Business Banking Treasury Sales Specialist II

Citizens • New York, NY

7d • $145,000 - $180,000 • Hybrid

About The Position

The Business Banking Treasury Sales Specialist’s primary objective is to deeply understand clients and their businesses and provide valuable recommendations and strategies that drive efficiencies and best practices, ultimately securing the client’s operating business. The specialist expands relationships across treasury services, advocates for Cash Management in the local market, and acts as a trusted advisor by understanding client needs and recommending appropriate solutions.

The role works with Relationship Managers and internal partners to identify and develop opportunities, deliver Treasury Solutions, generate fee and margin revenue, deepen client relationships across other lines of business, and achieve regional sales goals. It also involves maintaining sales and implementation pipelines, updating the bank’s CRM system, monitoring customer implementations, and delegating appropriate tasks to colleagues.

The position is scheduled for 40 hours per week, Monday through Friday, with one day a week in the office. The salary range is $145,000–$180,000 per year, with an opportunity to earn an annual discretionary bonus. Employment offers are conditioned on successfully passing a background check.

Requirements

• Bachelor’s degree preferred or five years of direct experience.
• Five or more years of Cash Management sales experience preferred.
• Detailed knowledge of Treasury Solutions products and understanding of the client needs that drive product usage.
• Action-oriented and self-accountable, with a focus on superior results.
• Ability to recognize customer needs, link solutions to those needs, and act on customer readiness to buy.
• Meaningful experience with moderately complex portfolios, customers, and transactions.
• Strong focus on customer service, satisfaction, and retention.
• Meaningful community involvement.
• Ability to gain the trust and confidence of others and consistently put the client first.

Nice To Haves

• Bachelor’s degree.
• Five or more years of Cash Management sales experience.

Responsibilities

• Expand relationships across treasury services to maximize client share of wallet.
• Attend joint client meetings with Relationship Managers, in person or by phone, focused on the $1MM–$50MM sales segment.
• Advocate for Cash Management in the local market and promote its value to existing and prospective clients.
• Lead the cultivation and maintenance of a robust sales pipeline for treasury solutions.
• Identify new opportunities and develop calling plans with Relationship Managers, evaluating client portfolios.
• Deliver the full range of CFG capabilities through organized and effective calling activities.
• Build comprehensive client relationships and deepen opportunities across other lines of business.
• Generate fee and margin revenue and develop opportunities for Foreign Exchange, Commercial Card, Merchant Services, and new DDA balances.
• Achieve sales goals and participate in regional business development efforts as assigned or strategically appropriate.
• Act as a trusted advisor by understanding client needs and recommending appropriate solutions.
• Attend required meetings and training to develop and enhance knowledge of cash management products, processes, and technologies.
• Partner with internal Relationship Managers to promote Treasury Solutions.
• Follow the sales process, timely update pipeline and calling activity in the bank’s CRM system, and independently provide market feedback to internal business partners.
• Provide Relationship Managers with timely updates on product enhancements, projects, and issues.
• Update the CRM system at least weekly before weekly forecasting activity.
• Monitor the implementation pipeline weekly, ensure opportunities progress through setup and training, and escalate delays to support an exemplary customer experience.
• Delegate tasks effectively to Sales Associates, Implementation Managers, and Client Services to maintain focus on sales activities and client relationships.

Benefits

• Competitive pay.
• Comprehensive medical coverage.
• Dental coverage.
• Vision coverage.
• Retirement benefits.
• Maternity and paternity leave.
• Flexible work arrangements.
• Education reimbursement.
• Wellness programs.
• Paid time off exceeding mandatory paid sick or paid time-away policies in every U.S. local and state jurisdiction.
• Opportunity to earn an annual discretionary bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level