Treasury Sales Analyst/Associate
4 weeks ago
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.
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