Treasury Sales Associate I

Back to search results Treasury Sales Associate I Seattle, Washington; Portland, Oregon; San Francisco, California; Los Angeles, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge 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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.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. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!Job Description:The Treasury Sales Associate 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.Responsibilities:Develop strategies to grow revenue and increase treasury product penetrationComplete price/cost benefit analysis models; work with TSO for non-standard pricingSupport 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 prospectsSupport activities in coordination with IA from sale - implementation, onboarding and trainingComplete industry research on clients and prospects; client opportunity analysisEnsure escalated service issues are properly managed with the right resourcesPrepare analysis and presentation materials for all client meetingsComplete card agreements and gather documentation from various areas of the bank in order to submit for implementationAssists 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 trackingConducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planningCompletes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricingPartners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationshipsSupports clients through the implementation, client onboarding, and training activitiesEnsures the accuracy of sales data including managing sales pathways, call reporting, and profitability reportingParticipates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales OfficersRequired Qualifications:Two or more years of B2B sales and/or client service experience in a financial services environment; preferred candidates will have Treasury experienceProven excellent verbal and written communication skillsProven organizational and time management skillsDemonstrated ability to analyze issues and develop solutionsProven experience working in a fast-paced environment as part of a larger teamProven experience developing rapport with clients, colleagues and other business partnersExcellent MS Office (Word/Excel/PowerPoint/Outlook) experienceDesired Qualifications:Preferred candidates will have their CTP (Certified Treasury Professional)Preferred Candidates will have proven experience prospecting and developing new businessBachelor's degree, or equivalent work experience; preferredSkills:Account ManagementClient ManagementCustomer and Client FocusOral CommunicationsPresentation SkillsCritical ThinkingData ManagementPortfolio AnalysisProblem SolvingRelationship BuildingActive ListeningAnalytical ThinkingCollaborationPrioritizationWritten CommunicationsThe 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 OriginatorsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Full time JR-26029409 Manages People: No Travel: No Age requirement: Must at least be 18 years of age. California pay and benefits information California pay range: $95,000.00 - $109,200.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This 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. Benefits This 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 Washington pay and benefits information Washington pay range: $95,000.00 - $109,200.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This 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. Benefits This 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 Share: Save job Job saved