Associate; Treasury Product Sales Mgr
At a glance
Junior Treasury role at Bank of America. New York · full-time · $120,000–$135,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Meet prospective and current clients to understand needs around foreign exchange, cross-currency payments and cash management
- Present CashPro Foreign Exchange Services and other treasury products, including international accounts and global liquidity
- Work with coverage teams to identify new client prospects and support sales of new or improved transaction services products
- Research products and markets, monitor results, set sales measures and report variances against plan
- Help define product testing and coordinate sales campaigns with commercialization partners
What you bring
- A business, finance, economics or related degree, or equivalent, plus two years in a related finance role
- At least two years selling products across business lines and regions, including prospecting, deal support and sales education
- Two years working with global product teams on receivables, representing client views on collections, and preparing client and internal materials
Who this fits
This role suits someone with finance-related sales experience who can work across regional teams and internal product partners. The position is based at One Bryant Park in New York, with remote work potentially allowed within commuting distance. It is a full-time, first-shift role with a stated 40-hour week.
From the employer
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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Responsibilities
- Lead and participate in meetings with prospects/clients.
- Work directly with top prospects to understand their GTS and TFX needs.
- Provide Consultative Sales approach to identify client needs/objectives for cross-currency payments and cash management needs.
- Cross-sell existing treasury and Fx advisory clients the suite of products within CashPro Foreign Exchange Services.
- Meet with prospects/recent wins for various products, such as International accounts, CashPro Payments, global Liquidity, etc.
- to introduce the wider GTS product set.
- Collaborate with coverage to uncover new client opportunities.
- Provide analytical product sales support for a new or enhanced Global Transaction Services product or group.
- Conduct product and market research and provide updates and reports on performance.
- Participate in the development of testing criteria for new products.
- Create relevant metrics for sales team and report regularly on variance to plan.
- Work with commercialization partners to manage sales campaigns and track progress.
- Remote work may be permitted within a commutable distance from the worksite.
Required Skills & Experience
- Bachelor's degree or equivalent in Business Administration, Finance, Economics, or related: and
- 2 years of experience in the job offered or a related Finance occupation.
- Must include 2 years of experience in each of the following:
- Executing product sales strategies across LOBs and regions inclusive of direct deal support, prospecting and on-going sales and coverage education;
- Working with globally-based sales and product managers to promote Intelligent Receivables capabilities and pursue marquee deals, including coordination with regionally-based product executives in developing, implementing and promoting required capabilities;
- Participating in and driving industry dialogue on collection/reconciliation topics to ensure clients’ interests are appropriately represented;
- Assisting in coordinating information flow and execution with various internal partners and product groups; and,
- Preparing client presentation materials, internal approval memos, and marketing documents.
If interested apply online at www.bankofamerica.com/careers or email your resume to bofajobs@bofa.com and reference the job title of the role and requisition number.
Bank of America N.A.
Shift:
1st shift (United States of America)Hours Per Week:
40Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)Pay and benefits informationPay range$120,000.00 - $135,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.