Treasury Sales Associate

Bank of America

Treasury Sales Associate

Las Vegas, Nevada;Salt Lake City, Utah; Scottsdale, Arizona

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!

The Treasury Sales Associate (TSA) role will be partnered with Treasury Sales Officers focused on developing strategies to grow revenue domestically and globally with a portfolio of Middle Market clients in the Pacific Southwest 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, TSAs 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.

Develop strategies to grow revenue and increase treasury product penetration

Complete price/cost benefit analysis models; work with TSO for non-standard pricing

Support TSO on large scale opportunities and deepen relationships at lower half of portfolio with guidance from TSO; includes in person calling on clients

Assist TSOs in relationship planning, gathering information regarding clients and prospects

Support activities in coordination with IA from sale – implementation, onboarding and training

Complete industry research on clients and prospects; client opportunity analysis

Ensure escalated service issues are properly managed with the right resources

Prepare analysis and presentation materials for all client meetings

Complete card agreements and gather documentation from various areas of the bank in order to submit for implementation

Job requirements:

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, or equivalent work experience; 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

Preferred Candidates will have proven experience prospecting and developing new business

Preferred candidates will have their CTP (Certified Treasury Professional

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US – NV – Las Vegas – 400 S Rampart Blvd – 400 S Rampart Blvd (NV9840)

Pay and benefits information

Pay range

$95,000.00 – $108,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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/OFCCPEEOSupplementFinalJRFQA508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.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 .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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