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Bank of America Treasury Solutions Analyst in Dallas, Texas

Job Description:

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

To be successful in the role, TSA’s must maintain and build a strong client focus, and awareness and understanding of the bank and operational aspects of the products and services used by clients in addition to possessing good interpersonal, communication and presentation skills.

  • Support the Treasury Sales Officer (TSO) in exceeding portfolio growth goals; including client/prospect research; proposal development, and other ad hoc sales support duties

  • Assist in identifying solutions to client needs as requested or as a result of needs analysis

  • Schedule and perform client portfolio reviews, and upsell Treasury products and services as needed

  • Produce pricing/cost benefit models and confer with the TSO and Management regarding non-standard pricing and negotiation

  • Manage the sales pipeline; ensuring deals are properly identified as pending or closed

  • Accountable for accuracy of sales data within source systems (e.g. Deal Pipeline, client plans, call reports, GPS-MIS, Navigator, etc.), and other sales tracking systems which may be developed

  • Resolve any non-sales client issues

  • Assist clients in navigating the bank by liaising with the Client Service, Fulfillment, Credit and other partner teams

  • Prepare account schematics, proposal documents and sales presentations

  • Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction

  • Assist in coordinating the Client Management Process (CMP), by focusing on client acquisition and deepening existing relationships through identification of client needs

  • Utilize support partners and resources to coordinate industry, prospect, and client research for use in pre-call planning

  • Daily email, phone and in-person client communication

QUALIFICATIONS prepopulated/standardized for all TSA roles

  • Two or more years of experience in Financial Services or the Treasury Group of a company; preferred candidates will have Cash Management experience

  • Bachelor’s 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

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

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

Posting Date : 08/16/2019

Location :

Kansas City, MO, ONE KANSAS CITY PLACE OFFICE, 1200 Main St,

Dallas, TX, BANK OF AMERICA PLAZA, 901 MAIN ST,

  • United States

Travel : Yes, 5% 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

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