Bank of America Corporation

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Treasury Solutions Analyst

at Bank of America Corporation

Posted: 9/28/2019
Job Status: Full Time
Job Reference #: 19060328

Job Description

Job Description:



To be successful in the role, TSA’s 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;
  • Leads risk assessment associated with potential solutions
  • Leads pricing and negotiation of treasury products to optimize relationship profitability
  • Communicates non cash management client needs to other key partners including product and support partners as appropriate
  • Territory will be Houston/ New Orleans/ The Valley
  • Some Travel has Needed
  • 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% of the time


Most be located in Houston


1st shift (United States of America)

Hours Per Week: 


At Bank of America, we’re creating real, meaningful relationships with individuals, businesses and communities to help them focus on what matters most. Every day, we connect with 57 million customers, using our skills and expertise to help make their lives better.

We are committed to attracting and retaining top talent around the world to ensure we continue to deliver together for our customers, clients and communities. Along with taking care of our customers, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.

Partnering Locally
Learn about some of the ways Bank of America is making a difference in the communities we serve.

Global Impact
Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates.

Diversity and Inclusion
Each employee brings unique skills, background and opinions. We see diversity and inclusion as our platform for innovation and a key component in our success.

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Posted 22 Days Ago

Full time