Treasury Sales Analyst/Associate

Job Description:

At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are also guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We are devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to gain experience, grow and make an impact, along with the power to make a difference. Join us!

Job Responsibilities:

We are seeking a dynamic and motivated Treasury Sales Associate to join our Healthcare, Education, Not-For-Profit (HENFP) team. HENFP is a major division of the Global Commercial Bank. It is unique in that its client teams are dedicated to adding value by providing specialized solutions to Not-for-Profit Healthcare (hospitals, health systems and insurance providers), Private Higher Education, and Not-for-Profits (charitable, cultural, social, and professional institutions) with annual revenues starting at $50 million and with no upper limit on revenue size of those organizations (the largest exceed $20 billion in annual revenue). The ideal candidate will be an initiative-taking, initiative-taker who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX, and commercial card services. This candidate should be prepared to challenge the status quo and influence peers with diverse points of view and be forward thinking with the ability to see what is next in treasury management.

This role is responsible for facilitating a direct end-to-end relationship with two or more Treasury Sales Officers (TSOs) to manage and grow 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 client needs.

• Client Support: Assist two Treasury Sales Officers (TSOs) in managing and expanding client relationships by providing exceptional service and support.
• Sales Assistance: Participate in the sales process by preparing proposals, presentations, and responses to RFPs, ensuring all materials meet client needs and Bank of America's high standards.
• Opportunity Generation: Develop strategies to grow revenue and increase treasury product penetration.
• Product Knowledge: Develop a deep understanding of treasury products and services, including cash management, liquidity solutions, and payment services, to effectively assist TSOs in advising clients.
• Cost Analysis: Complete price/cost benefit analysis models and work with TSOs for non-standard pricing.
• Documentation Organization: Complete card agreements and gather documentation from various areas of the bank to submit for implementation.
• Market Research: Conduct industry research and analysis to identify trends and opportunities within the healthcare, education, and not-for-profit sectors.
• Data Management: Maintain accurate client information, sales activities, and pipeline opportunities in CRM systems.
• Cross-Functional Collaboration: Work closely with internal partners, including credit, risk, and operations teams, to ensure seamless delivery of treasury solutions.
• Professional Development: Stay current with industry developments, regulatory changes, and Bank of America's product offerings through continuous learning and training.

• Analytical Thinking: Ability to analyze complex financial data and market trends to provide actionable insights.
• Client Relationship Management: Proficient in building and maintaining strong client relationships through effective communication and service.
• Product Knowledge: Deep understanding of treasury products and services, including cash management and payment solutions.
• Sales Support: Experience in supporting the sales process with detailed proposals, presentations, and responses to RFPs.
• Communication: Excellent verbal and written communication skills for effective client interaction and collaboration with internal teams.
• Presentation Skills: Ability to create and deliver compelling presentations tailored to client needs.
• Attention to Detail: Elevated level of accuracy in managing client data and preparing sales materials.
• Team Collaboration: Strong teamwork skills to collaborate effectively with internal partners across various functions.
• Problem Solving: Ability to identify issues and develop strategic solutions that meet client needs.
• Technical Proficiency: Proficiency in Microsoft Office Suite (Excel, PowerPoint) and CRM systems, such as Salesforce.

• Bachelor's degree in finance, business, a related field or equivalent work experience.
• 1-3 years of experience in banking, finance, or a related industry, preferably with exposure to treasury products and services.
• Two or more years of B2B sales and/or client service experience in a financial services environment; preferred candidates will have Treasury experience.
• Strong analytical and critical thinking skills.
• Excellent communication and presentation abilities.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Ability to work independently and collaboratively in a team environment.
• High attention to detail and strong organizational skills.
• Passion for serving the healthcare, education, and not-for-profit sectors.

• CTP (Certified Treasury Professional) Certification
• Prior experience in a sales support or client service role within a financial institution
• Proven experience prospecting and developing new business.
• Familiarity with CRM systems, such as Salesforce
• Knowledge of the unique financial needs and challenges faced by healthcare, education, and not-for-profit organizations

• 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