View Job

Treasury Solutions Analyst

Bank of America | Washington DC 20006 USA | Full Time | Posted: 09/13/2019

Job Descriptiontop

Job Description:

The Treasury Solutions Analyst (TSA) is responsible for identifying potential solutions to customer needs as requested or as a result of needs analysis and identification under the direction of the Treasury Team (TSO/TSM/Manager). 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. Functions may include: routing customer request to the appropriate Treasury Sales Officer (TSO) for further analysis; utilizing technical knowledge to run pricing/cost benefit models; conferring with Treasury Sales Officer regarding non-standard pricing and negotiation; Preparing presentation documents and assisting TSOs in relationship planning, gathering information regarding prospects and updating plan and pipeline as needed; supporting and coordinating schedules for Treasury Reviews and Relationship Reviews and assuming responsibility for follow-up and resolution of treasury problems referred. Partners and facilitates by trouble shooting on treasury related Service Center issues as well as responding to questions from the Service Center; obtaining appropriate approval for selected products and ensuring ongoing compliance and monitoring risk related to products and services; performing a variety of a variety of functions to include preparing schematics, proposal documents, packages, and presentation. The TSA will learn to be proficient in the usage of GFO/GFS Implementation Process, Navigator, Account Analysis, DDA (BOSS/FAST), Infinity and others. Some local travel is necessary.


  • Exposure to treasury management products and services is preferred; prior treasury sales support experience preferred.
  • Exposure to International products and services preferred.
  • Time Management - Skilled in prioritizing tasks and recognizing importance of risk mitigation.
  • Ability to work well under pressure
  • Outstanding verbal and written communication skills, to work with varied business partners.
  • Commitment to the highest standard of customer service.
  • Strong organizational and partnering skills.
  • Experience in preparation of RFP responses and Best and Final Presentations.
  • Skilled in using PC applications including Excel, Word PowerPoint and Microsoft Outlook
  • Bachelor's degree or equivalent experience


1st shift (United States of America)

Hours Per Week:


Job Detailstop

Location Washington, DC, 20006, United States
Categories Sales/Retail/Business Development

Location Maptop

Contact Informationtop

Contact Name -
How to apply Employer provided a link where your application will be accepted. Click on the link below and follow instructions.
Apply Click Here (apply to job)
Job Code 19032369-2

Featured Employers - view all