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!

Job Description:
This role will be reporting into the Large Corporate Treasury Sales team, is responsible for supporting multiple Treasury Sales teams across GCB, Large Corporates and Financial Institutions (FI), with a focus on client engagement, business development and sales enablement. The individual will work closely with Treasury Sales Officers and other partners to support client opportunities, pitches, RFPs, portfolio reviews and broader sales strategy and analytics initiatives.

The role will also have responsibility for managing and analyzing sales and business development data, including maintaining spreadsheets and trackers, consolidating pipeline and portfolio information, and producing analysis that helps identify opportunities, track progress and support business decisions.

Responsibilities

• Support Treasury Sales teams across GCB, Large Corporates and FI on client and business development activities.
• Assist with client pitches, RFPs, account reviews, pricing discussions and preparation of client materials.
• Work with Treasury Sales Officers to understand client priorities and support the development of relevant cash management, liquidity, payments and other treasury solutions.
• Participate in client meetings where appropriate and support meeting preparation, research, follow-ups and coordination of next steps.
• Maintain and manage business development data, including sales pipelines, client portfolios, opportunity trackers and other relevant datasets using spreadsheets and related tools.
• Analyze sales and portfolio data to help identify business development opportunities, trends, gaps and areas requiring follow-up.
• Prepare regular management information and business updates, including pipeline reports, portfolio analysis, revenue and opportunity tracking, and other sales-related reporting.
• Support targeted business development initiatives by conducting client, industry and market research and using data to identify prospective opportunities.
• Partner across Sales, Product, Client Service, Implementation and other relevant teams to coordinate client opportunities and deliver positive outcomes.
• Support ongoing improvements to sales processes, reporting and data quality to improve the effectiveness of the broader sales organization.

Required Skills

• Attention to Detail
• Business Acumen
• Collaboration
• Analytical Thinking
• Data Management and Analysis
• Spreadsheet / Excel / PowerPoint Skills
• Business Analytics
• Client Management
• Client Solutions Advisory
• Presentation and Communication Skills
• Research and Market Analysis
• Adaptability
• Commercial Acumen
• Relationship Management

Minimum Education Requirement

Bachelor’s degree in a related field.