1+ months

Treasury Solutions Analyst/Sr. Treasury Solutions Analyst

Dallas, TX 75219
Apply Now
Apply on the Company Site
**Job Description:**

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.

The TSA will be responsible for duties which include, but are not limited to the following:

+ Identifying potential solutions to client needs as requested or as a result of needs analysis and identification; being an active sales agent within the portfolio;

+ Producing pricing/cost benefit models and conferring with the TSO and Management regarding non-standard pricing and negotiation;

+ Keeping pipeline current; with closed and pending deals;

+ Accountable for accuracy of sales data within source systems (e.g. Deal Pipeline, client plans, call reports, GPS-MIS, Navigator, etc.), and other sales tracking systems which may be developed;

+ Assuming responsibility for follow-up and resolution of problems referred;

+ Assisting clients in navigating the bank by liaising with the Client Service, Fulfillment, and other partner teams;

+ Preparing account schematics, proposal documents and sales presentations;

+ Partner with Fulfillment team to ensure timely delivery of Treasury Solutions to our clients and post-sale satisfaction;

+ Assist in coordinating the Client Management Process (CMP), by focusing on client acquisition and deepening existing relationships through identification of client needs;

+ Utilize support partners and resources to coordinate industry, prospect and client research for use in pre-call planning;

+ Daily email, phone and in-person client communication.


_Required Skills: Must have these skills to be minimally qualified;_

+ Bachelors degree

+ 1+ years of work experience in a business field preferably banking or finance

+ Ability to function effectively in a close team and fast paced environment

+ Excellent verbal and written communication skills

+ Demonstrates business acumen

+ Demonstrates functional expertise

+ Excellent Microsoft Office knowledge

+ Ability to function effectively under time pressure as an individual contributor

+ Collaborative approach to business in support of close team environment

+ Strong Executive presence both internally/externally

+ Excellent verbal and written communication skills

+ Ability to travel 40% - 75% of the time


+ CTP certification

+ Treasury management/cash management job experience

+ US cash management and/or International product knowledge

+ Proven ability prospecting and developing new business

**Posting Date** : 05/13/2019

**Location** :


- United States

**Travel** : Yes, 75% of the time

**Full / Part-time** : Full time

**Hours Per Week** : 40

**Shift** : 1st shift

**Assistance for Applicants with Disabilities**

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

**Frequently Asked Questions**

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.



  • Banking / Finance
Posted: 2019-05-15 Expires: 2019-09-28

Success begins with building relationships.

At Bank of America, our customers are at the center of everything we do. Our focus is on helping each one find the right financial solutions. With a wide range of career opportunities available, we invite you to realize your career goals with us while assisting customers with what matters most to them.

Welcome to Careers at Bank of America.

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Treasury Solutions Analyst/Sr. Treasury Solutions Analyst

Bank of America
Dallas, TX 75219

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast