Treasury Sales Analyst

Los Angeles, CA Full Time
POSTED ON 5/7/2024

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:

At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technological advances into treasury solutions for our clients across all segments and industries, and around the world.

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, foreign exchange payments, and commercial card services, by complementing high tech with a personalized touch. The ideal candidate will be able to influence peers with diverse points of view and challenge the status quo. We are seeking 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. Solving for today, anticipating tomorrow.

The Treasury Sales Analyst (TSA) will be responsible for suporting portfolio of two Treasury Sales Officers managing and aggressively growing treasury revenue across fortune 500 global companies within the Large Corporate Consumer Products and Retail Industry clients.  He or she will partner with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange, product specialists and service partners presenting customized treasury solutions that meet client objectives. 

•  Focus on growth of new client relationships and expansion of existing relationships by identifying and cross selling our global treasury solutions while building a strong sales pipeline.

•  Accountable for responsible revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery within the confines of a dedicated client portfolio.

•  Possess strong communication and interpersonal skills and appropriate financial acumen.  The TSA must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics

• Maintain regular client interactions building direct relationships, conducting Treasury Reviews, and proactively identifying new opportunitie

Required skills: "Must" have these skills to be minimally qualified

• B.S. or B.A. degree (or equivalent work experience)

• Ability to interact with and influence people internally and externally by expert use of verbal and written communication and through strong presentation skills.

• Ability to read and leverage data to proactively identify trends and opportunities

• Strong ability to organize, prioritize and balance multiple Sales activities

• An understanding of bank structure and the operational aspects of global cash management products and services is preferred

• Understanding of and adherence to risk guidelines to proficiently identify, manage and escalate risk to grow the business responsibly

• Intrinsically motivated to continuously improve processes and/or one’s own education

• Collaborative approach to business in support of a close team environment

• Profficiency wih MS Office suite of tools, especially Excel and PowerPoin

Desired Skills:

• Creativity, futuristic, advocacy

• Prior treasury sales/corporate banking experience

• Sales and relationship management skills and experience

Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds

Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities

Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo

Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge

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

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