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Treasury Sales Associate/Analyst IBoston, Massachusetts;New York, New York; Hartford, ConnecticutJob 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!This job is responsible for facilitating a direct end-to-end relationship with one or more Treasury Sales Officers (TSOs) to manage and grow both domestically and globally within an assigned portfolio. Key responsibilities include supporting all activities from sale through implementation and coordinating the Client Management Process (CMP) by focusing on client acquisition and deepening existing relationships. Job expectations include partnering with product specialists and service partners by making recommendations and creating customized treasury solutions that meet client needs.We are seeking a dynamic and motivated Treasury Sales Associate/Analyst to join our Healthcare, Education, Not-For-Profit (HENFP) team. HENFP is a major division of the Global Commercial Bank. It is unique in that its client teams are dedicated to adding value by providing specialized solutions to Not-for-Profit Healthcare (hospitals, health systems and insurance providers), Private Higher Education, and Not-for-Profits (charitable, cultural, social, and professional institutions) with annual revenues starting at $50 million and with no upper limit on revenue size of those organizations (the largest exceed $20 billion in annual revenue). The ideal candidate will be a highly motivated, self-starter who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX, and commercial card services. This candidate should be prepared to challenge the status quo and influence peers with diverse points of view and be forward thinking with the ability to see what is next in treasury management.Responsibilities:
Assists with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking
Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning
Completes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing
Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships
Supports clients through the implementation, client onboarding, and training activities
Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting
Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers
As a Treasury Sales Associate/Analyst, you will play a vital role in providing tailored treasury solutions and support to clients within the healthcare, education, and not-for-profit industries through:
Client Support : Assist two Treasury Sales Officers (TSOs) in managing and expanding client relationships by providing exceptional service and support.
Sales Assistance : Participate in the sales process by preparing proposals, presentations, and responses to RFPs, ensuring all materials meet client needs and Bank of America's high standards.
Opportunity Generation : Develop strategies to grow revenue and increase treasury product penetration.
Product Knowledge : Develop a deep understanding of treasury products and services, including cash management, liquidity solutions, and payment services, to effectively assist TSOs in advising clients.
Cost Analysis: Complete price/cost benefit analysis models and work with TSOs for non-standard pricing
Documentation Organization: Complete card agreements and gather documentation from various areas of the bank in order to submit for implementation.
Market Research : Conduct industry research and analysis to identify trends and opportunities within the healthcare, education, and not-for-profit sectors.
Data Management : Maintain accurate client information, sales activities, and pipeline opportunities in CRM systems.
Cross-Functional Collaboration : Work closely with internal partners, including credit, risk, and operations teams, to ensure seamless delivery of treasury solutions.
Professional Development : Stay current with industry developments, regulatory changes, and Bank of America's product offerings through continuous learning and training.
Required Qualifications:
Minimum of 1 year of experience in banking, finance, or a related industry, preferably with exposure to treasury products and services.
Minimum of 2 years of B2B sales and/or client service experience in a financial services environment; preferred candidates will have Treasury experience.
Microsoft Office Suite, particularly Excel and PowerPoint experience.
Work independently and collaboratively in a team environment.
Passion for serving the healthcare, education, and not-for-profit sectors.
Desired Qualifications:
CTP (Certified Treasury Professional) Certification
Sales support or client service role within a financial institution experience
Prospecting and developing new business experience
CRM systems, such as Salesforce knowledge
Financial needs and challenges faced by healthcare, education, and not-for-profit organizations knowledge
Minimum Education Requirements: Bachelor’s degree in finance, business, or equivalent work experienceSkills:
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
Detail Oriented
Shift:1st shift (United States of America)Hours Per Week:40Bank 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 and affirmative action, 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 "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA508c.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 .