Logo of Huzzle

Home

Matches

Explore

Manage

Find 29,000+ jobs, internships & events from 6,000+ top companies on Huzzle using AI

Treasury Sales Associate

image

Bank of America

1mo ago

  • Job
    Full-time
    Junior Level
  • Sales & Business Development
    Banking & Finance
  • Chicago

AI generated summary

  • You need 2+ years in Financial Services, a Bachelor’s degree, strong communication and organizational skills, MS Office proficiency, and preferably cash management experience and a CTP certification.
  • You will support Treasury Sales Officers by managing client relationships, coordinating the Client Management Process, conducting research, creating proposals, and ensuring accurate sales data reporting.

Requirements

  • 2+ years of experience in Financial Services or the Treasury Group of a company
  • Bachelor’s degree or equivalent work experience
  • Proven excellent verbal and written communication skills
  • Proven organizational and time management skills
  • Demonstrated ability to analyze issues and develop solutions, experience working in a fast-paced environment as part of a larger team, proven experience developing rapport with clients, colleagues and other business partners
  • Excellent MS Office (Word/Excel/Powerpoint/Outlook) experience
  • Preferred candidates will have cash management experience, their CTP (Certified Treasury Professional) and have proven experience prospecting and developing new business

Responsibilities

  • This job is responsible for facilitating a direct end-to-end relationship with one 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.
  • Assists with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking
  • Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning
  • Completes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing
  • Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships
  • Supports clients through the implementation, client onboarding, and training activities
  • Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting
  • Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers

FAQs

What is the primary responsibility of a Treasury Sales Associate at Bank of America?

The primary responsibility is to facilitate a direct end-to-end relationship with Treasury Sales Officers (TSOs) to manage and grow an assigned portfolio, supporting activities from sale through implementation and coordinating the Client Management Process (CMP).

What experience is required for this position?

A minimum of 2+ years of experience in Financial Services or within the Treasury Group of a company is required.

What educational background is preferred for candidates applying for this role?

Candidates should have a Bachelor’s degree or equivalent work experience.

What skills are essential for the Treasury Sales Associate position?

Essential skills include account management, client management, problem solving, analytical thinking, and excellent verbal and written communication skills.

Is cash management experience preferred for this job?

Yes, candidates with cash management experience and a Certified Treasury Professional (CTP) designation are preferred.

How is performance recognized at Bank of America?

Performance is recognized and rewarded as part of the commitment to being a great place to work and driving Responsible Growth at Bank of America.

Will I need to work in the office?

Yes, Bank of America has an in-office culture with specific requirements for office-based attendance, while allowing for some flexibility based on role-specific considerations.

What does the Client Management Process (CMP) involve?

The CMP involves client planning, client calling efforts, team meeting preparation, revenue tracking, and follow-up to deepen existing relationships and acquire new clients.

Are there opportunities for career growth within this role?

Yes, there are opportunities to learn, grow, and make an impact within the company as part of building a successful career at Bank of America.

What type of work environment does this role operate in?

The role operates in a fast-paced environment as part of a larger team, requiring strong organizational and time management skills.

image

Bank of America

Helping to make financial lives better through the power of every connection.

1-10
Employees

Mission & Purpose

Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.

Culture & Values

  • Deliver together

    We believe in the importance of treating each client and teammate as an individual and treating every moment as one that matters. We strive to go the distance to deliver, with discipline and passion. We believe in connecting person-to-person, with empathy and understanding. We believe everything we do for our clients, teammates and the communities we serve is built on a solid business foundation that delivers for shareholders.

  • Act responsibly

    We believe that integrity and the disciplined management of risk form the foundation of our business. We are aware that our decisions and actions affect people’s lives every day. We believe in making decisions that are clear, fair and grounded in the principles of shared success, responsible citizenship and community building.

  • Realize the power of our people

    We strive to help all of our employees reach their full potential. We believe that diverse backgrounds and experiences make us stronger. We respect every individual and value our differences - in thought, style, sexual orientation, gender, gender identity and expression, race, ethnicity, culture, age, ability and experience.

  • Trust the team

    We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe that when we work together, we best meet the full needs of our clients, and deliver value to our shareholders.