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Limitless High-tech career opportunities - Expoint

Bank Of America Treasury Sales Associate
Canada, Ontario, Toronto
877223122

01.04.2025

שיתוף

Job Description

The Treasury Sales Associate (TSA) will be partnered with the Treasury Sales Officer focused on developing strategies to grow revenue domestically and globally with a portfolio of Large Corporate clients headquartered in Canada and subsidiaries of globally headquartered clients operating in Canada. 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.

Responsibilities

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
Prepare treasury services 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
Accountable for accuracy of sales data within source systems 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 plans around deepening existing relationships through identification of client needs
Utilize support partners and resources to coordinate industry, prospect, and client research

Requirements

Minimum 2-5 years’ experience in major financial institution’s corporate client facing role
Knowledge of cash management and familiarity with credit, trade and foreign exchange
Excellent analytical, sales, communication and presentation skills (written and verbal)
Ability to multi-task and adapt to change
Strong organizational skills and ability to prioritize workload from diverse sources
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
Some travel required
Excellent MS Office (Word/Excel/PowerPoint/Outlook) experience
Bachelor's degree or equivalent work experience

Behavioral Qualifications

Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities
Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo
Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge.

Desired Skills:

Certified Cash Manager/Certified Treasury Professional designation preferred
Preferred Candidates will have proven experience prospecting and developing new business

Skills: