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Bank Of America Treasury Sales Analyst Global Payments Solutions Frankfurt 
Germany, Hesse, Frankfurt 
740396935

Yesterday

Job Description:

Job Title:Treasury Sales Analyst


Corporate Title:Analyst

As a Treasury Sales Analyst (TSA) you will be responsible for partnering with and supporting Treasury Sales Officers (TSO) withmanaging and growing revenue within an assigned portfolioof Global Payments Solutions (GPS) Services EMEA Large Corporate Clients.

You will assist in coordinating the Client Management process by focusing on client acquisition and deepening existing relationships through identifying client needs. Utilising support partners and resources to coordinate industry, prospect, and client research for use in pre-call planning for TSO’s and partners.

TSAs are also accountable for the accuracy of sales data within source systems (e.g., deal pipeline, client plans, call reports, and other sales tracking systems and reports which may be developed).

To be successful in the role, TSA’s must maintain and build a strong client focus and awareness and understanding of the bank and the operational aspects of the products and services used by clients in addition to possessing good interpersonal, communication and presentation skills.

Responsibilities

  • Supporting all activities from sales through implementation and coordinating the Client Management Process (CMP) by focusing on client acquisition and deepening existing relationships from client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking

  • Partnering with product specialists and support partners to develop strategies to grow revenue and deepen existing relationships and making recommendations and creating customized treasury solutions that meet the needs of the client.

  • Conduct industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning

  • Complete price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing

  • Serve as a primary participant in annual pricing events

  • Support 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

  • Review pipeline and create reports for the TSO as needed

  • Participate in the contract management process when required

  • Prepare materials to introduce new ideas, capabilities and solutions to clients and prospects

  • Proactively inform and advise clients ofenhancements/improvementsin capabilities

  • Leverage tools, systems and resource sites to produce appropriate data based on call type; analyse the data and share with the TSO

  • Research client information in preparation for receiving an RFP

  • Maintain and log information around execution of the client contact strategy

  • Contribute to credit facility activities

  • Ensure data integrity of sales reporting

What we are looking for

  • Bachelors degree or equivalent work experience with demonstrated results

  • Focuses on customers and clients

  • Demonstrates business acumen

  • Communicates effectively

  • Learns and adapts

  • Promotes a culture of compliance

  • Promotes teamwork

  • Ideally experience in a similar GPS/Corporate Banking position or Implementation, Client Service and or Product background

  • Ability to deal with clients and other colleagues in the bank

  • Good organisation and communication skills

  • Fluency in English required, German language skills would be beneficial

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

  • Collaboration

  • Prioritization

  • Written Communications

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.