Payment Solutions Sales Executive - Nw Category jobs at Us Bank in United States
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BOA
Bank Of America Treasury Sales Associate United States, Texas, Dallas
Treasury Sales Associates are responsible for supporting Treasury Sales Officers (TSOs) managing and growing the Private Bank portfolio. TSAs provide critical assistance in proposal generation, presentation development, price modeling, revenue...
Define implement elements of our data strategy to promote data re-use, efficient data sourcing and improved data quality. Sets strategic priorities and owns initiatives affecting multiple risk functions and lines...
Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Sets and accomplishes goals, achieving whatever you put your mind to. Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. Communicates clearly and confidently...
Recommends financial advice and guidance that align with client financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank....
Demonstrates willingness to complete required industry licensing. Displays confidence working in a sales role. Builds strong client relationships through effective communication and collaboration. Displays a proactive mindset and effective time...
Treasury Sales Associates are responsible for supporting Treasury Sales Officers (TSOs) managing and growing the Private Bank portfolio. TSAs provide critical assistance in proposal generation, presentation development, price modeling, revenue...
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