Treasury Sales Analyst jobs at Bank Of America in United States, New York

• Performs onboarding and maintenance of accounts and reviewing required account documentation.
• Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
• Reviews and approves required account documentation
• Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units
• Performs moderate levels of research, follow-up and resolution of more complex routine research requests

• Account Management
• Customer and Client Focus
• Oral Communications
• Research
• Analytical Thinking
• Attention to Detail
• Collaboration
• Problem Solving
• Prioritization
• Recording/Organizing Information
• Result Orientation

• Performs an accuracy, completeness and risk assessment of documentation or client account information, identifies and resolves any discrepancies or gaps, then approves/declines the request for account opening or maintenance according to the established written guidelines and procedures.
• Researches and resolves incomplete submissions by utilizing procedures and established guidelines and engaging support partners when needed.
• Responds to internal business partner inquiries related to requests via phone and email and escalates more challenging issues to leadership as needed.
• Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding the work impacts other operational units.

Job Responsibilities:

The Senior Treasury Sales Officer (TSO) is responsible for managing all aspects of the treasury management relationship for a complex portfolio of current and prospective global clients in the Insurance, PayTech and other Non-Bank Financial Institution segments. He or she will partner with Corporate Bankers, Product, Compliance, Credit, Risk and Service partners to present optimal global solutions to meet client objectives.

Responsibilities include:

• Focus on responsible growth of new client relationships and expansion of existing relationships by identifying and cross selling our global payment solutions within a defined risk framework
• Accountable for responsible revenue and balance growth, profitability optimization, client planning, client calling, portfolio development, pricing strategy, proposal development and delivery for a dedicated client portfolio
• Maintain a strong client focus, industry expertise, client subsector expertise and a broad understanding of bank structures
• Lead, coach, develop Treasury Sales Analyst in day to day support of client deliverables
• Be a digital ambassador driving mobile, digital and real time payments adoption
• Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking and industry data analytics
• Maintain regular client interactions with on-site or virtual meetings, industry conferences, roundtables and client events

Job Qualifications:

• Successful history of direct and comprehensive treasury management sales experience
• Demonstrates the ability to identify, evaluate and articulate payment flows and potential associated risks for a complex/high risk client segments
• Demonstrates the ability to foster strong partnerships with the core team and the ability to build a sincere rapport with client contacts
• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction
• Effectively manages risk while balancing the needs of the client, the team, and the bank
• Able to effectively work as an individual contributor as well as a close team member in a fast paced environment
• Broad and deep familiarity with global treasury management products, services and trends
• Strong Executive presence both internally/externally with ability to lead C- suite meetings
• Minimum 6 years of relevant experience in banking, treasury, and/or finance
• Ability to travel approximately 50% of the time
• B.S./B.A. degree or equivalent work experience
• Prior experience supporting Insurance, PayTech, Mortgage or other NBFI client segments and a Certified Treasury Professional certification or equivalent preferred

Skills:

• Account Management
• Business Development
• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Critical Thinking
• Portfolio Analysis
• Presentation Skills
• Relationship Building
• Sales Strategy
• Coaching
• Collaboration
• Oral Communications
• Prioritization
• Prospecting

Job Responsibilities:

This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect’s needs.

• Responsible for the delivery of integrated treasury solutions to sophisticated set of clients in the banking sector located in the U.S. market

• Develop and maintain strong relationships with key stake holders within the client’s organization and drive loyalty

• Prospect and identify new client opportunities with banks in the U.S

• Actively engage with clients to understand their business objectives and provide strategic advice to enhance their treasury operations

• Engage at every level of the target client organization to drive stake holder buy in to the Bank of America partnership and successfully cross sell our solutions

• Partner closely with internal stake holders including CBK/IBK bankers, product, client service, global markets, and wholesale credit consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client

• The Global Treasury Sales Officer (TSO) is responsible for managing and responsibly growing frontline Treasury revenue streams across core cash management, transactional FX, bank notes, trade/trade finance, card, liquidity, and other GPS solutions for the assigned client base.

• The Global Treasury Sales Officer must navigate across regional geographies to drive global solutions for clients and grow the portfolio’s global revenue and profits

• Closely coordination with global TSO in regions outside North America to drive sales to branches and subsidiaries of foreign banks in the U.S.

