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Treasury Sales Specialist
2 months ago
We are seeking a highly motivated and experienced Treasury Sales Specialist to join our team at Bank of America. As a key member of our sales team, you will be responsible for managing and growing client relationships, providing critical assistance in proposal generation, and developing and executing a portfolio growth strategy.
Key Responsibilities- Support Treasury Sales Officers in managing and growing client relationships, providing critical assistance in proposal generation, and developing and executing a portfolio growth strategy.
- Partner with regional teams to deliver on client cash management requirements, including provision of thought leadership and treasury advisory.
- Develop and maintain strong, differentiated client relationships, provide treasury industry expertise, and have a broad understanding of bank structure and the operational aspects of global cash management products and services.
- Collaborate with Trade, Liquidity, Investment, and Foreign Exchange partners to support client objectives.
- B.A./B.S. or relevant work experience preferred.
- Broad familiarity with treasury management products, services, and trends.
- Strong business/financial acumen.
- Ability to effectively work as an individual contributor as well as a supportive and collaborative team member.
- Strong, disciplined organizational and time management and prioritization skills.
- Ability to effectively manage risk while balancing the needs of the client, the team, and the bank.
- High degree of competence with MS Excel, Word, and PowerPoint.
- Proven ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts.
- Ability to use critical thinking to solve problems, analyze trends & opportunities, and assist in preparing for client meetings.
Bank of America is a leading financial institution committed to helping our clients achieve their financial goals. We are dedicated to creating a workplace that is inclusive, diverse, and supportive of our teammates' growth and development. We offer a range of benefits and opportunities for professional development, and we are committed to making a positive impact in our communities.
