Treasury Sales Analyst/Associate

4 weeks ago


Étreux, Hauts-de-France, United States Bank of America Full time
Treasury Sales Associate Job Description

At Bank of America, we are dedicated to turning technology advances into treasury solutions for our clients globally. We are guided by a common purpose to help make financial lives better through the power of every connection. As a Treasury Sales Associate, you will play a vital role in providing tailored treasury solutions and support to clients within the healthcare, education, and not-for-profit industries.

Key Responsibilities:

  • Support Treasury Sales Officers in managing and expanding client relationships.
  • Participate in the sales process by preparing proposals, presentations, and responses to RFPs.
  • Develop strategies to grow revenue and increase treasury product penetration.
  • Develop a deep understanding of treasury products and services.
  • Complete price/cost benefit analysis models and work with Treasury Sales Officers for non-standard pricing.
  • Complete card agreements and gather documentation from various areas of the bank in order to submit for implementation.
  • Conduct industry research and analysis to identify trends and opportunities within the healthcare, education, and not-for-profit sectors.
  • Maintain accurate client information, sales activities, and pipeline opportunities in CRM systems.
  • Work closely with internal partners, including credit, risk, and operations teams, to ensure seamless delivery of treasury solutions.
  • Stay current with industry developments, regulatory changes, and Bank of America's product offerings through continuous learning and training.

Requirements:

  • Bachelor's degree in finance, business, or a related field or equivalent work experience.
  • 1-3 years of experience in banking, finance, or a related industry, preferably with exposure to treasury products and services.
  • Two or more years of B2B sales and/or client service experience in a financial services environment.
  • Strong analytical and critical thinking skills.
  • Excellent communication and presentation abilities.
  • Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
  • Ability to work independently and collaboratively in a team environment.
  • High attention to detail and strong organizational skills.
  • Passion for serving the healthcare, education, and not-for-profit sectors.


  • Étreux, Hauts-de-France, United States Cambridge Associates Full time

    About the RoleThe Treasury Analyst will be responsible for supporting the processing and execution of cash and security transactions for client portfolios in which Cambridge Associates is the Investment Manager. This role requires high attention to detail while preparing transactions and time management skills to effectively process high volumes of...


  • Étreux, Hauts-de-France, United States State Street Corporation Full time

    About the RoleWe are seeking a highly skilled Treasury Liquidity Data Analyst, AVP to join our team at State Street Corporation. As a key member of our Global Liquidity Management (GLM) team, you will play a critical role in analyzing, measuring, and reporting on the firm's liquidity risk profile.Key ResponsibilitiesDevelop and implement enhancements to...

  • Financial Analyst

    4 weeks ago


    Étreux, Hauts-de-France, United States Fidelity Investments Full time

    Job Overview:Fidelity Investments is seeking a highly skilled Financial Analyst to join its Capital Planning Group within Corporate Treasury. As a key member of the team, you will provide in-depth analytical support to Senior management in Treasury and Finance, extending firm-wide in areas of capital, financial performance, credit, borrowing, and...

  • Financial Analyst

    4 weeks ago


    Étreux, Hauts-de-France, United States Beacon Hill Full time

    Beacon Hill is seeking an experienced Accounts Payable Analyst to join their team. This role will involve processing accounts payable invoices, managing associate and T&E expense reports, and administering vendors. The ideal candidate will have excellent communication skills, be able to manage workloads and timelines effectively, and possess a strong...


  • Étreux, Hauts-de-France, United States Fidelity Investments Full time

    Pembroke is seeking a highly motivated and collaborative Senior Analyst, Finance Operations to join our team in Boston. As a key member of our finance operations team, you will be responsible for providing critical support to our global operations, ensuring the integrity of our financial data, and driving process improvements.Key Responsibilities:Global...

  • Senior Fund Treasury

    4 weeks ago


    Étreux, Hauts-de-France, United States Wellington Management Company, LLP Full time

    About UsWellington Management is a leading investment management firm with a global presence. Our comprehensive investment solutions cater to the unique needs of institutional clients in over 60 countries. We pride ourselves on our collaborative culture, which fosters independent thought and healthy debate. As a private partnership, our ownership structure...


  • Étreux, Hauts-de-France, United States Wellington Management Company, LLP Full time

    About the RoleWellington Management Company, LLP is seeking a Senior Fund Treasury & Custody Analyst to join our InvesTech Fund Treasury & Custody Team. As a key member of our team, you will play a crucial role in advising portfolio management on how to optimize their financing costs, working with counterparties to maximize franchise value, and customizing...


  • Étreux, Hauts-de-France, United States Fidelity Investments Full time

    About the TeamThe Fidelity Institutional Credit Risk Management Team sits within the Fidelity Enterprise Risk Management organization and is part of the Credit and Counterparty Center of Excellence.Role SummaryAs a Credit Risk Analyst, you will support senior team members as well as independently assess and evaluate the credit worthiness of bank and...