Job Qualifications:

• 10 years sales experience selling treasury solutions

• 5 years selling treasury solutions in the bank space

• Candidate must have a strong strategic sales ability, understanding industry challenges and requirements

• Strong relationship building skills

• Proven track record of sales success in the industry

• Able to manage long sales cycles

• Strong knowledge of USD Clearing product

• Bachelors' degree in Finance, Business Administration, economics or related fields or equivalent work experience

• Working knowledge of US banking regulations in the compliance space including but not limited to AML, OFAC, and KYC

• Excellent communications and presentation skills

• Strong analytical and problem solving skills

• Ability to both work independently and within teams

Additional Qualifications:

• Familiar with Salesforce & Tableau

• Knowledge of traditional trade products (letters of credit/standby letters of credit)

• Proficient in Microsoft office suite

Job Description:

The Gaming & Lodging team covers over 30 publicly listed companies including Sports Betting Operators, Hotels, Casinos, and REITs and has been ranked Top 3 in the annual Institutional Investor (II) poll for the 15 years, including number 1 the last 4 years.

Responsibilities

• Perform financial modeling & valuation work
• Update, analyze and compile complicated datasets in databases using Excel
• Derive key insights from data trends and analysis
• Monitor, compile, and summarize/model key industry news and developments incl. via social media
• Seek out new, unusual sources of information to augment our research capabilities/insights
• Write and update company and industry data reports and trends
• Closely follow and understand stock market, industry and company specific activity, and relay to the analyst when he/she is traveling
• Develop industry knowledge and business judgment over time

Qualifications

• Bachelor’s Degree or equivalent years of experience
• For finance candidates, minimum 9-12+ months experience in accounting, corporate finance, research, banking or consulting for finance oriented candidates
• For engineering/math STEM candidates, strong communication skills and some working knowledge of financial modeling, statements and analysis
• Strong modeling and financial analysis skills (income statement, balance sheet, and cash flow statement in Excel)
• Strong attention to detail, and understanding of MS Office for formatting charts, tables and exhibits
• Knowledge of statistics and/or data analytics/data science techniques; skills with both AI promoting, and python programming a plus
• General interest in the stock market and/or financial markets
• Must work well in a fast-paced, intense and collaborative team environment

Job Description:

The Senior Treasury Sales Officer (TSO) is responsible for managing all aspects of the treasury management relationship for a large ($100M+), complex portfolio of current and prospective global clients in the North America Investments and Securities team. He or she will partner with Corporate Bankers, Product, Compliance, Credit, Risk and Service partners to present optimal global solutions to meet client objectives.

Responsibilities:

• Focus on growth of new client relationships and expansion of existing relationships by identifying and cross selling our global payment solutions

• Accountable and responsible for revenue and balance growth, profitability optimization, client planning, client calling, portfolio development, pricing strategy, and proposal development and delivery for a dedicated client portfolio

• Maintain a strong client focus, industry expertise, client subsector expertise and a broad understanding of bank structures

• Lead, coach, develop Treasury Sales Analysts and Associates in day to day support of client deliverables

• Be a digital ambassador driving mobile, digital and real time payments adoption

• Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking and industry data analytics

• Maintain regular client interactions with on-site or virtual meetings, industry conferences, roundtables and client events

Job Qualifications:

• Minimum 8 to 10 years of relevant experience in banking, treasury, and/or finance

• Successful history of direct and comprehensive treasury management sales experience

• Demonstrates the ability to identify, evaluate and articulate payment flows and potential associated risks for a complex/high risk client segment

• Demonstrates the ability to foster strong partnerships within the core team and the ability to build a sincere rapport with client contacts

• Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction

• Effectively manages risk while balancing the needs of the client, the team, and the bank

• Able to effectively work as an individual contributor as well as a close team member in a fast paced environment

• Broad and deep familiarity with global treasury management products, services and trends

• Strong Executive presence both internally/externally with ability to lead C- suite meetings

• Ability to travel approximately 50% of the time

• B.S/B.A Degree or equivalent work experience

Skills:

