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.