Treasury Sales Associate

Company: Disability Solutions
Location: San Francisco
Posted on: October 25, 2024

Job Description:

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!The Treasury Solutions Analyst role will be partnered with MM Treasury Sales Officer(s) (TSO) focused on developing strategies to grow revenue domestically and globally. Key accountabilities include: independent focus of treasury sales opportunities, supporting all activities from sale through implementation, ongoing client relationship management, overall driving and attainment of Treasury revenue goals.

• To be successful in the role, TSA's must maintain and build a strong client focus, and awareness and understanding of the bank and operational aspects of the products and services used by clients in addition to possessing good interpersonal, communication and presentation skills. 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 implementationRequired Skills:
  • 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) experienceAdditional Skills:
    • Preferred candidates will have their CTP (Certified Treasury Professional)
    • Preferred Candidates will have proven experience prospecting and developing new businessShift:1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705)Pay and benefits informationPay range$95,000.00 - $108,000.00 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.

Keywords: Disability Solutions, San Francisco , Treasury Sales Associate, Accounting, Auditing , San Francisco, California