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!

Job Description:
This role is responsible for facilitating a direct end-to-end relationship with one or more Treasury Sales Officers (TSOs) to manage and grow both domestically and globally within an assigned portfolio. Key responsibilities include supporting all activities from sale through implementation and coordinating the Client Management process by focusing on client acquisition and deepening existing relationships. In addition, these individuals will partner with product specialists and service partners by making recommendations and creating customized treasury solutions that meet client needs.

The Treasury Solutions Analyst role will be partnered with Treasury Sales Officer(s) (TSO) focused on developing strategies to grow revenue domestically and globally with a portfolio of FPHC clients in the West Region. 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.

Responsibilities:
• Assists with coordinating the Client Management Process (Client Planning, Client Calling Efforts, Client Team Meeting preparation/delivery/follow-up, Revenue and Pipeline Tracking)
• Conducts industry, client and prospect research to help develop strategies in order to create proposals/pitchbooks for pre-call planning
• Completes price/cost benefit analysis models to develop pricing strategy which includes working with the Treasury Sales Officer on non-standard pricing
• Partners with Product Specialist 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 (for example, manage sales pipeline, call reporting, profitability reporting)
• Participates in In-person calling activities and ad hoc direct sales opportunities with Treasury Sales Officers

Skills:
• Treasury Product and Solutions
• Client Team Management Process
• Business Analytics
• Presentation Skills
• Customer Focus
• Critical Thinking
• Problem Solving
• Written Communication
• Oral Communication
• Building Rapport
• Organization
• Time Management
• Learning agility
• Microsoft Office Suite

Required 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; 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

Desired Skills:

Preferred candidates will have their CTP (Certified Treasury Professional)

• Preferred Candidates will have proven experience prospecting and developing new business

Shift:

Hours Per Week: