Treasury Sales Associate
Company: Disability Solutions
Location: New York
Posted on: October 25, 2024
Job Description:
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. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day.One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being.Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization.Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us!Job Description:The Treasury Solutions Analyst
role will be partnered with HTSR Treasury Sales Officer(s) (TSO)
focused on developing strategies to grow revenue domestically and
globally. 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.
- Assist TSOs in relationship planning, gathering information
regarding clients and prospects
- Support activities in coordination with IA from sale -
implementation, onboarding and training
- 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
- Complete card agreements and gather documentation from various
areas of the bank in order to submit for implementationRequired
Skills:
- Two or more 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
- 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)
experiencePreferred Skills:
- Preferred candidates will have their CTP (Certified Treasury
Professional)
- Preferred Candidates will have proven experience prospecting
and developing new businessShift:1st shift (United States of
America)Hours Per Week: 40Pay Transparency detailsUS - NY - New
York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)Pay and
benefits informationPay range$95,000.00 - $108,000.00 annualized
salary, offers to be determined based on experience, education and
skill set.Discretionary incentive eligibleThis role is eligible to
participate in the annual discretionary plan. Employees are
eligible for an annual discretionary award based on their overall
individual performance results and behaviors, the performance and
contributions of their line of business and/or group; and the
overall success of the Company.BenefitsThis role is currently
benefits eligible. We provide industry-leading benefits, access to
paid time off, resources and support to our employees so they can
make a genuine impact and contribute to the sustainable growth of
our business and the communities we serve.
Keywords: Disability Solutions, Hamden , Treasury Sales Associate, Sales , New York, Connecticut
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