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Treasury Sales Analyst

Bank of America

Bank of America

IT, Accounting & Finance, Sales & Business Development
Mexico City, Mexico · United States · Remote
Posted on Wednesday, July 10, 2024

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!

Job Description:
This job is responsible for supporting Treasury Sales Officers (TSOs) with managing and growing revenue 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 the needs of the client.


  • Assists with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking

  • Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning

  • Completes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing

  • Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships

  • Supports clients through the implementation, client onboarding, and training activities

  • Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting

  • Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers

Required skills:

  • Manage, own, and understand risk within the bank’s framework.

  • Ability to work under pressure, and prioritize work as required.

  • Sense of urgency and tenacity in exceeding revenue, profitability, innovation, and speed to market goals that are delivered in a deliberate, inclusive, organized manner.

  • Highly developed skills in MS Excel, MS PowerPoint

  • Highly analytical

  • Strong financial & accounting skills

  • Excellent written and oral communication skills

  • Strong inter-personal and organizational skills

  • Able to successfully develop and maintain collaborative working relationships

  • Bilingual (English/Spanish)


  • Account Management

  • Client Management

  • Customer and Client Focus

  • Oral Communications

  • Presentation Skills

  • Critical Thinking

  • Data Management

  • Portfolio Analysis

  • Problem Solving

  • Relationship Building

  • Active Listening

  • Analytical Thinking

  • Collaboration

  • Prioritization

  • Written Communications

What Bank of America Offers?

Bank of America embodies a culture that extends from how we think, to how we behave, and to how we measure performance. By achieving excellence - in everything we do, every time we do it - we deliver the full value of Bank of America for our clients, our shareholders, and our employees.

Bank of America places a high value on talent and on maintaining a culture defined by meritocracy. For these reasons, it is deeply committed to professional development, opportunity, and accountability at all levels of the organization.

Bank of America is an Equal Opportunity Employer.

Bank of America encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodations needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

Bank of America N.A. Member FDIC © 2024 Bank of America Corporation. All rights reserved.