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About the Role

The Treasury Sales Associate role will partner with Treasury Sales Officers to develop strategies for domestic and global revenue growth. This role supports all activities from sale through implementation, manages ongoing client relationships, and drives Treasury revenue goals. Success requires a strong client focus, understanding of bank products and services, and excellent interpersonal, communication, and presentation skills.

Responsibilities

Develop strategies to grow revenue and increase treasury product penetration.
Complete price/cost benefit analysis models and work with TSO for non-standard pricing.
Support TSO on large scale opportunities and deepen relationships with guidance.
Assist TSOs in relationship planning and gathering client/prospect information.
Support activities from sale through implementation, onboarding, and training.
Complete industry research on clients and prospects and perform client opportunity analysis.
Ensure escalated service issues are properly managed with the right resources.
Prepare analysis and presentation materials for client meetings.
Complete card agreements and gather necessary documentation for implementation.
Assist with coordinating the Client Management Process (CMP), including planning, calling efforts, meeting preparation, delivery, follow-up, and tracking.
Conduct research to develop strategies and create proposals and pitchbooks.
Partner with Product Specialists and support partners to grow revenue and deepen relationships.
Support clients through implementation, onboarding, and training.
Ensure accuracy of sales data, including managing sales pathways, call reporting, and profitability reporting.
Participate in in-person calling activities and ad-hoc direct sales opportunities.

Requirements

Two or more years of B2B sales and/or client service experience in a financial services environment.
Proven excellent verbal and written communication skills.
Proven organizational and time management skills.
Demonstrated ability to analyze issues and develop solutions.
Proven experience working in a fast-paced environment as part of a larger team.
Proven experience developing rapport with clients, colleagues, and other business partners.
Excellent MS Office (Word/Excel/PowerPoint/Outlook) experience.

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

Location

Los Angeles, CA
San Francisco, CA
Seattle, WA

Work Type

In-office
1st shift
40 hours per week

Experience Level

Two or more years of B2B sales and/or client service experience in a financial services environment
Treasury experience preferred

Education Level

Bachelor’s degree, or equivalent work experience

Salary/Compensations

$95,000.00 - $109,200.00 annualized salary

Benefits

Industry-leading benefits
Access to paid time off
Resources and support
Discretionary incentive eligible
Eligible to participate in the annual discretionary plan

About the Company

Bank of America is 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.
We are committed to fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career, and contribute to our shared success.
We value the unique perspectives individuals bring from all backgrounds and career paths.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Equal Opportunity

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators