Business Banking Treasury Sales Specialist II

Citizens Financial Group•New York, NY

6d•Hybrid

About The Position

The Business Banking Treasury Sales Specialist’s primary objective is to deeply understand clients and their businesses, provide valuable recommendations and strategies that drive efficiencies and best practices, and ultimately secure the client’s operating business. The role focuses on the $1MM–$50MM sales segment and works closely with Relationship Managers to promote Treasury Solutions, grow client relationships, and deliver the bank’s capabilities. The specialist generates fee and margin revenue, expands opportunities across Treasury Solutions products, and develops new DDA balances. The role is responsible for building and maintaining a robust sales pipeline, supporting business development, acting as a trusted advisor to clients, and ensuring a positive experience through implementation and training. The specialist also provides market feedback and coordinates with internal partners and support teams.

Requirements

Bachelor’s degree preferred or five years of direct experience.
Detailed knowledge of Treasury Solutions products and understanding of client needs that drive their use.
Action-oriented and accountable for superior results.
Ability to recognize customer needs, connect solutions to those needs, and act on customer readiness to buy.
Meaningful experience with moderately complex portfolios, customers, and transactions.
Strong customer service, satisfaction, and retention orientation.
Meaningful community involvement.
Ability to gain others’ trust and confidence while putting the client first.

Nice To Haves

Five or more years of Cash Management sales experience.

Responsibilities

Expand relationships across treasury services to maximize client share of wallet.
Attend client meetings with Relationship Managers, in person or by phone, focusing on the $1MM–$50MM sales segment.
Advocate for Cash Management in the local market and communicate its value to existing and prospective clients.
Lead the cultivation and maintenance of a robust sales pipeline for treasury solutions.
Identify new opportunities, develop calling plans with Relationship Managers, and evaluate client portfolios.
Deliver the full range of CFG capabilities through organized and effective calling activities.
Build comprehensive customer relationships and deepen them across other lines of business.
Generate fee and margin revenue, develop opportunities for Foreign Exchange, Commercial Card, and Merchant Services, and grow 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 meetings and training sessions to develop knowledge of cash management products, processes, and technologies.
Partner with internal Relationship Managers to promote Treasury Solutions.
Follow the sales process and promptly update 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 the CRM system at least weekly before forecasting activity.
Monitor the implementation pipeline weekly, ensure opportunities remain on track through setup and training, and escalate delays.
Delegate tasks 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 that exceeds mandatory paid sick or paid time-away policies in every local and state jurisdiction in the United States
Opportunity to earn an annual discretionary bonus