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Treasury Sales Analyst
- Bank of America (Albany, NY)
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Treasury Sales Analyst
Buffalo, New York;Albany, New York
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!
Job Responsibilities:
A Treasury Sales Analyst at Bank of America is a role that supports the Treasury Management Sales Team (TSO) in growing treasury management revenue. They are responsible for activities from sales through implementation, including client management, portfolio development, pricing strategy, and proposal/presentation development.
+ Client Engagement: Develop and maintain relationships with clients, identifying opportunities to grow revenue and increase treasury product penetration.
+ Product Knowledge: Possess a strong understanding of Bank of America's treasury products and services, including cash management, liquidity solutions, and payment services.
+ Sales Support: Support TSOs in developing strategies, creating proposals, and delivering presentations to clients.
+ Implementation Coordination: Coordinate the implementation of treasury solutions, gathering necessary documentation and working with internal partners.
+ Market Research: Conduct industry research to identify trends and opportunities, and develop strategies to target specific client segments.
+ Data Management: Maintain accurate client information, sales activities, and pipeline opportunities in CRM systems.
Job Qualifications:
+ Communication: Excellent verbal and written communication skills.
+ Analytical Skills: Ability to analyze issues and develop solutions.
+ Financial Acumen: Understanding of financial principles and concepts.
+ Organizational Skills: Strong time management and organizational skills.
+ Interpersonal Skills: Ability to build rapport with clients, colleagues, and business partners.
+ Technology Proficiency: Proficiency in MS Office applications (Word, Excel, PowerPoint, Outlook).
+ Undergraduate degree or equivalent work experience
+ Experience in B2B sales or client service and exposure to treasury products and services is preferred
Skills:
+ 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
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.
To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .
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.
To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .
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.
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