Treasury Sales & Revenue Growth Specialist

Bank of America Corporation; Miami (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America Corporation seeks a Treasury Sales professional in the Business Banking group, based in Miami. You will support end-to-end treasury sales, coordinate client research, and help craft pricing strategies to drive revenue growth.

Collaborating with Product Specialists, you will ensure data integrity across core systems and assist with onboarding and client meetings while traveling up to 5% as required.

Qualifications

• Minimum of one year of treasury management/corporate banking experience or training program.
• Ability to Travel up to 5%.
• Demonstrates strong business and financial acumen enabling problem solving, trend analysis, risk management and client meeting prep.
• Builds strong client relationships through effective communication and collaboration.
• Displays a proactive mindset and effective time management.
• Demonstrates a results-driven mindset and prioritizes client and team interests.
• Strong computer application skills, including Microsoft Office.

Responsibilities

• Supports end-to-end treasury sales process for Treasury Sales Officers focused on growing revenue.
• Co-ordinates industry, prospect and client research for pre-call planning.
• Maintains accuracy of sales data across core systems, reports, pricing and rates.
• Produces and supports client and portfolio level profitability analysis.
• Conducts research to develop strategies and proposals for pre-call planning.
• Completes price and cost-benefit analyses with non-standard pricing.
• Partners with Product Specialists to grow revenue and deepen relationships.
• Supports clients through onboarding and training activities.
• Ensures accuracy of sales data including sales pathways, call reporting and profitability reporting.
• Participates in in-person calling activities and ad-hoc opportunities.
• Prepares analysis and presentation materials for client meetings.
• Gathers documentation for implementation.

Skills

Account Management

Client Management

Presentation Skills

Data Management

Portfolio Analysis

Relationship Building

Analytical Thinking

Oral Communications

Education

Bachelor's degree or equivalent work experience

Certified Treasury Professional certification or equivalent

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Corporation seeks a Treasury Sales professional in the Business Banking group, based in Miami. You will support end-to-end treasury sales, coordinate client research, and help craft pricing strategies to drive revenue growth.

Collaborating with Product Specialists, you will ensure data integrity across core systems and assist with onboarding and client meetings while traveling up to 5% as required.