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Bank Of America Treasury Sales Associate/Analyst United States, Illinois, Chicago 519801226
Job Description:
This job is responsible for facilitating a direct end-to-end relationship with one or more Treasury Sales Officers (TSOs) to manage and grow both domestically and globally within an assigned portfolio. Key responsibilities include supporting all activities from sale through implementation and coordinating the Client Management Process (CMP) by focusing on client acquisition and deepening existing relationships. Job expectations include partnering with product specialists and service partners by making recommendations and creating customized treasury solutions that meet client needs.
The Treasury Solutions Associate/Analyst role will be partnered with Treasury Sales Officer(s) (TSO) focused on developing strategies to grow revenue domestically and globally with a portfolio of Commercial Real estate clients.
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.
Responsibilities
Assists with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking
Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning
Completes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing
Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships
Supports clients through the implementation, client onboarding, and training activities
Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting
Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers
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.
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
Required Qualifications
Minimum of 2+ years of B2B sales and/or client service experience in a financial services environment
Analyze issues and develop solutions
Working in a fast-paced environment as part of a larger team experience
Developing rapport with clients, colleagues and other business partners experience
MS Office (Word/Excel/PowerPoint/Outlook) experience
Desired Qualifications
Treasury experience
CTP (Certified Treasury Professional)
Prospecting and developing new business- experience
Education Qualifications
Bachelor’s degree (Finance, Marketing, etc.) or equivalent work experience
Skills
Account Management
Client Management
Customer and Client Focus
Oral Communications
Presentation Skills
Critical Thinking
Data Management
Portfolio Analysis
Problem Solving
Relationship Building
Active Listening
Analytical Thinking
Written Communications
Organizational Skills
Time Management Skills
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