Job Description:

At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.

Job Responsibilities:

To be successful in the role, TSA’s must maintain and build a strong client focus, and awareness and understanding of the bank and operational aspects of the products and services used by clients in addition to possessing good interpersonal, communication and presentation skills.

Support the Treasury Sales Officer (TSO) in exceeding portfolio growth goals; including client/prospect research; proposal development, and other ad hoc sales support duties

Assist in identifying solutions to client needs as requested or as a result of needs analysis

Schedule and perform client portfolio reviews, and upsell Treasury products and services as needed

Produce pricing/cost benefit models and confer with the TSO and Management regarding non-standard pricing and negotiation

Manage the sales pipeline; ensuring deals are properly identified as pending or closed

Accountable for accuracy of sales data within source systems (e.g. Deal Pipeline, client plans, call reports, GPS-MIS, Navigator, etc.), and other sales tracking systems which may be developed

Resolve any non-sales client issues

Assist clients in navigating the bank by liaising with the Client Service, Fulfillment, Credit and other partner teams

Prepare account schematics, proposal documents and sales presentations

Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction

Assist in coordinating the Client Management Process (CMP), by focusing on client acquisition and deepening existing relationships through identification of client needs

Utilize support partners and resources to coordinate industry, prospect, and client research for use in pre-call planning

Daily email, phone and in-person client communication

 Job Qualifications:

2+ years of experience in Financial Services or the Treasury Group of a company

Bachelor’s degree or equivalent work experience

Proven excellent verbal and written communication skills, proven organizational and time management skills

Demonstrated ability to analyze issues and develop solutions

Experience working in a fast-paced environment as part of a larger team, proven experience developing rapport with clients, colleagues and other business partners

Excellent MS Office (Word/Excel/Powerpoint/Outlook) experience

Preferred candidates will have cash management experience,  their CTP (Certified Treasury Professional) and have proven experience prospecting and developing new business      

Shift:

Hours Per Week: