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Treasury Sales Associate IAtlanta, Georgia;Greensboro, North CarolinaJob 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 TSAsRequired 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) experienceDesired Skills: Preferred candidates will have their CTP (Certified Treasury Professional) Preferred Candidates will have proven experience prospecting and developing new business Banking or Treasury experience preferredJob Band:H6Shift:1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0Job 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 TSAsRequired 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) experienceDesired Skills: Preferred candidates will have their CTP (Certified Treasury Professional) Preferred Candidates will have proven experience prospecting and developing new business Banking or Treasury experience preferredShift:1st shift (United States of America)Hours Per Week:40Learn more about this roleFull timeJR-21060293Band: H6Manages People: NoTravel: Yes, 5% of the timeManager:Talent Acquisition Contact:Sandy CojocaruReferral Bonus:0Bank 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/OFCCPEEOSupplementFinalJRFQA508c.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 America’s Drug-free workplace and alcohol policy, CLICK HERE .
