Support treasury sales in Calgary through client research, proposal development, and cash management knowledge within an in-office environment.
This Treasury Solutions Analyst partners with a Treasury Sales Officer serving large corporate clients headquartered in Canada. The position supports revenue growth through sales opportunities, treasury services reviews, pricing models, and implementation coordination. Success requires client focus, analytical thinking, and transparent communication.
Key Responsibilities:
- Research clients and prospects for treasury sales opportunities
- Develop proposals, account schematics, and presentations
- Prepare treasury services reviews and product recommendations
- Build pricing and cost benefit models
- Coordinate delivery with Fulfillment and partner teams
Requirements:
- Two to five years in corporate client-facing financial institution roles
- Knowledge of cash management, credit, trade, and foreign exchange
- Excellent analytical, sales, communication, and presentation skills
- Bachelor's degree or equivalent work experience
- Excellent Microsoft Office experience and some travel availability
Apply treasury analysis, client management, and presentation skills while supporting corporate revenue growth in Calgary.
📌 Treasury Solutions Analyst Calgary
🏢 Bank of America
📍 Calgary
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