Sr Trade Sales Specialist

Description

As the Sr Trade Sales Specialist, you will Identify revenue opportunities and utilize TS data to find cross sell opportunities (ex. – client with lockbox and no image, cash but no card, etc.).

Primary responsibilities include

• 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 identify industry/market news and trends.
• Maintain/manage client facing materials building a pitch database.

Qualifications, Education, Certifications and/or Other Professional Credentials

• Proven ability to identify and pursue revenue opportunities through data-driven analysis, including cross-sell strategies (e.g., lockbox without image, cash without card).
• Experience tracking loan activity to ensure timely engagement of Trade Sales Specialists.
• Skilled in leveraging dashboards and loser/gainer reports to proactively detect potential business losses.
• Strong analytical capabilities in managing realized revenue reports across cash, card, and trade products to uncover billing discrepancies and performance gaps.
• Proficient in gathering and synthesizing pipeline updates for senior management reporting and fee flow meetings.
• Adept at client call preparation using social media and market intelligence tools (e.g., LinkedIn, OneSource, Hoovers) to identify industry trends and client-specific insights.
• Capable of maintaining and organizing client-facing materials, including building and managing a pitch database to support sales efforts.

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F

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.