Denver, CO, 80238, USA
2 days ago
Treasury Sales Associate
Treasury Sales Associate Chicago, Illinois;Newport Beach, California; Scottsdale, Arizona; San Francisco, California; Los Angeles, California; Dallas, Texas; Denver, Colorado **Job Description:** 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! **Job Responsibilities:** The Treasury Solutions Analyst/Associate (TSA) role will be partnered with Treasury Sales Officer(s) (TSO) focused on developing strategies to grow revenue domestically and globally for the bank's Healthcare, Higher Education and Not-for-Profit vertical (HENFP). Key accountabilities include: independent focus of treasury sales opportunities, supporting all activities from sale through implementation, ongoing client relationship management, overall driving and attainment of Treasury revenue goals. To be successful in the role, TSA’s must maintain and build a strong client focus, and awareness and understanding of the bank and operational aspects of the products and services used by clients in addition to possessing good interpersonal, communication and presentation skills. + Develop strategies to grow revenue and increase treasury product penetration + Complete price/cost benefit analysis models; work with TSO for non-standard pricing + Support TSO on large scale opportunities and deepen relationships at lower half of portfolio with guidance from TSO; includes in person calling on clients + Partner with TSO's in relationship planning, gathering information regarding clients and prospects + Must posses an ability to stay organized and be able to influence business partners to drive client deliverables + Complete industry research on clients and prospects; client opportunity analysis + Ensure escalated service issues are properly managed with the right resources + Prepare analysis and presentation materials for all client meetings **Job Requirements:** + 3+ years of B2B sales and/or client service experience in a financial services environment; preferred candidates will have Treasury experience + Bachelor’s degree, or equivalent work experience; preferred candidates will have a degree in Business (Finance, Marketing, etc.) + Proven excellent verbal and written communication skills + Must have organization 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 + Solid functional knowledge of MS Office (Word/Excel/PowerPoint/Outlook/Teams) experience + Active CTP (Certified Treasury Professional) is a plus + Proven experience prospecting and developing new business with Healthcare, Higher Education and/or Not-for-Profit clients is preferred **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.
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