Treasury Sales Analyst / Associate Hartford, Connecticut;New York, New York; Boston, Massachusetts **Job Description:** At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are also 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 are 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 gain experience, grow and make an impact, along with the power to make a difference. Join us! We are seeking a dynamic and motivated Treasury Sales Associate to join our Healthcare, Education, Not-For-Profit (HENFP) team. HENFP is a major division of the Global Commercial Bank. It is unique in that its client teams are dedicated to adding value by providing specialized solutions to Not-for-Profit Healthcare (hospitals, health systems and insurance providers), Private Higher Education, and Not-for-Profits (charitable, cultural, social, and professional institutions) with annual revenues starting at $50 million and with no upper limit on revenue size of those organizations (the largest exceed $20 billion in annual revenue). The ideal candidate will be a highly motivated, self-starter who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX, and commercial card services. This candidate should be prepared to challenge the status quo and influence peers with diverse points of view and be forward thinking with the ability to see what is next in treasury management. **Job Responsibilities:** This role is responsible for facilitating a direct end-to-end relationship with two or more Treasury Sales Officers (TSOs) to manage and grow 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 client needs. As a Treasury Sales Associate, you will play a vital role in providing tailored treasury solutions and support to clients within the healthcare, education, and not-for-profit industries through: + **Client Support** : Assist two Treasury Sales Officers (TSOs) in managing and expanding client relationships by providing exceptional service and support. + **Sales Assistance** : Participate in the sales process by preparing proposals, presentations, and responses to RFPs, ensuring all materials meet client needs and Bank of America's high standards. + **Opportunity Generation** : Develop strategies to grow revenue and increase treasury product penetration. + **Product Knowledge** : Develop a deep understanding of treasury products and services, including cash management, liquidity solutions, and payment services, to effectively assist TSOs in advising clients. + **Cost Analysis:** Complete price/cost benefit analysis models and work with TSOs for non-standard pricing + **Documentation Organization:** Complete card agreements and gather documentation from various areas of the bank in order to submit for implementation. + **Market Research** : Conduct industry research and analysis to identify trends and opportunities within the healthcare, education, and not-for-profit sectors. + **Data Management** : Maintain accurate client information, sales activities, and pipeline opportunities in CRM systems. + **Cross-Functional Collaboration** : Work closely with internal partners, including credit, risk, and operations teams, to ensure seamless delivery of treasury solutions. + **Professional Development** : Stay current with industry developments, regulatory changes, and Bank of America's product offerings through continuous learning and training. **Job Requirements:** + Bachelor’s degree in finance, business, or a related field or equivalent work experience + 1-3 years of experience in banking, finance, or a related industry, preferably with exposure to treasury products and services + Two or more years of B2B sales and/or client service experience in a financial services environment; preferred candidates will have Treasury experience + Strong analytical and critical thinking skills + Excellent communication and presentation abilities + Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint + Ability to work independently and collaboratively in a team environment + High attention to detail and strong organizational skills + Passion for serving the healthcare, education, and not-for-profit sectors **Additional Qualifications:** + CTP (Certified Treasury Professional) Certification + Prior experience in a sales support or client service role within a financial institution + Proven experience prospecting and developing new business + Familiarity with CRM systems, such as Salesforce + Knowledge of the unique financial needs and challenges faced by healthcare, education, and not-for-profit organizations **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) . View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE . Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.