Job Description:The Treasury Sales Associate role will be partnered with HTSR 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.
Responsibilities:- 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 implementation
- 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 the 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
Required Qualifications:- Two or more years of B2B sales and/or client service experience in a financial services environment; preferred candidates will have Treasury experience
- 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) experience
Desired Qualifications:- Preferred candidates will have their CTP (Certified Treasury Professional)
- Preferred Candidates will have proven experience prospecting and developing new business
- Bachelor's degree, or equivalent work experience; preferred
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
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators
Shift:1st shift (United States of America)
Hours Per Week: 40
Pay Transparency detailsUS - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - WA - Seattle - 401 Union St - Rainier Square (WA1510)
Pay and benefits information
Pay range
$95,000.00 - $109,200.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This 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.
Benefits
This 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.
