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 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!
Responsibilities:
- Supports end to end treasury sales process for Treasury Sales Officers on the General Industries – Healthcare, Technology, Sponsors, Restaurants (HTSR) team focused on developing strategies to grow revenue domestically and internationally.
- Leverages internal partners and resources to coordinate industry, prospect, and client research, supporting high quality pre call planning for TSOs and product partners.
- Maintains accountability for the accuracy and integrity of sales data across core systems, including deal pipeline, client plans, call reports, pricing, and rates.
- Produces and supports client and portfolio level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis.
- Partners with AML and onboarding teams to facilitate client readiness, including coordination of KYC onboarding for new legal entities as required.
- Assists 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 tracking
- Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning
- Completes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing
- Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships
- Supports clients through implementation, client onboarding, and training activities
- Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting
- Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers
- 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
Required Qualifications:
- Minimum of one year of treasury management/corporate banking experience or successful completion of a training program
- Ability to Travel up to 5%
- Demonstrates strong business and financial acumen enabling effective problem solving, analysis of trends and opportunities, risk management and preparation for client meetings
- Builds strong client relationships through effective communication and collaboration
- Displays a proactive mindset and effective time management
- Demonstrates a results-driven mindset and prioritizes client and team interests
- Strong computer application skills, including Microsoft Office
Desired Skills:
- Two or more years of B2B sales and/or client service experience in a financial services environment
- Bachelor’s degree or equivalent work experience
- Holds a Certified Treasury Professional certification or equivalent
- Experience prospecting and developing new business
- Knowledge of U.S. or international cash management products
- Prior experience in Global Payments, Treasury Management, or Corporate Banking strongly preferred.
- Two to five years of relevant banking experience across sales, operations, compliance, and/or product management.
- Demonstrated ability to identify, develop, and support new business opportunities through proactive client engagement and solution alignment.
- Working knowledge of U.S. and global treasury management products, services, and industry trends.
- Preferred Candidates will have proven experience prospecting and developing new business
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
Minimum Education Requirement: Bachelor’s Degree or Equivalent Work Experience
For internal employees; participation in a work from home posture does not make you ineligible to post.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)Pay and benefits informationPay range$95,000.00 - $109,200.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis 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.BenefitsThis 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.
