Treasury Financial Specialist

hace 2 días


Xico, México Bank Of America A tiempo completo
Job Summary:

We are seeking a highly motivated and detail-oriented Treasury Sales Associate to join our team. As a key member of the Global Commercial Banking group, you will be responsible for supporting senior bankers in managing and growing client relationships.

About the Role:

This is an excellent opportunity for a driven professional to develop their skills in sales, relationship management, and financial analysis. You will work closely with our clients to understand their business needs and provide tailored solutions to meet their objectives.

Responsibilities:
  • Provide critical assistance to senior bankers in proposal generation, presentation development, price modeling, revenue tracking, pipeline maintenance, and client meeting preparation/delivery/follow-up
  • Develop and execute a portfolio growth strategy in collaboration with senior bankers
  • Partner with other teams to deliver on client cash management requirements, including provision of thought leadership and treasury advisory
Requirements:
  • Excellent verbal and written communication skills
  • Broad familiarity with treasury management products, services, and trends
  • Strong interpersonal skills and ability to build rapport with clients
  • Ability to use critical thinking to solve problems and analyze trends/opportunities
  • High degree of competence with MS Excel, Word, and PowerPoint
Preferred Qualifications:
  • Intrinsically motivated to continuously improve processes and/or own education
  • Ability to lead small groups while effectively delegating tasks
What We Offer:

As a Treasury Sales Associate at Bank of America, you can expect a competitive salary range of $80,000 - $110,000 per year, depending on your location and experience. Additionally, you will have access to comprehensive benefits, including health insurance, retirement savings plan, and paid time off.



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