Treasury Sales Associate

Citizens • Stamford, CT • 3d ago

Description

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

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.

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

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.

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