Treasury Sales Associate Bank of America
Overview
We seek a professional to lead end-to-end treasury sales for domestic and global portfolios on the Middle Market Technology Team. You will drive revenue growth through strategic client acquisition and relationship management. This role focuses on executing the Client Management Process and collaborating with internal partners.
What You'll Do11
- 1Support end to end treasury sales process for Treasury Sales Officers on the Middle Market Technology Team
- 2Develop strategies to grow revenue domestically and internationally
- 3Leverage internal partners and resources to coordinate industry prospect research
- 4Maintain accuracy and integrity of sales data across core systems
- 5Produce client and portfolio level analysis including profitability and revenue performance
- 6Partner with AML and onboarding teams to facilitate client readiness and KYC onboarding
- 7Assist with coordinating the Client Management Process including client planning and follow-up
- 8Conduct industry client and prospect research to develop proposals and pitchbooks
- 9Complete price and cost benefit analysis models to develop pricing strategies
- 10Support clients through implementation and training activities
- 11Ensure accuracy of sales data including managing sales pathways and profitability reporting
Requirements10
- 1Minimum of one year treasury management or corporate banking experience
- 2Strong business and financial acumen for problem solving and trend analysis
- 3Proven ability to build client relationships through communication and collaboration
- 4Results-driven mindset prioritizing client and team interests
- 5Two to five years of relevant banking experience across sales operations compliance or product management
- 6Demonstrated experience prospecting and developing new business
- 7Knowledge of U.S. or international cash management products
- 8Experience in Global Payments Treasury Management or Corporate Banking preferred
- 9Bachelor's degree or equivalent work experience
- 10Certified Treasury Professional certification or equivalent
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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