Treasury Sales Analyst / Associate

Position Overview

At Bank of America, every day brings innovation and opportunity. As a dynamic and motivated Treasury Sales Associate on the Healthcare, Education, Not-For-Profit (HENFP) team – a major division of the Global Commercial Bank – you will help drive Responsible Growth by delivering tailored treasury solutions for clients in healthcare, education, and not-for-profit sectors. You will work alongside Treasury Sales Officers, providing support from sale through implementation while influencing peers and challenging the status quo in treasury management.

Key Responsibilities

• Client Support: Assist two Treasury Sales Officers (TSOs) in managing and expanding client relationships by providing exceptional service.
• Sales Assistance: Prepare proposals, presentations, and responses to RFPs in support of the sales process.
• Opportunity Generation: Develop strategies to grow revenue and increase treasury product penetration.
• Product Knowledge: Gain a deep understanding of treasury products including cash management, liquidity solutions, payment services, and commercial cards.
• Cost Analysis & Documentation: Complete price/cost benefit analyses, organize card agreements, and gather required documentation for implementation.
• Market Research & Data Management: Conduct industry research to identify trends and maintain accurate client and sales pipeline data in CRM systems.
• Cross-Functional Collaboration: Work closely with internal partners in credit, risk, and operations to ensure seamless delivery of treasury solutions.
• Professional Development: Stay current with industry developments, regulatory changes, and Bank of America's product offerings.

Required Qualifications

• Bachelor's degree in finance, business, or a related field, or equivalent work experience
• 1-3 years of experience in banking, finance, or related industry, with exposure to treasury products and services
• Two or more years of B2B sales and/or client service experience in a financial services environment; Treasury experience is a plus
• Strong analytical and critical thinking skills, with excellent communication and presentation abilities
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint
• Ability to work independently as well as collaboratively in a team environment
• High attention to detail and strong organizational skills
• Passion for serving the healthcare, education, and not-for-profit sectors

Preferred Qualifications

• CTP (Certified Treasury Professional) Certification
• Prior experience in a sales support or client service role within a financial institution
• Proven experience prospecting and developing new business
• Familiarity with CRM systems, such as Salesforce
• In-depth knowledge of the unique financial needs and challenges faced by healthcare, education, and not-for-profit organizations

Benefits & Perks

• Compensation: Pay range of $85,000.00 - $108,000.00 annualized salary, determined based on experience, education and skill set.
• Discretionary Incentive: Eligibility to participate in the annual discretionary plan based on individual performance and overall company success.
• Benefits: Access to industry-leading benefits, including paid time off, resources, and support to ensure your physical, emotional, and financial well-being.