Bank Of America Treasury Sales Associate 

United States, California 

242094055

Job Description:

Job Description:

The Treasury Sales Associate (TSA) will be partnered with the Client Manager to focus on developing strategies to grow revenue with Public Sector Banking clients. Key accountabilities include:

• Independent focus of treasury sales opportunities
• Supporting all activities from sale through implementation
• Ongoing client relationship management
• Driving and growing Treasury products revenue

Responsibilities:

• Support Client Managers in driving portfolio growth; including client/prospect research; proposal development, and other ad hoc sales support duties
• Participate in in-person calling activities with Client Managers
• Prepare treasury services reviews, and identify treasury products and services sales opportunities
• Prepare account schematics, proposal documents and sales presentations
• Assist in identifying solutions to client needs
• Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction
• Produce pricing/cost benefit proformas and confer with the Client Manager regarding non-standard pricing and negotiation
• Resolve any non-sales client issues
• Assist clients in navigating the Bank by liaising with the Client Service, Fulfillment, Credit and other partner teams

• Minimum 2-5 years’ experience in major financial institution’s corporate client facing role
• Knowledge of cash management and treasury products
• Excellent analytical, sales, presentation, and communication skills (written and verbal)
• Strong organizational skills with the ability to prioritize workload
• Experience working in a fast-paced environment as part of a larger team
• Proven experience developing rapport with clients, colleagues and other business partners
• Ability recognize risk mitigation opportunities and escalation of of issues
• Microsoft Office 365 experience
• Some travel required
• Bachelor's degree desired or equivalent work experience