Treasury Sales Analyst / Associate jobs at Bank Of America in United States, Hartford

Job Description:

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

• Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
• Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
• Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
• Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
• Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Skills:

• Account Management
• Client Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Business Development
• Client Solutions Advisory
• Pipeline Management
• Prioritization
• Administrative Services
• Emotional Intelligence
• Referral Identification
• Written Communications

High School Diploma / GED / Secondary School or equivalent

Job Responsibilities:

This role is responsible for facilitating a direct end-to-end relationship with two or more Treasury Sales Officers (TSOs) to manage and grow both domestically and globally within an assigned portfolio. Key responsibilities include supporting all activities from sale through implementation and coordinating the Client Management Process (CMP) by focusing on client acquisition and deepening existing relationships. Job expectations include partnering with product specialists and service partners by making recommendations and creating customized treasury solutions that meet client needs.

As a Treasury Sales Associate, you will play a vital role in providing tailored treasury solutions and support to clients within the healthcare, education, and not-for-profit industries through:

• Client Support : Assist two Treasury Sales Officers (TSOs) in managing and expanding client relationships by providing exceptional service and support.

• Sales Assistance : Participate in the sales process by preparing proposals, presentations, and responses to RFPs, ensuring all materials meet client needs and Bank of America's high standards.

• Opportunity Generation : Develop strategies to grow revenue and increase treasury product penetration.

• Product Knowledge : Develop a deep understanding of treasury products and services, including cash management, liquidity solutions, and payment services, to effectively assist TSOs in advising clients.

• Cost Analysis: Complete price/cost benefit analysis models and work with TSOs for non-standard pricing

• Documentation Organization: Complete card agreements and gather documentation from various areas of the bank in order to submit for implementation.

• Market Research : Conduct industry research and analysis to identify trends and opportunities within the healthcare, education, and not-for-profit sectors.

• Data Management : Maintain accurate client information, sales activities, and pipeline opportunities in CRM systems.

• Cross-Functional Collaboration : Work closely with internal partners, including credit, risk, and operations teams, to ensure seamless delivery of treasury solutions.

• Professional Development : Stay current with industry developments, regulatory changes, and Bank of America's product offerings through continuous learning and training.

Job Requirements:

• Bachelor’s degree in finance, business, or a related field or equivalent work experience

• 1-3 years of experience in banking, finance, or a related industry, preferably with exposure to treasury products and services

• Two or more years of B2B sales and/or client service experience in a financial services environment; preferred candidates will have Treasury experience

• Strong analytical and critical thinking skills

• Excellent communication and presentation abilities

• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint

• Ability to work independently and collaboratively in a team environment

• High attention to detail and strong organizational skills

• Passion for serving the healthcare, education, and not-for-profit sectors

Additional Qualifications:

• CTP (Certified Treasury Professional) Certification

• Prior experience in a sales support or client service role within a financial institution

• Proven experience prospecting and developing new business

• Familiarity with CRM systems, such as Salesforce

• Knowledge of the unique financial needs and challenges faced by healthcare, education, and not-for-profit organizations