Treasury Sales Associate

Description

Citizens Commercial Banking is seeking an experienced Sales Associate to join our Commercial Card team, supporting commercial card sales and product teams. This position will directly report into and support Head of Commercial Cards as well as Product and Sales teams. A successful Sales Associate will help drive revenue growth by supporting sales pitches, managing and improving team routines and objectives, leading pricing transformation and drive portfolio optimization.

Prospecting:

• Create pitch books / sales presentation content 
• Gather industry and client research to support prospecting routines 
• Support business management routines (quarterly calls, managing OKR’s, SharePoint etc.) 
• Accounts payable file analysis 
• Improve product content and collateral 
• 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
• Strong Excel and quantitative skill set 
• 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

At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.