Sr Trade Sales Specialist

Citizens Bank • New York, NY

115d

About The Position

As the Sr Trade Sales Specialist, you will identify revenue opportunities and utilize TS data to find cross-sell opportunities (e.g., client with lockbox and no image, cash but no card, etc.). Your primary responsibilities will include tracking new loan activities to verify that Trade Sales Specialists (TSS) are engaged, reviewing the TSS Dashboard and loser/gainer reports to identify potential loss of business, and assisting in managing realized revenue reports for cash, card, and trade to identify billing issues and revenue not ramping up as expected. You will also gather pipeline updates for fee flow meetings and senior management weekly reporting, and be responsible for client calling preparation. Additionally, you will utilize social media and resources (such as LinkedIn, OneSource, and Hoovers) to identify industry and market news and trends, while maintaining and managing client-facing materials and building a pitch database.

Requirements

• Proven ability to identify and pursue revenue opportunities through data-driven analysis, including cross-sell strategies.
• Experience tracking loan activity to ensure timely engagement of Trade Sales Specialists.
• Skilled in leveraging dashboards and loser/gainer reports to proactively detect potential business losses.
• Strong analytical capabilities in managing realized revenue reports across cash, card, and trade products.
• Proficient in gathering and synthesizing pipeline updates for senior management reporting and fee flow meetings.
• Adept at client call preparation using social media and market intelligence tools.

Responsibilities

• Identify revenue opportunities and utilize TS data for cross-sell opportunities.
• Track new loan activities to ensure TSS engagement.
• Review TSS Dashboard and loser/gainer reports to identify potential business losses.
• Assist in managing realized revenue reports for cash, card, and trade to identify billing issues and revenue discrepancies.
• Gather pipeline updates for fee flow meetings and senior management reporting.
• Prepare for client calls using social media and market intelligence tools.
• Maintain and manage client-facing materials and build a pitch database.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities