Treasury Sales Analyst (TSA) – Private Bank
Los Angeles, California
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.
Treasury Sales Analysts are responsible for supporting Treasury Sales
Officers (TSOs) managing and growing the Private Bank Clients.
TSAs provide critical assistance in proposal generation, presentation
development, price modeling, revenue tracking, pipeline maintenance,
client meeting preparation/delivery/follow-up and ad hoc direct sales
opportunities; have the opportunity for early and direct client facing
experience, through participation in client meetings.
They will partner with Private Banking TSOs, Private Bankers and their
Teams, Product Solutions Specialists, Dedicated Service and
Implementation Advisors and other partners to deliver on client cash
management requirements, including provision of thought leadership
and treasury advisory.
TSAs work closely with TSOs to develop and execute a portfolio growth
strategy.
Additional collaboration with Liquidity, Investment, CashPro partners is
expected in support of TSO-defined client objectives.
TSAs will develop and maintain strong, differentiated client
relationships, provide treasury industry expertise and have a broad
understanding of bank structure and the operational aspects of global
cash management products and services.
*Required Skills:
Must have these skills to be minimally qualified. 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 1+ years of treasury management/banking experience or successful completion of training program.
Broad familiarity with treasury management products, services and trends.
Strong interpersonal skills.
Ability to use critical thinking to solve problems, analyze trends & opportunities, and assist in preparing for client meetings.
Ability to function successfully on a self-directed basis in a fast paced environment with competing priorities under time pressure.
Strong, disciplined organizational and time management and prioritization skills
Collaborative approach to business in support of close team environment.
Excellent verbal and written communication skills.
High degree of competence with MS Excel, Word and PowerPoint
Availability for occasional business travel and independent client calling as needed/approved
Bachelor’s degree
Desired Skills:
Strong drive and desire for career development and progression.
Job Band:
H6
Shift:
1st shift (United States of America)
Hours Per Week:
40
Weekly Schedule:
Monday – Friday 8AM to 5PM local time
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.
Treasury Sales Analysts are responsible for supporting Treasury Sales
Officers (TSOs) managing and growing the Private Bank Clients.
TSAs provide critical assistance in proposal generation, presentation
development, price modeling, revenue tracking, pipeline maintenance,
client meeting preparation/delivery/follow-up and ad hoc direct sales
opportunities; have the opportunity for early and direct client facing
experience, through participation in client meetings.
They will partner with Private Banking TSOs, Private Bankers and their
Teams, Product Solutions Specialists, Dedicated Service and
Implementation Advisors and other partners to deliver on client cash
management requirements, including provision of thought leadership
and treasury advisory.
TSAs work closely with TSOs to develop and execute a portfolio growth
strategy.
Additional collaboration with Liquidity, Investment, CashPro partners is
expected in support of TSO-defined client objectives.
TSAs will develop and maintain strong, differentiated client
relationships, provide treasury industry expertise and have a broad
understanding of bank structure and the operational aspects of global
cash management products and services.
*Required Skills:
Must have these skills to be minimally qualified. 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 1+ years of treasury management/banking experience or successful completion of training program.
Broad familiarity with treasury management products, services and trends.
Strong interpersonal skills.
Ability to use critical thinking to solve problems, analyze trends & opportunities, and assist in preparing for client meetings.
Ability to function successfully on a self-directed basis in a fast paced environment with competing priorities under time pressure.
Strong, disciplined organizational and time management and prioritization skills
Collaborative approach to business in support of close team environment.
Excellent verbal and written communication skills.
High degree of competence with MS Excel, Word and PowerPoint
Availability for occasional business travel and independent client calling as needed/approved
Bachelor’s degree
Desired Skills:
Strong drive and desire for career development and progression.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Learn more about this role
Full time
JR-22043786
Band: H6
Manages People: No
Travel: Yes, 10% of the time
Manager:
Talent Acquisition Contact:
Tamika Gabriel
Referral Bonus:
0
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the “EEO is the Law” poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .
To view the “EEO is the Law” Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .