TS Sales Associate - Segments

Citizens Financial Group•Boston, MA

7d•Remote

About The Position

Citizens Commercial Banking is seeking an experienced Sales Associate to join our Treasury Solutions Sales team, supporting Middle Market and Large Corporate clients for our Industry Segments group. This position will support an existing portfolio as well as prospecting initiatives to develop new client relationships across a national footprint. A successful Sales Associate will help drive revenue growth by working closely with seasoned Relationship Managers and Treasury Specialists who deliver solutions across a broad range of Payables, Receivables, Liquidity and Risk Management capabilities.

Requirements

Previous sales support experience desirable, preferably in Financial Services / Treasury Management
Excellent written and verbal communication skills
Ability to interact with all levels of employees, including senior executives
Clear sense and ability of when and why to escalate conflicts, concerns, issues
Ability to prepare professional client presentations using PowerPoint
Highly proficient with Microsoft Office suite (Power Point, Excel, Word)
Ability to work independently and use discretion when faced with decision making
Excellent time management and problem solving skills
Bachelors Degree preferred

Responsibilities

Create pitch books / sales presentation content
Gather industry and client research to support prospecting routines
Collaborate on RFPs and build pricing proformas
Participate in and support client presentations
Support pre-sale and post-sale client engagement and follow-up
Evaluate client activity to identify trends and potential enhancement opportunities
Assist with Portfolio Reviews and Client Planning efforts
Develop annual reviews to promote retention and expansion
Provide support for internal projects
Submit implementation requests for mandated new services
Support cross sell pitch follow up with existing clients
Provide oversight and coordination with Implementation and Service partners