5 hours

Treasury Solutions Analyst

Bank of America
Chicago, IL
  • Job Code
Company Bank of America

Job Title Treasury Solutions Analyst

Jobid bankofamerica-17075845ChicagoIL

Location: Chicago, IL, 60664, USA

Description **Job Description:**

The Treasury Solutions Analyst (TSA) role will be partnered with Treasury Sales Officer(s) (TSO) focused on developing strategies to grow revenue domestically and globally with a portfolio of Middle Market clients in the central region. Key accountabilities include: independent focus of treasury sales opportunities, supporting all activities from sale through implementation, ongoing client relationship management, overall driving and attainment of treasury revenue goals.

To be successful in the role, TSA’s must maintain and build a strong client focus, an 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;

+ 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.


+ Bachelors degree or equivalent work experience

+ 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


+ Undergraduate Business degree

+ 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** : 11/10/2017

**Location** :

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

- United States

**Travel** : No

**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.

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Treasury Solutions Analyst

Bank of America
Chicago, IL

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Chicago, IL

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