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Treasury Sales Analyst

Bank of America

This is a Full-time position in Los Angeles, CA posted November 23, 2021.

Job Description:

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 Treasury Sales Analyst (TSA) will be responsible for supporting

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

opportunities

*Required Skills: “Must” have these skills to be minimally qualified.

• B.S. or B.A. degree

• 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 

• A deep understanding of bank structure and the operational aspects of global cash management products and services. 

• 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 close team environment 

• Proficiency with MS Office suite of tools, especially Excel and PowerPoint

Desired Skills:

• Creativity, futuristic, advocacy 

• Prior treasury sales/corporate banking experience

• Sales and relationship management skills and experience

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0 –>

Job Description:

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 Treasury Sales Analyst (TSA) will be responsible for supporting

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

opportunities

*Required Skills: “Must” have these skills to be minimally qualified.

• B.S. or B.A. degree

• 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 

• A deep understanding of bank structure and the operational aspects of global cash management products and services. 

• 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 close team environment 

• Proficiency with MS Office suite of tools, especially Excel and PowerPoint

Desired Skills:

• Creativity, futuristic, advocacy 

• Prior treasury sales/corporate banking experience

• Sales and relationship management skills and experience

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description: 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 Treasury Sales Analyst (TSA) will be responsible for supporting

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

opportunities

*Required Skills: “Must” have these skills to be minimally qualified.

• B.S. or B.A. degree

• 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 

• A deep understanding of bank structure and the operational aspects of global cash management products and services. 

• 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 close team environment 

• Proficiency with MS Office suite of tools, especially Excel and PowerPoint

Desired Skills:

• Creativity, futuristic, advocacy 

• Prior treasury sales/corporate banking experience

• Sales and relationship management skills and experience Shift:

1st shift (United States of America)

Hours Per Week: 

40