• Account Management

• Business Development

• Client Management

• Client Solutions Advisory

• Customer and Client Focus

• Critical Thinking

• Portfolio Analysis

• Presentation Skills

• Relationship Building

• Sales Strategy

• Coaching

• Collaboration

• Oral Communications

• Prioritization

Job Description:

Job Description:
This job is responsible for handling moderately complex operations processes related to credit disputes, escalations and tax reporting. Key responsibilities include analysis, research, reconciliation, reporting data validation and resolution of issues and identified customer requests which may carry high levels of risk within enterprise risk categories. Job expectations include handling moderately complex transaction processing, reconciliation, and resolution of research requests to clients, consumer reporting agencies or taxing authorities, consulting with management for support.

This job is responsible for the analysis and resolution of tax operations processes and issues that require coordination of multiple stakeholders.Key Responsibilities:
• Perform US IRW Tax Withholding and Reporting function
• Service tax related client inquiries and escalations particularly for the Prime Brokerage business
• Liaise with associates at all levels across global locations
• Participate in ad hoc projects for new processes, regulatory & industry initiatives
• Compile metrics and quality assurance results with a high degree of focus on regulatory controls
• Adhere to defined procedures and regulatory requirements

Responsibilities:

• Performs moderately complex activities supporting credit disputes, escalations, and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery
• Researches and resolves moderately complex financial data requests or exceptions based on analysis of assembled data in an accurate and timely manner
• Performs routine analytics, report creation, and exception processing
• Identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units and escalates risk concerns, as appropriate
• Provides quality service and support for internal business partners and external clients

• Proficient in Microsoft applications, in particular, Excel
• Strong reconciliation and problem solving skills
• Ability to multitask and work independently in a fast paced environment
• Excellent people management skills
• Strong organizational, analytical problem-solving skills
• Excellent written and verbal communication skills
• College degree or comparable work experienceDesired Skills:

•Chapter 3, 4, 61, 1099/1042s, and 871m knowledge
• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
• Excels in working among diverse viewpoints to determine the best path forward
• A continuous learner
• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base

Skills:

• Customer and Client Focus
• Oral Communications
• Written Communications
• Adaptability
• Attention to Detail
• Critical Thinking
• Problem Solving
• Active Listening
• Collaboration
• Result Orientation
• Stakeholder Management

Job Description:

• Processing Mandatory and Voluntary Corporate Actions for high profile clients.

• Reconciling cash / securities for our clients, counterparties with BOFA across products, market, and entities.

• Candidate must be on hand to offer premium Client service, deal with all Client queries, and manage the relationships between our clients and internal Boa departments.

• Direct interaction and oversight of daily processing functions within the team to ensure all control standards are met.

• Assist with large scale initiatives to drive operational excellence, reduce the risk profile, and be an integral part of the team's success.

• Ensure all control standards are met.

Responsibilities:

• Perform daily Corporate Action event capture, payment allocation and reconciliation for US, Canadian and Latam products.

• Ensuring elections are processed in an accurate and timely

Requirements:

• Presentable, confident and LOB / client focused.

• Ability to conduct discussions with internal, external clients, counterparties in a confident manner.

• Excellent communication skills and ability to present subject matter to an audience.

• Demonstrate the ability to work under pressure in a team environment.

• Initiative-taking and able to work with little or no supervision.

• Candidate will be able to manage their own time and know when to escalate issues.

• Minimum 2 years of Previous experience in corporate actions space is required.

Other Qualifications:

• Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions

• Excels in working among diverse viewpoints to determine the best path forward

• Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner

• Commitment to challenging the status quo and promoting positive change.

• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base

• Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

• Processing Mandatory and Voluntary Corporate Actions for high profile clients.

• Reconciling cash / securities for our clients, counterparties with BOFA across products, market, and entities.

• Candidate must be on hand to offer premium Client service, deal with all Client queries, and manage the relationships between our clients and internal Boa departments.

• Direct interaction and oversight of daily processing functions within the team to ensure all control standards are met.

• Assist with large scale initiatives to drive operational excellence, reduce the risk profile, and be an integral part of the team's success.

• Ensure all control standards are met.