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About the Role
This role supports Treasury Sales Officers (TSOs) in managing and growing an assigned portfolio, focusing on client acquisition and deepening relationships through customized treasury solutions.
Responsibilities
- Supports the end-to-end treasury sales process for Treasury Sales Officers, focusing on revenue growth domestically and internationally.
- Leverages internal partners for research and pre-call planning.
- Maintains accuracy of sales data across core systems.
- Produces and supports client and portfolio level analysis.
- Partners with AML and onboarding teams to facilitate client readiness and KYC onboarding.
- Assists with coordinating the Client Management Process (CMP).
- Conducts research to develop strategies and create proposals.
- Completes price and cost benefit analysis models to develop pricing strategies.
- Partners with Product Specialists to develop revenue growth strategies.
- Supports clients through implementation, onboarding, and training.
- Ensures accuracy of sales data, including managing sales pathways and reporting.
- Participates in in-person calling activities and ad-hoc direct sales opportunities.
- Manages escalated service issues with appropriate resources.
- Prepares analysis and presentation materials for client meetings.
- Completes card agreements and gathers documentation for implementation.
Requirements
- Minimum of one year of treasury management/corporate banking experience or successful completion of a training program.
- Ability to Travel up to 5%.
- 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.
- Strong computer application skills, including Microsoft Office.
Skills
- Two or more years of B2B sales and/or client service experience in a financial services environment.
- Certified Treasury Professional certification or equivalent.
- Experience prospecting and developing new business.
- Knowledge of U.S. or international cash management products.
- Prior experience in Global Payments, Treasury Management, or Corporate Banking strongly preferred.
- Two to five years of relevant banking experience across sales, operations, compliance, and/or product management.
- Demonstrated ability to identify, develop, and support new business opportunities through proactive client engagement and solution alignment.
- Working knowledge of U.S. and global treasury management products, services, and industry trends.
- Proven experience prospecting and developing new business.
Location
- US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110)
- US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)
Work Type
- 1st shift
- 40 Hours Per Week
Experience Level
- Minimum of one year of treasury management/corporate banking experience
- Two or more years of B2B sales and/or client service experience
- Two to five years of relevant banking experience
Education Level
- Bachelor’s degree or equivalent work experience
Salary/Compensations
- $95,000.00 - $109,200.00 annualized salary
- Discretionary incentive eligible
- Eligible for annual discretionary award
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support
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.
- We are committed to fostering an inclusive workplace where every teammate has the opportunity to succeed.
- 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.
Equal Opportunity
- We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.