Business Banking Treasury Sales Specialist II

Citizens•Pittsburgh, PA

7d•Hybrid

About The Position

The Business Banking Treasury Sales Specialist II sells or refines transaction services solutions for new and existing clients. The role focuses on understanding clients and their businesses, recommending solutions and strategies that improve efficiency and best practices, and winning clients’ operating business. The specialist builds treasury-services relationships, advocates for Cash Management in the local market, and works with Relationship Managers and other internal partners to develop sales opportunities and support client needs. The role includes in-person engagement with partners and clients, as well as phone meetings, and is focused on the $5 million–$25 million-plus sales segment. The position is responsible for achieving sales goals and generating fee and margin revenue, new investment balances, cross-sales of Treasury Solutions products, and new DDA balances. It also monitors the implementation pipeline and coordinates with sales, implementation, and client-services colleagues to help deliver an exemplary customer experience. The schedule is 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.
Detailed knowledge of Treasury Solutions products and understanding of the client needs that drive their use.
Proactive, self-starting, and goal-oriented.
Able to recognize customer needs, connect solutions to those needs, and respond to customer readiness to buy.
Able to gain others’ trust and confidence, and consistently put the client first.

Nice To Haves

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

Responsibilities

Expand relationships for treasury services to maximize each client’s share of wallet.
Attend joint client meetings with Relationship Managers, in person or by phone, focused on the $5 million–$25 million-plus sales segment.
Advocate in the local market for the value of Cash Management with existing and new-to-bank clients, including through in-person engagement with partners and clients.
Cultivate and maintain a strong sales pipeline for treasury solutions.
Coordinate proactively with Relationship Managers to identify prospects and calling plans by evaluating 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 other Treasury Solutions products, and new DDA balances.
Achieve sales goals and participate in regional business-development efforts as assigned or aligned with strategy, using business partners and self-developed resources.
Act as a trusted advisor by understanding clients’ needs and recommending solutions that meet those needs.
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, update the pipeline and calling activity in the bank’s CRM system in a timely manner, and provide market feedback to internal business partners.
Provide Relationship Managers with timely updates on product enhancements, projects, and issues.
Update Salesforce regularly, at least once a week before weekly forecasting activity.
Monitor the implementation pipeline weekly, confirm opportunities remain on track through setup and training, and escalate delays to restore progress and support a strong customer experience.
Delegate tasks effectively to the Sales Associate, Implementation Manager, and Client Services so the role can focus on sales activities and the overall client relationship.