Treasury Sales Analyst

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

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

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - NY - Albany - 69 STATE ST (NY6100), US - NY - Buffalo - 10 FOUNTAIN PLZ (NY7101)

Pay and benefits information

Pay range

$85,000.00 - $95,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.