Treasury Sales Associate I
Company: Disability Solutions
Location: Philadelphia
Posted on: May 3, 2024
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Job Description:
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 Solutions Associate role will be
partnered with 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.Job 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
implementationRequired Skills: --- 2+ years Treasury/Cash
Management Sales 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)
experienceDesired 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:
40
Keywords: Disability Solutions, Dundalk , Treasury Sales Associate I, Accounting, Auditing , Philadelphia, Maryland
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