Bank of America Treasury Solutions Analyst in Chicago, Illinois

Job Description:

  • Performs a variety of sales and marketing functions to include the preparation of account schematics, proposal documents, Treasury Relationship Reviews and sales presentations

  • Ongoing client facing with relationships to further deepen and drive revenue; pipeline accuracy and timely update of deals reducing/eliminating delays; liaison/partner on high priority client related issues to make sure resolved in timely manner

  • Perform treasury reviews to deepen relationship and uncover opportunities to increase revenue

  • Identify potential solutions to client needs as requested, or as a result of needs analysis using Sales Opportunity tools

  • Support the Treasury Solutions Officer (TSO) and/or Client Team to exceed portfolio growth goals

  • Run pricing/cost benefit models; confer with TSO regarding profitability of relationships and any price negotiation needed

  • Support and coordinate schedules for Treasury reviews and assumes responsibility for follow-up and resolution of issues escalated to the TSO

  • Assist TSO in relationship planning, gathering information regarding prospects and updating plan and pipeline as needed

  • Partner with Credit team to ensure appropriate credit approval is in place for selected products and ensure ongoing compliance

  • Partner with fulfillment teams post-sale.QUALIFICATIONS

  • 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 their CTP (Certified Treasury Professional)

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

Posting Date : 09/28/2018

Location :

Chicago, IL, 135 S LA SALLE ST (IL4135),

  • United States

Travel : Yes, 15% of the time

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

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