Bank Of America Treasury Sales Analyst United States, New York, Buffalo 102480181
Share
Job Responsibilities:
A Treasury Sales Analyst at Bank of America is a role that supports the Treasury Management Sales Team (TSO) in growing treasury management revenue. They are responsible for activities from sales through implementation, including client management, portfolio development, pricing strategy, and proposal/presentation development.
Client Engagement: Develop and maintain relationships with clients, identifying opportunities to grow revenue and increase treasury product penetration.
Product Knowledge: Possess a strong understanding of Bank of America's treasury products and services, including cash management, liquidity solutions, and payment services.
Sales Support: Support TSOs in developing strategies, creating proposals, and delivering presentations to clients.
Implementation Coordination: Coordinate the implementation of treasury solutions, gathering necessary documentation and working with internal partners.
Market Research: Conduct industry research to identify trends and opportunities, and develop strategies to target specific client segments.
Data Management: Maintain accurate client information, sales activities, and pipeline opportunities in CRM systems.
Job Qualifications:
Communication: Excellent verbal and written communication skills.
Analytical Skills: Ability to analyze issues and develop solutions.
Financial Acumen: Understanding of financial principles and concepts.
Organizational Skills: Strong time management and organizational skills.
Interpersonal Skills: Ability to build rapport with clients, colleagues, and business partners.
Technology Proficiency: Proficiency in MS Office applications (Word, Excel, PowerPoint, Outlook).
Undergraduate degree or equivalent work experience
Experience in B2B sales or client service and exposure to treasury products and services is preferred
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
These jobs might be a good fit
