Treasury Sales Analyst

Job Description:Global Transaction Services - Business Banking Treasury Sales Analyst Job Description & Program OverviewOur Global Transaction Services (GTS) business provides liquidity management, payments and receipts, trade and supply chain finance, data driven solutions, foreign exchange and commercial card services to small businesses, middle market companies, multinational corporations, financial institutions and governments around the world.Business Banking GTS Sales focuses on mid-sized, U.S.-based companies, generally with annual revenues between $5 million and $50 million, by delivering strategic financial advice and solutions to help companies grow, improve cash flow, manage U.S. and international payments, and invest for the future. TSOs and TSAs are aligned by local markets, working in close partnership with BB Relationship Managers.This opportunity will provide local Treasury Sales Analyst coverage for an average of 300 clients in the local market. This TSA will partner with Treasury Sales Officers and Relationship Managers. Key sales activities which drive client satisfaction and responsible growth include client calls, treasury relationship reviews and CashPro demonstrations. JOB DESCRIPTIONThis Treasury Sales Analyst is responsible for managing day to day operations of the TSA functions, with a focus on:Conducting Treasury Management reviewsDemonstrating the capabilities of CashPro to new prospects and existing clientsConferring with TSO, Client Manager, and/or Product Management regarding non-standard pricing and negotiationTaking a lead role in the coordination of complex RFP processes together with the TSO/Client Manager (CM)Routing customer requests to the appropriate TSO/CM for further analysisPreparing presentation documents and assisting in relationship planning, gathering information regarding prospects andupdating plan as neededIdentify broad treasury opportunities for the team, attain treasury calling goals and consistently understand and manage all complex deals successfullyREQUIRED SKILLS1-3 years of work experience in the treasury management fieldB.S. or B.A. degreeStrong and demonstrated client facing skills; able to clearly communicate and influence clients and business partners over the phone/virtually and in-personWorking knowledge of Bank of America operating platforms (IMPACS, Interact, Navigator, GFO)Working knowledge of GTS products, capabilities and applicability to various client segmentsUnderstanding of Risk Framework; Proficient in identifying and managing appropriate riskAbility to establish strong relationships with clients to develop new revenue opportunitiesEffective communication with client and internal business partners, verbally and in written formAbility to identify and escalate potential issues earlyAbility to prioritize and manage a portfolio of clientsStrong organizational skills and time management, including ability to re-direct service work to proper channelsTravel 10% of timeDESIRED SKILLSPassionately curious - motivated by understanding client relationships, areas for growth, efficiencies and making practical, meaningful suggestions to simplify and improveCourageous; innate comfort in challenging status quo, debating issue that negatively impact client experience and shareholder valueDemonstrates accountability end-to-end, irrespective of issue, ability to coach/mentor junior associates and work independentlyKnowledge of bank network and effective business partneringJob Band:H6Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 --> Job Description:Global Transaction Services - Business Banking Treasury Sales Analyst Job Description & Program OverviewOur Global Transaction Services (GTS) business provides liquidity management, payments and receipts, trade and supply chain finance, data driven solutions, foreign exchange and commercial card services to small businesses, middle market companies, multinational corporations, financial institutions and governments around the world.Business Banking GTS Sales focuses on mid-sized, U.S.-based companies, generally with annual revenues between $5 million and $50 million, by delivering strategic financial advice and solutions to help companies grow, improve cash flow, manage U.S. and international payments, and invest for the future. TSOs and TSAs are aligned by local markets, working in close partnership with BB Relationship Managers.This opportunity will provide local Treasury Sales Analyst coverage for an average of 300 clients in the local market. This TSA will partner with Treasury Sales Officers and Relationship Managers. Key sales activities which drive client satisfaction and responsible growth include client calls, treasury relationship reviews and CashPro demonstrations. JOB DESCRIPTIONThis Treasury Sales Analyst is responsible for managing day to day operations of the TSA functions, with a focus on:Conducting Treasury Management reviewsDemonstrating the capabilities of CashPro to new prospects and existing clientsConferring with TSO, Client Manager, and/or Product Management regarding non-standard pricing and negotiationTaking a lead role in the coordination of complex RFP processes together with the TSO/Client Manager (CM)Routing customer requests to the appropriate TSO/CM for further analysisPreparing presentation