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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.