1+ months

Treasury Solutions Analyst

Los Angeles, CA 91316
**Job Description:**



+ This role will support a Business Banking portfolio, and covers the LA South Bay market

+ Performs a variety of sales and marketing functions to include the preparation of account schematics, proposal documents, Treasury Relationship Reviews and sales presentations

+ Ongoing client facing with relationships to further deepen and drive revenue; pipeline accuracy and timely update of deals reducing/eliminating delays; liaison/partner on high priority client related issues to make sure resolved in timely manner

+ Perform treasury reviews to deepen relationship and uncover opportunities to increase revenue

+ Identify potential solutions to client needs as requested, or as a result of needs analysis using Sales Opportunity tools

+ Support the Treasury Solutions Officer (TSO) and/or Client Team to exceed portfolio growth goals

+ Run pricing/cost benefit models; confer with TSO regarding profitability of relationships and any price negotiation needed

+ Support and coordinate schedules for Treasury reviews and assumes responsibility for follow-up and resolution of issues escalated to the TSO

+ Assist TSO in relationship planning, gathering information regarding prospects and updating plan and pipeline as needed

+ Partner with Credit team to ensure appropriate credit approval is in place for selected products and ensure ongoing compliance

+ Partner with fulfillment teams post-sale.



**QUALIFICATIONS**



+ Two or more years of B2B sales and/or client service experience in financial services; preferred candidates will have Treasury experience

+ Bachelors 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)experience

+ Preferred candidates will have their CTP (Certified Treasury Professional)

+ Preferred candidates will have proven experience prospecting and developing new business



**Posting Date** : 10/12/2018



**Location** :

Encino, CA, FIRST FINANCIAL PL., 16830 VENTURA BLVD,

- United States



**Travel** : Yes, 15% of the time



**Full / Part-time** : Full time



**Hours Per Week** : 40



**Shift** : 1st shift



**Assistance for Applicants with Disabilities**



Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .



**Diversity & Inclusion**



At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.



**Frequently Asked Questions**



Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.

Industry

  • Banking / Finance
Posted: 2018-10-15 Expires: 2019-02-13

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.


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Treasury Solutions Analyst

Bank of America
Los Angeles, CA 91316

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