27 days old

Treasury Sales Associate I

Atlanta, GA 30309
Treasury Sales Associate I



Atlanta, Georgia;Nashville, Tennessee



**Job Description:**



Work with TSOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately



Partner with TSO/relationship team/product partners in pre-meeting preparation including TM Reviews, proposals and digital pitchbooks to drive thoughtful consultative conversations with clients and prospects based on:



deep knowledge of their business, objectives, and current structures and set-up



understanding of our products and solutions, positioning, and competitive landscape



industry trends and best practices



Analyze Tableau dashboards and provide data driven insights to present to clients:



make recommendations to reduce risk, improve working capital, and digitization of payments / receipts, etc



deliver non-CAM managed card optimizations to drive for volume / program growth



conduct demonstrations of Client Insights during treasury reviews



Assist with client meeting follow-up and other meeting action items



Participate in client meetings where TSA has an active speaking role and/or a meaningful learning opportunity



Implementation: TSAs are responsible for scoping products and technical requirements with TSO, communicating TM related credit needs to RM/WC, and submitting specifications to initiate implementation. TSAs should join kick-off calls for complex products to ensure smooth transition with clients, and provide ongoing oversight only as needed



Facilitate CPO digital optimization reviews to promote digital, self directed client experience



Assist with price/cost benefit analysis models; work with TSO for non-standard pricing proposals; validate profitability margins



Drive positive YoY improvement in client satisfaction with the TSO by being proactive, highly responsive, delivering on action items in a timely manner, acting as a client advocate internally



Support training and development of new TMAPs and TSAs



Required Skills



Bachelors degree



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 Skills



Preferred candidates will have their CTP (Certified Treasury Professional)



Preferred Candidates wil have proven experience prospecting and developing new business



Banking or Treasury experience preferred



**Job Band:**



H6



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



**Weekly Schedule:**



**Referral Bonus Amount:**



0



**Job Description:**



Work with TSOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately



Partner with TSO/relationship team/product partners in pre-meeting preparation including TM Reviews, proposals and digital pitchbooks to drive thoughtful consultative conversations with clients and prospects based on:



deep knowledge of their business, objectives, and current structures and set-up



understanding of our products and solutions, positioning, and competitive landscape



industry trends and best practices



Analyze Tableau dashboards and provide data driven insights to present to clients:



make recommendations to reduce risk, improve working capital, and digitization of payments / receipts, etc



deliver non-CAM managed card optimizations to drive for volume / program growth



conduct demonstrations of Client Insights during treasury reviews



Assist with client meeting follow-up and other meeting action items



Participate in client meetings where TSA has an active speaking role and/or a meaningful learning opportunity



Implementation: TSAs are responsible for scoping products and technical requirements with TSO, communicating TM related credit needs to RM/WC, and submitting specifications to initiate implementation. TSAs should join kick-off calls for complex products to ensure smooth transition with clients, and provide ongoing oversight only as needed



Facilitate CPO digital optimization reviews to promote digital, self directed client experience



Assist with price/cost benefit analysis models; work with TSO for non-standard pricing proposals; validate profitability margins



Drive positive YoY improvement in client satisfaction with the TSO by being proactive, highly responsive, delivering on action items in a timely manner, acting as a client advocate internally



Support training and development of new TMAPs and TSAs



Required Skills



Bachelors degree



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 Skills



Preferred candidates will have their CTP (Certified Treasury Professional)



Preferred Candidates wil have proven experience prospecting and developing new business



Banking or Treasury experience preferred



**Shift:**



1st shift (United States of America)



**Hours Per Week:**



40



Learn more about this role



Full time



JR-21072361



Band: H6



Manages People: No



Travel: Yes, 5% of the time



Manager:



Talent Acquisition Contact:



Sandy Cojocaru



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 .

Industry

  • Banking / Finance
Posted: 2021-11-11 Expires: 2021-12-21

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 Sales Associate I

Bank of America
Atlanta, GA 30309

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