documents and assisting in relationship planning, gathering information regarding prospects andupdating plan as neededIdentify broad treasury opportunities for the team, attain treasury calling goals and consistently understand and manage all complex deals successfullyREQUIRED SKILLS1-3 years of work experience in the treasury management fieldB.S. or B.A. degreeStrong and demonstrated client facing skills; able to clearly communicate and influence clients and business partners over the phone/virtually and in-personWorking knowledge of Bank of America operating platforms (IMPACS, Interact, Navigator, GFO)Working knowledge of GTS products, capabilities and applicability to various client segmentsUnderstanding of Risk Framework; Proficient in identifying and managing appropriate riskAbility to establish strong relationships with clients to develop new revenue opportunitiesEffective communication with client and internal business partners, verbally and in written formAbility to identify and escalate potential issues earlyAbility to prioritize and manage a portfolio of clientsStrong organizational skills and time management, including ability to re-direct service work to proper channelsTravel 10% of timeDESIRED SKILLSPassionately curious - motivated by understanding client relationships, areas for growth, efficiencies and making practical, meaningful suggestions to simplify and improveCourageous; innate comfort in challenging status quo, debating issue that negatively impact client experience and shareholder valueDemonstrates accountability end-to-end, irrespective of issue, ability to coach/mentor junior associates and work independentlyKnowledge of bank network and effective business partneringJob Band:H6Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 Job Description:Global Transaction Services - Business Banking Treasury Sales Analyst Job Description & Program OverviewOur Global Transaction Services (GTS) business provides liquidity management, payments and receipts, trade and supply chain finance, data driven solutions, foreign exchange and commercial card services to small businesses, middle market companies, multinational corporations, financial institutions and governments around the world.Business Banking GTS Sales focuses on mid-sized, U.S.-based companies, generally with annual revenues between $5 million and $50 million, by delivering strategic financial advice and solutions to help companies grow, improve cash flow, manage U.S. and international payments, and invest for the future. TSOs and TSAs are aligned by local markets, working in close partnership with BB Relationship Managers.This opportunity will provide local Treasury Sales Analyst coverage for an average of 300 clients in the local market. This TSA will partner with Treasury Sales Officers and Relationship Managers. Key sales activities which drive client satisfaction and responsible growth include client calls, treasury relationship reviews and CashPro demonstrations. JOB DESCRIPTIONThis Treasury Sales Analyst is responsible for managing day to day operations of the TSA functions, with a focus on:Conducting Treasury Management reviewsDemonstrating the capabilities of CashPro to new prospects and existing clientsConferring with TSO, Client Manager, and/or Product Management regarding non-standard pricing and negotiationTaking a lead role in the coordination of complex RFP processes together with the TSO/Client Manager (CM)Routing customer requests to the appropriate TSO/CM for further analysisPreparing presentation documents and assisting in relationship planning, gathering information regarding prospects andupdating plan as neededIdentify broad treasury opportunities for the team, attain treasury calling goals and consistently understand and manage all complex deals successfullyREQUIRED SKILLS1-3 years of work experience in the treasury management fieldB.S. or B.A. degreeStrong and demonstrated client facing skills; able to clearly communicate and influence clients and business partners over the phone/virtually and in-personWorking knowledge of Bank of America operating platforms (IMPACS, Interact, Navigator, GFO)Working knowledge of GTS products, capabilities and applicability to various client segmentsUnderstanding of Risk Framework; Proficient in identifying and managing appropriate riskAbility to establish strong relationships with clients to develop new revenue opportunitiesEffective communication with client and internal business partners, verbally and in written formAbility to identify and escalate potential issues earlyAbility to prioritize and manage a portfolio of clientsStrong organizational skills and time management, including ability to re-direct service work to proper channelsTravel 10% of timeDESIRED SKILLSPassionately curious - motivated by understanding client relationships, areas for growth, efficiencies and making practical, meaningful suggestions to simplify and improveCourageous; innate comfort in challenging status quo, debating issue that negatively impact client experience and shareholder valueDemonstrates accountability end-to-end, irrespective of issue, ability to coach/mentor junior associates and work independentlyKnowledge of bank network and effective business partneringShift:1st shift (United States of America)Hours Per Week: 40

Created: 2021-11-29