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Cash Management Expert

2 months ago


New York, New York, United States Bank of America Full time
About the Role

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, including proposal generation and presentation development.
  • Provide critical assistance in revenue tracking, pipeline maintenance, and client meeting preparation and delivery.
  • Partner with cross-functional teams to deliver on client cash management requirements, including provision of thought leadership and treasury advisory.
  • Develop and maintain strong, differentiated client relationships, providing treasury industry expertise and a broad understanding of bank structure and global cash management products and services.
Requirements
  • 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 and a supportive team member.
  • Strong organizational and time management skills.
  • Ability to manage risk while balancing client, team, and bank needs.
  • High degree of competence with MS Excel, Word, and PowerPoint.
  • Proven ability to foster strong partnerships and build sincere rapport with client contacts.
About Bank of America

Bank of America is a leading financial institution committed to helping our clients achieve their financial goals. We are dedicated to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our company values diversity, inclusion, and equal employment opportunity, and we are committed to providing a safe and supportive work environment for all our employees.