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Bank Of America Treasury Sales Analyst United States, New York, New York 266656667
Job Description:
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Job Responsibilities:
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.
Support the Treasury Sales Officer (TSO) in exceeding portfolio growth goals; including client/prospect research; proposal development, and other ad hoc sales support duties
Assist in identifying solutions to client needs as requested or as a result of needs analysis
Schedule and perform client portfolio reviews, and upsell Treasury products and services as needed
Produce pricing/cost benefit models and confer with the TSO and Management regarding non-standard pricing and negotiation
Manage the sales pipeline; ensuring deals are properly identified as pending or closed
Accountable for accuracy of sales data within source systems (e.g. Deal Pipeline, client plans, call reports, GPS-MIS, Navigator, etc.), and other sales tracking systems which may be developed
Resolve any non-sales client issues
Assist clients in navigating the bank by liaising with the Client Service, Fulfillment, Credit and other partner teams
Prepare account schematics, proposal documents and sales presentations
Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction
Assist in coordinating the Client Management Process (CMP), by focusing on client acquisition and deepening existing relationships through identification of client needs
Utilize support partners and resources to coordinate industry, prospect, and client research for use in pre-call planning
Daily email, phone and in-person client communication
Qualifications:
Two or more years of experience in Financial Services or the Treasury Group of a company
Bachelor’s degree or equivalent work experience
Proven excellent verbal and written communication skills, proven organizational and time management skills
Demonstrated ability to analyze issues and develop solutions
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
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