Bank Of America Treasury Sales Associate 

Canada, Ontario, Toronto 

700041219

Job Description

This job is responsible for supporting Treasury Sales Officers (TSOs) with managing and growing revenue 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 the needs of the client.

This role can be filled as either an Analyst or Associate based on the candidate’s experience.

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

Qualifications

• 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

• 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