Business Banking Treasury Sales Specialist II

Citizens; New York (NY); Sur place; USD 145 000 - 180 000; Plein temps

Avantages offerts par ce poste

Medical coverage

Dental coverage

Vision coverage

Retirement benefits

Maternity/Paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Résumé du poste

Citizens Bank is looking for a Business Banking Treasury Sales Specialist in New York to deepen client relationships and drive treasury solutions that improve cash management and efficiency. You will support the local market, attend meetings with Relationship Managers, and help grow the $1MM–$50MM sales segment.

The role emphasizes building a robust pipeline, cross-selling Treasury products, and acting as a trusted advisor to clients while maintaining CRM updates and contributing to regional

Qualifications

• Bachelor’s Degree preferred or 5 years of direct experience.
• 5+ years of Cash Management sales experience preferred.
• Detailed knowledge of Treasury Solutions products and understanding of client needs drive usage.
• Action oriented and self-accountable to superior results.
• Ability to recognize customer needs, link solutions to those needs, and act on readiness to buy.
• Meaningful experience with moderately complex portfolios, customers and transactions.
• Strong sense of customer service, satisfaction and retention.
• Meaningful community involvement.
• Ability to gain trust and confidence of others, always putting the client first.

Responsabilités

• Expand relationships across treasury services to maximize client share of wallet.
• Attend meetings with clients and RMs focusing on the $1MM-$50MM sales segment.
• Advocate for Cash Management in the local market and demonstrate its value.
• Lead cultivation and maintenance of a robust treasury sales pipeline.
• Identify new opportunities and develop calling plans with RMs; evaluate client portfolios.
• Deliver the full range of Treasury capabilities through organized calling activities.
• Maximize opportunities by deepening relationships across Treasury products and other lines of business.
• Achieve sales goals and participate in regional business development with partners.
• Act as a Trusted Advisor to clients and understand their needs to recommend solutions.
• Attend trainings to enhance knowledge of cash management products and processes.
• Collaborate with RMs to promote Treasury Solutions.
• Follow sales process; keep pipeline updated in CRM and provide market feedback.
• Update RMs on product enhancements and issues.
• Update CRM weekly ahead of forecasting; monitor implementation pipeline and address delays.
• Delegate tasks to Sales Associates, Implementation Managers and Client Services to stay focused on sales.

Connaissances

Cash Management sales

Relationship management

Client needs assessment

Treasury Solutions cross-sell

Communication skills

Formation

Bachelor’s Degree

Description du poste

Description

The Business Banking Treasury Sales Specialist’s primary objective is to deeply understand our clients and their businesses, providing valuable recommendations and strategies that drive efficiencies and best practices, ultimately securing the client’s operating business.

Key Responsibilities

• Expand relationships across all treasury services to maximize client share of wallet.
• Attend joint meetings with clients and Relationship Managers (RMs), either in person or via phone, focusing on the $1MM-$50MM sales segment.
• Advocate for Cash Management in the local market, supporting and driving its value to both existing and new clients.
• Lead the cultivation and maintenance of a robust sales pipeline for treasury solutions.
• Proactively identify new opportunities and develop calling plans in partnership with Relationship Managers, effectively evaluating client portfolios.
• Deliver the full range of CFG capabilities through organized and effective calling activities.
• Maximize customer opportunities by building comprehensive relationships and deepening to other lines of business. Responsible for generating fee and margin revenue, deepening opportunities for other Treasury Solutions products such as Foreign Exchange, Commercial Card, and Merchant Services, and new DDA balances.
• Achieve sales goals and participate in business development efforts within the region, as assigned or within the strategic scope with business partners and through self-developed resources.
• Act as a Trusted Advisor to clients, understanding their needs and recommending appropriate solutions.
• Attend meetings and training sessions as required to continue development and enhance knowledge of cash management products, processes, and technologies.
• Partner and align with internal Relationship Managers to ensure the promotion of Treasury Solutions.
• Ensure the sales process is followed, including timely updates of pipeline and calling activity within the bank’s CRM system. Independently provide market feedback to internal business partners.
• Provide timely updates to RMs on product enhancements, projects, and issues.
• Regularly update the CRM system, at least once a week, prior to the weekly forecasting activity.
• Monitor the implementation pipeline weekly to ensure opportunities are on track through setup and training, escalating any delays to ensure an exemplary customer experience.
• Effectively delegate tasks to Sales Associates, Implementation Managers, and Client Services to maintain focus on sales activities and overall client relationships.

Qualifications

• Bachelor’s Degree preferred or 5 years of direct experience.
• 5+ years of Cash Management sales experience preferred.
• Detailed knowledge of Treasury Solutions Products and an understanding of client needs that drive the usage of these products.
• Action oriented and self-accountable to superior results
• Ability to recognize customer needs, link solutions to those needs, and act on customer readiness to buy.
• Meaningful experience with moderately complex portfolios, customers, and transactions.
• Strong sense of customer service, satisfaction and retention.
• Meaningful Community involvement
• Ability to gain trust and confidence of others, always putting the client first.

Hours and Work Schedule

Hours per Week: 40

Work Schedule: Monday-Friday, 1 day a week in the office

Pay Transparency

The salary range for this position is $145,000 - $180,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide 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, 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 all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.