Treasury Sales Associate
TS Sales Associate
Citizens Commercial Banking is seeking an experienced Sales Associate to join our Treasury Solutions Sales team, supporting Middle Market and Large Corporate clients for our Industry Segments group. This position will support an existing portfolio as well as prospecting initiatives to develop new client relationships across a national footprint. A successful Sales Associate will help drive revenue growth by working closely with seasoned Relationship Managers and Treasury Specialists who deliver solutions across a broad range of Payables, Receivables, Liquidity and Risk Management capabilities.
Prospecting:
? Create pitch books / sales presentation content
? Gather industry and client research to support prospecting routines
? Collaborate on RFPs and build pricing proformas
? Participate in and support client presentations
? Support pre-sale and post-sale client engagement and follow-up
Existing Clients:
? Evaluate client activity to identify trends and potential enhancement opportunities
? Assist with Portfolio Reviews and Client Planning efforts
? Develop annual reviews to promote retention and expansion
? Provide support for internal projects
? Submit implementation requests for mandated new services
? Support cross sell pitch follow up with existing clients
? Provide oversight and coordination with Implementation and Service partners
Qualifications:
? Previous sales support experience desirable, preferably in Financial Services / Treasury Management
? Excellent written and verbal communication skills
? Ability to interact with all levels of employees, including senior executives
? Clear sense and ability of when and why to escalate conflicts, concerns, issues
? Ability to prepare professional client presentations using PowerPoint
? Highly proficient with Microsoft Office suite (Power Point, Excel, Word)
? Ability to work independently and use discretion when faced with decision making
? Excellent time management and problem solving skills
Education:
? Bachelors Degree preferred
Hours and Work Schedule
? Hours per Week: 40
? Work Schedule: Monday - Friday
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens), provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability, or history or record of a disability, ethnicity, gender, gender identity or expression, transgendered and transitioning individuals, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders.
Equal Employment and Opportunity Employer
Job Applicant Data Privacy Policy
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Apply Now
Citizens Commercial Banking is seeking an experienced Sales Associate to join our Treasury Solutions Sales team, supporting Middle Market and Large Corporate clients for our Industry Segments group. This position will support an existing portfolio as well as prospecting initiatives to develop new client relationships across a national footprint. A successful Sales Associate will help drive revenue growth by working closely with seasoned Relationship Managers and Treasury Specialists who deliver solutions across a broad range of Payables, Receivables, Liquidity and Risk Management capabilities.
Prospecting:
? Create pitch books / sales presentation content
? Gather industry and client research to support prospecting routines
? Collaborate on RFPs and build pricing proformas
? Participate in and support client presentations
? Support pre-sale and post-sale client engagement and follow-up
Existing Clients:
? Evaluate client activity to identify trends and potential enhancement opportunities
? Assist with Portfolio Reviews and Client Planning efforts
? Develop annual reviews to promote retention and expansion
? Provide support for internal projects
? Submit implementation requests for mandated new services
? Support cross sell pitch follow up with existing clients
? Provide oversight and coordination with Implementation and Service partners
Qualifications:
? Previous sales support experience desirable, preferably in Financial Services / Treasury Management
? Excellent written and verbal communication skills
? Ability to interact with all levels of employees, including senior executives
? Clear sense and ability of when and why to escalate conflicts, concerns, issues
? Ability to prepare professional client presentations using PowerPoint
? Highly proficient with Microsoft Office suite (Power Point, Excel, Word)
? Ability to work independently and use discretion when faced with decision making
? Excellent time management and problem solving skills
Education:
? Bachelors Degree preferred
Hours and Work Schedule
? Hours per Week: 40
? Work Schedule: Monday - Friday
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens), provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability, or history or record of a disability, ethnicity, gender, gender identity or expression, transgendered and transitioning individuals, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders.
Equal Employment and Opportunity Employer
Job Applicant Data Privacy Policy
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Apply Now