Business Banking Treasury Sales Specialist II

Citizens Financial Group•Pittsburgh, PA

6d•Hybrid

About The Position

The Business Banking Treasury Sales Specialist II sells and refines transaction services solutions for new and existing clients. The role focuses on understanding clients’ businesses and recommending solutions and strategies that improve efficiency, promote best practices, and help win clients’ operating business. The specialist works with Relationship Managers and other internal partners, engages clients in person and by phone, and supports business development across the region. The position is scheduled for 40 hours per week, Monday through Friday, with one day a week in the office.

Requirements

Bachelor’s degree preferred or five years of direct experience.
Four or more years of Cash Management sales experience preferred.
Detailed knowledge of Treasury Solutions products and understanding of client needs that drive product usage.
Proactive, self-starting, and goal-oriented.
Ability to recognize customer needs, connect solutions to those needs, and act on customer readiness to buy.
Ability to gain the trust and confidence of others.
Client-first approach.

Nice To Haves

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

Responsibilities

Expand treasury services relationships to maximize client share of wallet.
Attend joint client meetings with Relationship Managers, in person or by phone, focusing on the $5mm–$25+mm sales segment.
Advocate for Cash Management in the local market and communicate its value to existing and prospective clients.
Cultivate and maintain a strong sales pipeline for treasury solutions.
Coordinate with Relationship Managers to identify prospects and calling plans, and evaluate client portfolios.
Deliver the full range of CFG capabilities through organized and effective calling activities.
Build total client relationships and cross-sell to other lines of business.
Generate fee and margin revenue, new investment balances, cross-sales of Treasury Solutions products, and new DDA balances; achieve sales goals.
Participate in regional business development efforts as assigned or as part of strategy with business partners, using self-developed resources where appropriate.
Act as a trusted advisor by understanding client needs and recommending appropriate solutions.
Attend required meetings and training to develop and maintain knowledge of cash management products, processes, and technologies.
Partner with internal Relationship Managers to promote Treasury Solutions.
Follow the sales process, including timely updates to pipeline and calling activity in the bank’s CRM system.
Provide market feedback to internal business partners and timely updates to Relationship Managers about product enhancements, projects, and issues.
Update Salesforce regularly, at least once a week before weekly forecasting activity.
Monitor the implementation pipeline weekly, ensure opportunities remain on track through setup and training, and escalate delays to support an exemplary client experience.
Delegate tasks effectively to Sales Associates, Implementation Managers, and Client Services to maintain focus on sales activities and the overall client relationship.