Treasury Sales 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 looking for a highly motivated individual to join the North America Investments and Securities team within the Global Payment Solutions business. 

We provide treasury services for Asset Managers, Private Capital firms, Broker Dealers, and Exchanges.  We need self-starters who can advocate for our clients in providing liquidity management, payments and receipts, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management.

The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.

Job Responsibilities:

The Treasury Sales Associate (TSA) is responsible for supporting the end to end sales process with the Treasury Sales officer within the North America Investments and Securities team.  While balancing the responsibility of actively managing and growing the TSO’s global book of business, the individual will also be responsible for being the central point for Know Your Customer (KYC) processes for the client portfolio. 

• Serve as the primary coordinator for onboarding activities, acting as the key liaison between clients and the bank's KYC and implementation teams for cash management services.

• Extensive client interaction requiring the TSA to demonstrate strong interpersonal skills and a client centric attitude working with some of the most recognizable FI organizations in the world. 

• Collaborate with multiple partners across multiple regions in Corporate Banking, Product Management, Service & Fulfillment, Credit, Risk, Compliance and Operations to deliver locally-relevant, globally consistent solutions to our broad base of clients.

• Develop a deep understanding of bank structure and the operational aspects of global cash management products and services.   

• Utilize support partners and resources to coordinate industry, prospect and client research for use in pre-call planning for TSOs and partners.

• Accountable for accuracy of sales data within source systems (e.g. Deal Pipeline, client plans, call reports, pricing and CRC preparations).  The individual will also prepare presentations, proposals to support the TSO's sales efforts.

• Provide support client and portfolio level analysis including profitability, revenue, product and balance trends and variance.

• Position the successful candidate for an expanded role in GTS Sales and other lines of business. Many high performing TSAs have successfully progressed to TSO and TSM roles across the organization.

Job Qualifications:

• B.S./ B.A. degree or equivalent work experience

• Exceptional interpersonal skills with demonstrated ability to develop effective business partnerships

• Ability to excel in a high paced environment  and manage multiple priorities/projects

• Follow-through skills and time management are critical elements of this position

• Excellent verbal and written communication skills

• Demonstrates strong business acumen

• Extensive Microsoft Office skills to support data management and financial analysis

• Prior GTS/corporate banking experience is preferred

• 2 to 5 years of related banking roles in sales, operations, compliance, or KYC onboarding desired.  Certifications in CTP, ACAMS, CAMS a plus but not required

• Familiarity with US and global treasury management products, services and trends and Knowledge of any of the industry segments including but not limited to alternative or traditional asset management, broker-dealer, insurance, mortgage, title, payment processor or banking industries 

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 - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range

$85,000.00 - $108,000.00 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.