Full-Time

Treasury Sales Associate

Confirmed live in the last 24 hours

Bank of America

Bank of America

10,001+ employees

Provides banking, investment, and asset management services

Fintech
Financial Services

Compensation Overview

$95k - $108kAnnually

+ Discretionary Incentive

Junior, Mid

North Bethesda, MD, USA + 2 more

More locations: Charlotte, NC, USA | Baltimore, MD, USA

Category
Treasury
Sales & Account Management
Finance & Banking
Required Skills
Marketing
Requirements
  • 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) experience
  • Preferred candidates will have their CTP (Certified Treasury Professional)
  • Preferred Candidates will have proven experience prospecting and developing new business
Responsibilities
  • 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 implementation

Bank of America provides a wide range of financial services to individuals, small and medium-sized businesses, and large corporations. Their offerings include banking, investing, asset management, and risk management products. The company serves around 56 million consumer and small business clients in the U.S. and is recognized as a leading wealth management firm. Additionally, Bank of America is a major player in corporate and investment banking, as well as trading. What sets Bank of America apart from its competitors is its extensive client base and comprehensive service offerings that cater to various financial needs. The company's goal is to help clients achieve their financial objectives while managing their investments and risks effectively.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

N/A

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Working at Bank of America offers exposure to a diverse range of financial products and services, enhancing career development opportunities.
  • The bank's leadership in wealth management and investment banking provides employees with the chance to work on high-impact projects and deals.
  • Bank of America's global presence and strong market position offer stability and growth potential for employees.

What critics are saying

  • The highly competitive nature of the financial services industry requires Bank of America to continuously innovate to maintain its market position.
  • Regulatory changes and economic fluctuations can impact the bank's operations and profitability, posing challenges for employees.

What makes Bank of America unique

  • Bank of America stands out as a global leader in corporate and investment banking, offering a comprehensive suite of financial services that cater to a wide range of clients from individuals to large corporations.
  • The bank's extensive network and relationships with approximately 56 million U.S. consumer and small business clients provide a significant competitive edge in the financial services industry.
  • Bank of America's involvement in high-profile credit facilities, such as Uber's $5B revolving credit, showcases its capability to handle large-scale financial transactions.

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