Treasury Sales Analyst
Bank of America
Treasury Sales Analyst
New York, New York
**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, trade and supply chain finance, FX 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
**Qualifications:**
+ Two or more 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:**
1st shift (United States of America)
**Hours Per Week:**
40
**Pay Transparency details**
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)
Pay and benefits information
Pay range
$85,000.00 - $95,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
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This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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