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Treasury Sales Associate

New York, New York;Chicago, Illinois

Job Description:

At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for a highly motivated individual to join the North America Investments and Securities team within the Global Payment Solutions business.

We provide treasury services for Asset Managers, Private Capital firms, Broker Dealers, and Exchanges. We need self-starters who can advocate for our clients in providing liquidity management, payments and receipts, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management.

The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.

Job Responsibilities:

The Treasury Sales Associate (TSA) is responsible for supporting the end to end sales process with the Treasury Sales officer within the North America Investments and Securities team. While balancing the responsibility of actively managing and growing the TSO’s global book of business, the individual will also be responsible for being the central point for Know Your Customer (KYC) processes for the client portfolio.

+ Serve as the primary coordinator for onboarding activities, acting as the key liaison between clients and the bank's KYC and implementation teams for cash management services.

+ Extensive client interaction requiring the TSA to demonstrate strong interpersonal skills and a client centric attitude working with some of the most recognizable FI organizations in the world.

+ Collaborate with multiple partners across multiple regions in Corporate Banking, Product Management, Service & Fulfillment, Credit, Risk, Compliance and Operations to deliver locally-relevant, globally consistent solutions to our broad base of clients.

+ Develop a deep understanding of bank structure and the operational aspects of global cash management products and services.

+ Utilize support partners and resources to coordinate industry, prospect and client research for use in pre-call planning for TSOs and partners.

+ Accountable for accuracy of sales data within source systems (e.g. Deal Pipeline, client plans, call reports, pricing and CRC preparations). The individual will also prepare presentations, proposals to support the TSO's sales efforts.

+ Provide support client and portfolio level analysis including profitability, revenue, product and balance trends and variance.

+ Position the successful candidate for an expanded role in GTS Sales and other lines of business. Many high performing TSAs have successfully progressed to TSO and TSM roles across the organization.

Job Qualifications:

+ B.S./ B.A. degree or equivalent work experience

+ Exceptional interpersonal skills with demonstrated ability to develop effective business partnerships

+ Ability to excel in a high paced environment and manage multiple priorities/projects

+ Follow-through skills and time management are critical elements of this position

+ Excellent verbal and written communication skills

+ Demonstrates strong business acumen

+ Extensive Microsoft Office skills to support data management and financial analysis

+ Prior GTS/corporate banking experience is preferred

+ 2 to 5 years of related banking roles in sales, operations, compliance, or KYC onboarding desired. Certifications in CTP, ACAMS, CAMS a plus but not required

+ Familiarity with US and global treasury management products, services and trends and Knowledge of any of the industry segments including but not limited to alternative or traditional asset management, broker-dealer, insurance, mortgage, title, payment processor or banking industries

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.