Associate – Treasury Sales Associate, Cash Management & Payment Solutions (UK Large Corporate Clients), London at Bank of America | England, GB | Rezi

Associate – Treasury Sales Associate, Cash Management & Payment Solutions (UK Large Corporate Clients), London at Bank of America

Associate – Treasury Sales Associate, Cash Management & Payment Solutions (UK Large Corporate Clients), London

Bank of America · England, GB

2 weeks ago

Associate – Treasury Sales Associate, Cash Management & Payment Solutions (UK Large Corporate Clients), London

Bank of America · England, GB

17 days ago
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About the Role

As a Treasury Sales Associate (TSA) in GPSs EMEA Large Corporate Sales team, you will partner with and support Treasury Sales Officers (TSOs) with daily sales processes. You will assist in the delivery of integrated treasury solutions to existing and prospective UK large corporate clients, managing and growing revenue within assigned portfolios. The product set includes international Cash & Liquidity Management, Transactional FX, Merchant Acquiring Services, Commercial Card, and Trade Finance solutions. You will influence peers with diverse points of view and identify future trends in treasury management. Your role involves coordinating the Client Management process by focusing on client acquisition and deepening existing relationships through identifying client needs. You will utilize support partners and resources to coordinate research for pre-call planning.

Responsibilities

  • Support all activities from sales through implementation and coordinate the Client Management Process (CMP) from origination to execution by focusing on client acquisition and deepening existing relationships from client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking.
  • Partner with product specialists and utilize support partners and resources to coordinate strategic projects and develop strategies on behalf of senior management to grow revenue and deal-flow on relevant portfolios.
  • Deepen existing relationships and make recommendations and create customized treasury solutions that meet the needs of the client.
  • Conduct industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning for TSOs and partners.
  • Complete price and cost benefit analysis models to develop pricing strategies, including working with the TSO on non-standard pricing.
  • Support clients through the implementation, client onboarding, and training activities.
  • Participate in in-person calling activities and ad-hoc direct sales opportunities with TSOs.
  • Prepare materials to introduce new ideas, capabilities, and solutions to clients and prospects.
  • Maintain and log information around execution of the client contact strategy.
  • Be accountable for the accuracy of sales data within source systems (deal pipeline, client plans, call reports, and other sales tracking systems and reports which may be developed).
  • Maintain and build a client focus with awareness and understanding of the bank and the operational aspects of the products.

Requirements

  • Bachelor’s degree or equivalent work experience within a similar role and environment with demonstrated results.
  • Experience in a similar transaction banking/Corporate Banking position or Implementation, Client Service and or Product background.
  • Ability to deal with clients and other colleagues/stakeholders.
  • Focuses on customers and clients whilst promoting a culture of compliance.
  • Advocacy and influencing skills in seeking resolution to client queries.
  • Demonstrated business acumen, with effective interpersonal and communication skills, able to communicate both written and verbally with ability to be concise and with attention to accuracy and detail.
  • Organisational skills, able to prioritise and work under pressure to meet deadlines.
  • Strong presentation skills.
  • Good teamwork ethos, collaborative and ability to tackle multiple different activities within the working day.
  • Ability to learn and adapt.
  • Tenacity and drive in seeing tasks through to completion.
  • Fluency in English required.
  • Other relevant language skills highly beneficial.

Skills

  • Client-centric focus
  • Internal and external advocacy
  • Challenging the status quo
  • Collaboration
  • Influencing
  • Innovation
  • Forward-thinking ideas
  • Interpersonal skills
  • Communication skills
  • Presentation skills
  • Business acumen
  • Organizational skills
  • Teamwork
  • Adaptability
  • Tenacity
  • Drive

Location

  • London

Work Type

  • In-office culture

Experience Level

  • Associate

Education Level

  • Bachelor’s degree or equivalent work experience

Benefits

  • Private healthcare for you and your family plus an annual health screen.
  • Option to purchase a health screen for your partner.
  • Competitive pension plan.
  • Life assurance.
  • Group income protection cover.
  • 26-weeks paid maternity leave.
  • 16-weeks paid paternity leave.
  • Inclusive family leave arrangements.
  • 20 days of back-up childcare including access to school holiday clubs.
  • 20 days of back-up adult care per annum.
  • Ability to change core benefits.
  • Option of selecting a variety of flexible benefits.
  • Access to a wellbeing account.
  • Travel insurance.
  • Critical illness cover.
  • Cycle to work scheme.
  • Access to free counselling through the Employee Assistance Program.
  • Virtual GP services through private health care plan.
  • Access to an Employee Assistance Program for confidential support.
  • Ability to donate to charities of your choice directly through payroll and the bank will match your contribution.
  • Opportunity to access our Arts & Culture corporate membership program.
  • Discounted entry to some of the UK’s most iconic cultural institutions and exhibitions.
  • Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.

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 drive Responsible Growth and deliver 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.
  • Our London office is based just a stone’s throw from the magnificent St. Paul’s Cathedral on bustling King Edward Street.
  • Here you’ll find modern workspaces and a state-of-the-art auditorium space.
  • We host an onsite restaurant that shares our commitment to sustainability by providing delicious seasonal menus which have been created with the planet in mind.
  • Take time for yourself and head up to our rooftop terrace and take in the spectacular views across London.
  • Your physical wellness is well-catered for with our onsite gym facilities and medical centre.
  • Bank of America’s Global Payments Solutions (GPS) business is hiring.
  • Our focus on combining cutting-edge technology with innovative solutions, means we consistently deliver exceptional results for our clients.
  • We are a leading provider of treasury and cash management solutions.
  • We deliver for over 100,000+ clients globally, including over 73% of the Global Fortune 500.
  • We are at the forefront of delivering treasury solutions across all segments and all industries, from middle-market businesses to the world’s largest corporate and financial institutions.
  • We provide a personalised service for our clients, backed with high-tech for their liquidity management, payments and receipts, trade and supply chain finance and FX and commercial card services.
  • Good conduct and sound judgment is crucial to our long term success.
  • It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk.
  • Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.

Equal Opportunity

  • We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability.
  • The Bank selects candidates for interview based on their skills, qualifications and experience.
  • We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.