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About the Role
Bank of America is seeking to help make financial lives better through the power of every connection by driving Responsible Growth and delivering for clients, teammates, communities, and shareholders. This role is key to supporting the Private Bank GPS Division's Treasury Sales Officers, focusing on client engagement and sales data integrity.
Responsibilities
- Supports the end-to-end treasury sales process for Treasury Sales Officers on the Private Bank GPS Division.
- Serves as a key client-facing resource, demonstrating strong interpersonal skills and a client-centric mindset.
- Leverages internal partners and resources to coordinate industry, prospect, and client research for pre-call planning.
- 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 and coordinate KYC onboarding for new legal entities.
- Assists with coordinating the Client Management Process (CMP), including client planning, calling efforts, meeting preparation, delivery, follow-up, and revenue tracking.
- Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks.
- Completes price and cost-benefit analysis models to develop pricing strategies, including working with TSOs on non-standard pricing.
- Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships.
- Supports clients through 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.
Requirements
- 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 calls as needed/approved.
- High degree of competence with MS Excel, Word, PowerPoint and Salesforce.
Skills
- Treasury Product and Solutions
- Private Bank Familiarity
- 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
Location
- US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)
Work Type
- 1st shift
- 40 Hours Per Week
Experience Level
- Two to five years of relevant banking experience across sales, operations, compliance, and/or product management.
Education Level
- Bachelor’s Degree or Equivalent Work Experience
- Certified Treasury Professional certification or equivalent
Salary/Compensations
- $95,000.00 - $109,200.00 annualized salary
Benefits
- Discretionary incentive eligible
- Eligible to participate in the annual discretionary plan.
- Benefits eligible
- Industry-leading benefits
- Access to paid time off
- Resources and support
About the Company
- 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!
Equal Opportunity
- For internal employees; participation in a work from home posture does not make you ineligible to post.