Trading Sales Assistant jobs at Bank Of America in United States, New York
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61 jobs found
11.06.2025
BOA
Bank Of America Treasury Sales Associate – Onboarding Specialist United States, New York, New York
Manage end-to-end onboarding for institutional investment management clients in coordination with TSOs. Serve as the central point of contact for onboarding activity, including document collection, issue resolution, and internal coordination....
Serve as the primary coordinator for onboarding activities, acting as the key liaison between clients and the bank's KYC and implementation teams for cash management services. Extensive client interaction requiring...
Provide comprehensive administrative support to a select group of salespeople and/or traders. Effectively multitask and prioritize tasks in a fast-paced environment, maintaining a high level of efficiency and accuracy. Answer...
Own the sales efforts through proactive prospect lead generation and the development and nurturing of client relationships. Engage in continuous education to maintain status as a best-in-class subject matter expert...
Client Engagement: Develop and maintain relationships with clients, identifying opportunities to grow revenue and increase treasury product penetration. Product Knowledge: Possess a strong understanding of Bank of America's treasury products...
Leads a team of advice and service colleagues in the achievement of individual and Store objectives that result in legendary Customer and colleague experience, and achievement of established performance goals....
Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two to...
Manage end-to-end onboarding for institutional investment management clients in coordination with TSOs. Serve as the central point of contact for onboarding activity, including document collection, issue resolution, and internal coordination....
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