Citizens Bank Treasury Solutions Sales Associate - Northest in Riverside, Rhode Island
Citizens Commercial Banking is currently seeking an experienced Sales Associate within our Treasury Solutions Northeast Sales team supporting 3 Treasury Sales Specialist’s. The portfolio consists of Middle Market clients in Not for Profit and General industries in the New England territory. This is a great opportunity to work with a top regional bank and exceed customer expectations through innovation and commitment through our integrated treasury platform.
This role can sit anywhere within the region, Rhode Island. Boston, etc
Identify revenue opportunities - utilize TS data to find cross sell opportunities (ex. – client with lockbox and no image, cash but no card, etc.)
Track new loan activities to verify TSS is engaged
Review TSS Dashboard and loser/gainer reports to identify potential loss of business
Assist in managing realized revenue reports for cash, card and trade to identify: billing issues, revenue not ramping up as expected, etc.
Gather pipeline updates for fee flow meetings/Sr. Management weekly reporting
Responsible for client calling preparation - Utilize social media/resources (i.e.; LinkedIn, OneSource, Hoovers) to indentify industry/market news and trends.
Maintain/manage client facing materials - building a pitch database
Vendor template coordination for Card/ePayables/Paymode deals
Manage ad hoc sales projects as assigned by Sales Manager (example pricing, product changes, data gathering)
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
Has a 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 (excel, word, Outlook)
Ability to work independently and use own discretion when faced with decision making
Excellent time management and problem solving skills
- Bachelors Degree preferred
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.
Equal Employment Opportunity
It is the policy of Citizens to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, colleague or a dependent’s reproductive health decision making, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, genetic characteristic, citizenship, veteran or military status, marital or domestic partner status, family status/parenthood, victim of domestic violence, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer/Disabled/Veteran
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.