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Bank of America
Treasury Sales Associate I - Financial Institutions and Government
Bank of America · New York, NY, United States · via Indeed
14 hours ago
$95K–$1.08L a year
Full–time
Apply on Indeed
Apply on LinkedIn
Apply directly on Recruit.net
Job highlights
Identified by Google from the original job post
Qualifications
Minimum of one year of treasury management/corporate banking experience or successful completion of a training program
Ability to Travel up to 5%
Demonstrates strong business and financial acumen enabling effective problem solving, analysis of trends and opportunities, risk management and preparation for client meetings
20 more items(s)
Responsibilities
Supports end to end treasury sales process for Treasury Sales Officers on the insurance and Specialty Finance Team
Servs as a key client facing resource, demonstrating strong interpersonal skills and a client centric mindset while engaging with some of the world’s most well recognized non-bank financial institutions (NBFIs)
Leverages internal partners and resources to coordinate industry, prospect, and client research, supporting high quality pre call planning for TSOs and product partners
10 more items(s)
Job description
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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Responsibilities:
• Supports end to end treasury sales process for Treasury Sales Officers on the insurance and Specialty Finance Team
• Servs as a key client facing resource, demonstrating strong interpersonal skills and a client centric mindset while engaging with some of the world’s most well recognized non-bank financial institutions (NBFIs)
• Leverages internal partners and resources to coordinate industry, prospect, and client research, supporting high quality pre call planning for TSOs and product partners.
• Maintains accountability for the accuracy and integrity of sales data across core systems, including deal pipeline, client plans, call reports, pricing, and rates.
• Produces and supports client and portfolio level analysis, including profitability, revenue performance, product usage, balance trends, and variance analysis.
• Partners with AML and onboarding teams to facilitate client readiness, including coordination of KYC onboarding for new legal entities as required.
• Assists with coordinating the Client Management Process (CMP), including client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking
• Conducts industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning
• Completes price and cost benefit analysis models to develop pricing strategies, which includes working with the Treasury Sales Officer on non-standard pricing
• Partners with Product Specialists and support partners to develop strategies to grow revenue and deepen existing relationships
• Supports clients through the implementation, client onboarding, and training activities
• Ensures the accuracy of sales data including managing sales pathways, call reporting, and profitability reporting
• Participates in in-person calling activities and ad-hoc direct sales opportunities with Treasury Sales Officers
Required Qualifications:
• Minimum of one year of treasury management/corporate banking experience or successful completion of a training program
• Ability to Travel up to 5%
• Demonstrates strong business and financial acumen enabling effective problem solving, analysis of trends and opportunities, risk management and preparation for client meetings
• Builds strong client relationships through effective communication and collaboration
• Displays a proactive mindset and effective time management
• Demonstrates a results-driven mindset and prioritizes client and team interests
• Strong computer application skills, including Microsoft Office
Desired Skills:
• Bachelor’s degree or equivalent work experience
• Familiarity with non bank financial institution (NBFI) segments, including insurance, mortgage, title, payment processing, leasing, and related industries.
• Holds a Certified Treasury Professional certification or equivalent
• Experience prospecting and developing new business
• Knowledge of U.S. or international cash management products
• Prior experience in Global Payments, Treasury Management, or Corporate Banking strongly preferred.
• Two to five years of relevant banking experience across sales, operations, compliance, and/or product management.
• Demonstrated ability to identify, develop, and support new business opportunities through proactive client engagement and solution alignment.
• Working knowledge of U.S. and global treasury management products, services, and industry trends.
Skills:
• Account Management
• Client Management
• Customer and Client Focus
• Oral Communications
• Presentation Skills
• Critical Thinking
• Data Management
• Portfolio Analysis
• Problem Solving
• Relationship Building
• Active Listening
• Analytical Thinking
• Collaboration
• Prioritization
• Written Communications
Minimum Education Requirement: Bachelor’s Degree or Equivalent Work Experience
For internal employees; participation in a work from home posture does not make you ineligible to post.
Shift:
1st shift (United States of America)
Hours Per Week:
40
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BNY
Director, Credit Risk Review
BNY · New York, NY, United States · via LinkedIn
14 hours ago
Full–time
Apply on LinkedIn
Apply on Built In
Job highlights
Identified by Google from the original job post
Qualifications
10-15 years relevant experience in credit risk, credit risk review or a relevant specialty
Thorough knowledge of various lending and derivative products. Understanding of Credit Risk reporting fundamentals, including impact on CECL, RWAs, capital
Confidence, strong negotiation, oral and written communication skills
2 more items(s)
Benefits
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits And Rewards
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy
7 more items(s)
Responsibilities
Deliver CRR’s mandate
As an independent assurance function within our 2 nd Line of Defense, Credit Risk Review (CRR) provides assessment and assurance on the quality of BNY’s credit exposures, quality of credit evaluation and approval, accuracy of credit ratings, and the adequacy of and degree of adherence to BNY’s credit risk policies, standards, procedures and risk appetite
Own and exercise CRR’s authority
14 more items(s)
Job description
Job Description
We’re seeking a future team member for the role of Director to join our Credit Risk Review team, with a balanced focus on Corporates and some segments of Financial Institutions such as funds and investment managers, insurance, and financial market utilities. This role is located in New York City.
In this role, you’ll make an impact in the following ways:
• Deliver CRR’s mandate. As an independent assurance function within our 2 nd Line of Defense, Credit Risk Review (CRR) provides assessment and assurance on the quality of BNY’s credit exposures, quality of credit evaluation and approval, accuracy of credit ratings, and the adequacy of and degree of adherence to BNY’s credit risk policies, standards, procedures and risk appetite.
• Own and exercise CRR’s authority. CRR holds override authority on Credit decisions including risk ratings, and the authority to raise issues and track their remediation to completion. CRR also provides assurance to external examiners and regulatory authorities whether our credit assessment process complies with regulatory guidelines.
• Design and own credit assessment methodologies, lead and participate in comprehensive credit risk reviews of various lending and derivative portfolios to provide an independent assessment of the Bank’s quality of credit exposures and the degree of adherence to risk policies, procedures and guidelines.
• Direct and manage relationships with senior management stakeholders across all lines of defense, represent CRR, own and effectively deliver conclusions of CRR reviews with clarity and confidence.
💡 Quick Summary
Seeking a career-building opportunity? The BNY Director, Credit Risk Review position is now open for candidates interested in the Bank Jobs sector. This role in Los Angeles offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
