Treasury Sales Associate I - Private Bank Global Payment Solutions
New York, New York;Hartford, Connecticut
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Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Responsibilities:
Supports end to end treasury sales process for Treasury Sales Officers on the Private Bank GPS Division, highest growth rate in 2026.
Serves as a key client facing resource, demonstrating strong interpersonal skills and a client centric mindset while engaging with some of the world's most well recognized Private Bank Clients.
Leverages internal partners and resources to coordinate industry, prospect, and client research, supporting high quality pre call planning for TSOs and product partners.
Maintains accountability for the accuracy and integrity of sales data across core systems, including deal pipeline, client plans, call reports, pricing, and rates.
Produces and supports client and portfolio level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis.
Partners with AML and onboarding teams to facilitate client readiness, including coordination of KYC onboarding for new legal entities as required.
Assists with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking
Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning
Completes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing
Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships
Supports clients through the implementation, client onboarding, and training activities
Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting
Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers
Required Qualifications:
Minimum of one year of treasury management/corporate banking experience or successful completion of a training program
Ability to Travel up to 10%
Demonstrates strong business and financial acumen enabling effective problem solving, analysis of trends and opportunities, risk management and preparation for client meetings
Builds strong client relationships through effective communication and collaboration
Displays a proactive mindset and effective time management
Demonstrates a results-driven mindset and prioritizes client and team interests
Availability for business travel and independent client callas as needed/approved.
High degree of competence with MS Excel, Word, PowerPoint and Salesforce
Desired Skills:
Bachelor's degree or equivalent work experience
Holds a Certified Treasury Professional certification or equivalent
Experience prospecting and developing new business
Knowledge of U.S. or international cash management products
Prior experience in Global Payments, Treasury Management, or Corporate Banking strongly preferred.
Two to five years of relevant banking experience across sales, operations, compliance, and/or product management.
Demonstrated ability to identify, develop, and support new business opportunities through proactive client engagement and solution alignment.
Working knowledge of U.S. and global treasury management products, services, and industry trends.
Skills:
Treasury Product and Solutions
Account Management
Client Management
Customer and Client Focus
Oral Communications
Presentation Skills
Critical Thinking
Data Management
Portfolio Analysis
Problem Solving
Relationship Building
Active Listening
Analytical Thinking
Collaboration
Prioritization
Written Communications
Minimum Education Requirement: Bachelor's Degree or Equivalent Work Experience
For internal employees; participation in a work from home posture does not make you ineligible to post.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\EEOC\KnowYourRights6.12.pdf) " poster.
View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