  • Étreux, Hauts-de-France, United States Fidelity TalentSource LLC Full time

    Job Title: Credit Risk AnalystJob Summary: We are seeking a skilled Credit Risk Analyst to join our team at Fidelity Investments. As a Credit Risk Analyst, you will play a critical role in assessing and evaluating the credit worthiness of bank and broker-dealer counterparties across Fidelity platforms.Key Responsibilities:Perform written credit analysis on...


  • Étreux, Hauts-de-France, United States Fidelity Investments Full time

    The RoleThe Associate Account Management position requires a highly motivated and experienced professional to support the overall relationship with hedge fund clients. The successful candidate will be responsible for delivering portfolio finance solutions, brokerage support, and world-class service to our clients.The Purpose of Your RoleAs an extension of...

  • Sales Associate

    4 weeks ago


    Étreux, Hauts-de-France, United States Nike Full time

    **About the Role**We are seeking a highly motivated and customer-focused individual to join our team as a Sales Associate at Nike Boston. As a Sales Associate, you will be responsible for providing exceptional customer service, maintaining a high level of product knowledge, and driving sales growth.**Key Responsibilities**Provide outstanding customer...

  • Sales Associate

    4 weeks ago


    Étreux, Hauts-de-France, United States Michael Page Full time

    About the RoleWe are seeking a highly motivated and results-driven Sales Associate to join our team at Michael Page. As a Sales Associate, you will be responsible for hunting new business opportunities and lead generation, managing the process from interview through offer stage and close of sale, and building close partnerships with clients to help their...

  • Sales Associate

    4 weeks ago


    Étreux, Hauts-de-France, United States Burrow Full time

    Part-time Sales Associate Opportunity at BurrowBurrow is seeking a motivated and adaptable Part-time Sales Associate to join our retail team in Boston. This role will support the daily sales and operations of our showroom, reporting directly to the Store Manager.Key Responsibilities:Drive sales and deliver a consistently memorable customer experienceSupport...

  • Sales Associate

    4 weeks ago


    Étreux, Hauts-de-France, United States Dunkin' Full time

    Job Title: Sales AssociateAt Dunkin', we're passionate about delivering exceptional customer experiences. As a Sales Associate, you'll play a vital role in making that happen. About the Role:We're seeking a highly motivated and customer-focused individual to join our team. As a Sales Associate, you'll be responsible for providing top-notch service to our...


  • Étreux, Hauts-de-France, United States Citigroup Inc Full time

    Job SummaryThe Investment Associate Senior Analyst is a seasoned professional role that requires in-depth disciplinary knowledge and expertise in investment analysis. The successful candidate will contribute to the development of new techniques and improve processes and workflows for the investment team.This role involves integrating subject matter and...

  • Sales Associate

    4 weeks ago


    Étreux, Hauts-de-France, United States Abacus Full time

    Job Title: Sales AssociateAbout the Role:We are seeking a highly motivated and organized Sales Associate to join our Business Partnerships team at Abacus. As a Sales Associate, you will play a critical role in supporting the sales efforts of our team, working closely with Account Executives and Business Partnerships Management to drive revenue growth and...

  • Sales Associate

    4 weeks ago


    Étreux, Hauts-de-France, United States Michael Kors Full time

    Unlock Your Potential at Michael KorsAre you a fashion-forward individual with a passion for delivering exceptional customer experiences? Do you thrive in a fast-paced, creative environment? We're seeking a talented Sales Associate to join our team at Michael Kors.About the Role:As a Sales Associate, you will be responsible for driving sales results through...


  • Étreux, Hauts-de-France, United States Boston University Full time

    Job Title: Associate Director, Debt ManagementJob Summary:The Associate Director, Debt Management is a key member of the Debt & Treasury team at Boston University. This position actively assists in the management of the University's debt programs, both long-term and short-term, taxable, and tax-exempt.Main Responsibilities:Debt management and financial...

  • Sales Associate

    4 weeks ago


    Étreux, Hauts-de-France, United States Vans Full time

    About VansVans is a leading action sports footwear company, rooted in authenticity and creativity. Founded in 1966, we have thrived on a legacy of impacting our greater community through four pillars: action sports, music, art, and street culture.Job SummaryWe are seeking a highly motivated and customer-focused Sales Associate to join our team. As a Sales...

  • Sales Associate

    4 weeks ago


    Étreux, Hauts-de-France, United States Brigham and Women's Hospital Full time

    Job SummaryThe Sales Associate plays a vital role in maintaining a customer-centric retail environment at Brigham and Women's Hospital. This position requires a strong focus on customer service, cash handling, and visual merchandising.Key ResponsibilitiesProcess transactions accurately through the cash register, utilizing mathematical skills and familiarity...