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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This job 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 (CMP) by focusing on client acquisition and deepening existing relationships. Job expectations include partnering with product specialists and service partners by making recommendations and creating customized treasury solutions that meet client needs.

Responsibilities:

• Support Treasury Sales Officer (TSOs) in managing and growing client relationships and work closely with TSO to develop and execute a portfolio growth strategy.
• Provide critical assistance in proposal generation, presentation development, price modeling, revenue tracking, pipeline maintenance, client meeting preparation/delivery/follow-up, and ad hoc sales support duties.
• Support treasury product research and other analytical activities to aid business development and sales activities.
• Produce pricing/cost-benefit models, confer with Treasury Sales Officer and Product Management regarding non-standard pricing and negotiation.
• Partner with TSOs, Corporate Bankers, Product Solutions Specialists, Dedicated Service and Implementation Advisors, and other partners to deliver on client cash management requirements.
• Participate in client meetings with TSO and assist with meeting follow-up and other action items.
• Support and coordinate schedules for Treasury Reviews and Relationship Reviews and assume responsibility for follow-up and resolution of problems referred to Treasury Sales Officer.
• Assist Treasury Sales Officer in designing and delivering integrated Treasury and Trade solutions.
• Utilize support partners and resources to coordinate industry, prospect, and client research for use in pre-call planning.
• In case required to cover set of clients, ensure that these clients are properly covered and supported. Opportunities for new business are identified ,to build a robust pipeline.