Treasury Sales Associate

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

**GPS Overview**

At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.

The TSA will be partnered with the Treasury Sales Officer focused on developing strategies to grow revenue domestically and globally with a portfolio of Large Corporate clients headquartered in Canada and subsidiaries of globally headquartered clients operating in Canada. 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**
- Support the Treasury Sales Officer (TSO) in exceeding portfolio growth goals; including client/prospect research; proposal development, and other ad hoc sales support duties
- Assist in identifying solutions to client needs as requested or as a result of needs analysis
- Prepare treasury services reviews, and upsell Treasury products and services as needed
- Produce pricing/cost benefit models and confer with the TSO and Management regarding non-standard pricing and negotiation
- Accountable for accuracy of sales data within source systems and other sales tracking systems which may be developed
- Resolve any non-sales client issues
- Assist clients in navigating the bank by liaising with the Client Service, Fulfillment, Credit and other partner teams
- Prepare account schematics, proposal documents and sales presentations
- Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction
- Assist in coordinating plans around deepening existing relationships through identification of client needs
- Utilize support partners and resources to coordinate industry, prospect, and client research

**Required Skills**:

- Minimum 2-5 years’ experience in major financial institution’s corporate client facing role
- Knowledge of cash management and familiarity with credit, trade and foreign exchange
- Excellent analytical, sales, communication and presentation skills (written and verbal)
- Ability to multi-task and adapt to change
- Strong organizational skills and ability to prioritize workload from diverse sources
- 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
- Some travel required
- Excellent MS Office (Word/Excel/PowerPoint/Outlook) experience
- Bachelor's degree or equivalent work experience

**Desired Skills**
- Certified Cash Manager/Certified Treasury Professional designation 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

**What Bank of America Offers**

Bank of America embodies a culture that extends from how we think, to how we behave, and to how we measure performance. By achieving excellen