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Bank Of America Treasury Sales Associate United States, Texas, Dallas 128044752
Job Description:
The Treasury Solutions Analyst role will be partnered with Treasury Sales Officer(s) (TSO) focused on developing strategies to grow revenue domestically and globally. Key accountabilities include: independent focus of treasury sales opportunities, supporting all activities from sale through implementation, ongoing client relationship management, overall driving and attainment of Treasury revenue goals.
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.
Develop strategies to grow revenue and increase treasury product penetration
Complete price/cost benefit analysis models; work with TSO for non-standard pricing
Support TSO on large scale opportunities and deepen relationships at lower half of portfolio with guidance from TSO; includes in person calling on clients
Assist TSOs in relationship planning, gathering information regarding clients and prospects
Support activities in coordination with IA from sale - implementation, onboarding and training
Complete industry research on clients and prospects; client opportunity analysis
Ensure escalated service issues are properly managed with the right resources
Prepare analysis and presentation materials for all client meetings
Complete card agreements and gather documentation from various areas of the bank in order to submit for implementation
Job Requirements:
Two or more years of B2B sales and/or client service experience in a financial services environment; preferred candidates will have Treasury experience
Bachelor’s degree, or equivalent work experience; preferred candidates will have a degree in Business (Finance, Marketing, etc.)
Proven excellent verbal and written communication skills
Proven organizational and time management skills
Demonstrated ability to analyze issues and develop solutions
Proven 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
Desired Skills:
Preferred candidates will have their CTP (Certified Treasury Professional
Preferred Candidates will have proven experience prospecting and developing new business
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