Sr Liquidity Sales Specialist

Description

The Sr Liquidity Sales Specialist role is responsible for meeting the deposit and liquidity goals of Commercial Banking. The role sits within the Treasury Solutions group with the broad objective to drive revenue growth by optimizing customer liquidity. This is achieved through sales, portfolio management, and forecasting activities in partnership with Commercial Bankers, Team Leaders, and Division Executives.

Primary responsibilities include

• Partner with Bankers to identify new prospects and calling plans.
• Act as a trusted advisor to clients through direct engagement; understand their needs and design appropriate liquidity solutions.
• Maintain a strong pipeline to ensure sales goals will be achieved.
• Provide regular updates to Bankers and Team Leaders on market & industry trends, product enhancements, and client issues.
• Partner with Division Executives to align goals and sales activities.
• Provide regular updates on KPIs to Division Executives and adjust sales activities as needed, to ensure timely delivery of financial commitments.
• Work with Liquidity Product, Liquidity Pricing & Analytics, and client services teams to respond to customer inquiries and feedback in real-time.

Qualifications, Education, Certifications and/or Other Professional Credentials

• Proven experience in meeting deposit and liquidity goals within a Commercial Banking environment.
• Strong background in sales, portfolio management, and forecasting activities.
• Ability to partner effectively with Commercial Bankers, Team Leaders, and Division Executives to drive revenue growth.
• Demonstrated expertise in identifying new prospects and developing calling plans in collaboration with Bankers.
• Skilled in acting as a trusted advisor to clients, understanding their needs, and designing appropriate liquidity solutions.
• Experience in maintaining a robust sales pipeline to achieve sales goals.
• Proficiency in providing regular updates on market and industry trends, product enhancements, and client issues to Bankers and Team Leaders.
• Ability to align goals and sales activities with Division Executives and provide regular KPI updates.
• Competence in adjusting sales activities to ensure timely delivery of financial commitments.
• Strong collaboration skills with Liquidity Product, Liquidity Pricing & Analytics, and client services teams to respond to customer inquiries and feedback in real-time.

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.