FAQs
What is the primary role of a Treasury Sales Associate at Bank of America?
The primary role involves partnering with Treasury Sales Officers to develop strategies to grow revenue for the bank's Healthcare, Higher Education, and Not-for-Profit vertical, focusing on client relationship management from sale through implementation.
What are the educational qualifications required for this position?
A Bachelor's degree or equivalent work experience is required; candidates with a degree in Business (Finance, Marketing, etc.) are preferred.
How much experience is required for applicants?
Candidates should have 3+ years of B2B sales and/or client service experience in a financial services environment, with a preference for those with Treasury experience.
Are there any certifications that would enhance a candidate's profile for this job?
Yes, having an active CTP (Certified Treasury Professional) designation is considered a plus.
What skills are essential for success in this role?
Essential skills include excellent verbal and written communication, organization and time management, analytical thinking, relationship building, problem solving, and proficiency in MS Office applications.
Will the Treasury Sales Associate need to conduct client meetings?
Yes, the role involves preparing analysis and presentation materials for client meetings and includes in-person visits to clients.
Is there a specific industry focus for this position?
Yes, the position specifically targets clients in the Healthcare, Higher Education, and Not-for-Profit sectors.
What kind of work environment can be expected in this role?
The role is based in an office culture with specific requirements for office-based attendance, allowing for an appropriate level of flexibility based on role-specific considerations.
What is the shift schedule for this role?
The position operates during the 1st shift in the United States, typically requiring 40 hours of work per week.