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Bank Of America Treasury Sales Associate I/Analyst 
United States, Illinois, Chicago 
778625295

16.08.2024


The Treasury Sales Associate/Analyst (TSA) will be responsible for supporting portfolio of two Treasury Sales Officers managing and aggressively growing treasury revenue within the Business Banking group. He or she will partner with Relationship Managers, Trade, Liquidity, Investment, Foreign Exchange, product specialists and implementation partners presenting customized treasury solutions that meet client objectives.

Responsibilities:

  • Focus on growth of new client relationships and expansion of existing relationships by identifying and cross selling our treasury solutions while building a strong sales pipeline.

  • Accountable for responsible revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery within the confines of a dedicated client portfolio.

  • Possess strong communication and interpersonal skills and appropriate financial acumen

  • The TSA must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics

    • Maintain regular client interactions building direct relationships, conducting Treasury Reviews, and proactively identifying new opportunities

Required Qualification:

  • Interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills.

  • Read and leverage data to proactively identify trends and opportunities.

  • Organize, prioritize and balance multiple sales activities.

  • Understand the bank structure and the operational aspects of global cash management products and services.

  • Understand and adhere to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly.

Desired Qualifications:

  • Creativity, futuristic, advocacy

  • Treasury sales/corporate banking experience

Minimum Education Requirements:

B.S. or B.A. degree 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

  • Collaboration

  • Prioritization

  • Written Communications

1st shift (United States of America)