TS Sales Associate

Citizens Financial Group•Atlanta, GA

36d

About The Position

As a TS Sales Associate , you will have overall accountability to provide sales support for new and existing clients for their assigned territory / team in order to retain revenue. Primary responsibilities include preparing sales presentations, RFPs, pricing, setup forms, demos, portfolio / pricing maintenance, and provide backup support while Sales Reps are out of the office with clients. This is a position which should lead to a full sales role. Primary responsibilities include Work closely with assigned Treasury solutions sales representatives to independently provide all sales support activities in order to allow the sales reps to stay focused on generating new sales opportunities. Create sales presentations and supporting collateral packages for sales calls in a timely fashion. Prepare responses to RFPs with standard questions, and assist RFP Coordinator with RFP responses for nonstandard questions. prepare pricing preformats, and work with sales reps. and pricing coordinator to manage annual pricing increases and maintenance of contracted exception pricing. process rebates/waivers according to policy. Attend joint calls with sales reps in order to get acquainted with clients as well as gain knowledge / experience by observing the sales rep interact with the client. Individually provide sales demos as needed. Assist clients with billing issues. Form an integral part of the client deal and Relationship team. Work to ensure that attrition is minimized within the existing portfolio. Proactively work with sales reps and implementation managers to move sales wins into implementation queue. Provide guidance within the team, and mentor junior TS Associates.

Requirements

Bachelor’s degree in Business, Finance, Marketing, or related field preferred.
1–3 years of experience in sales support, treasury services, or financial services environment.
Knowledge of Treasury products and services, including pricing structures and implementation processes.
Proficiency in preparing sales presentations, RFP responses, and pricing models.
Strong Microsoft Office skills (Excel, PowerPoint, Word); familiarity with CRM systems and sales tools.
Ability to manage multiple priorities and meet tight deadlines in a fast-paced environment.
Strong attention to detail for pricing accuracy, portfolio maintenance, and compliance with policy.
Excellent written and verbal communication skills for client-facing materials and internal coordination.
Ability to build relationships and collaborate effectively with sales reps, implementation managers, and clients.
Self-starter with a proactive approach to problem-solving and process improvement.
Demonstrated ability to learn quickly and progress toward a full sales role.
Strong customer focus and commitment to minimizing client attrition.

Responsibilities

Provide sales support for new and existing clients to retain revenue.
Prepare sales presentations, RFPs, pricing, setup forms, demos, and portfolio/pricing maintenance.
Provide backup support while Sales Reps are out of the office.
Work closely with Treasury solutions sales representatives to provide sales support activities.
Create sales presentations and supporting collateral packages.
Prepare responses to RFPs with standard questions and assist with nonstandard questions.
Prepare pricing preformats and manage annual pricing increases and contracted exception pricing.
Process rebates/waivers according to policy.
Attend joint calls with sales reps to gain knowledge and experience.
Provide sales demos as needed.
Assist clients with billing issues.
Work to minimize attrition within the existing portfolio.
Proactively work with sales reps and implementation managers to move sales wins into the implementation queue.
Provide guidance within the team and mentor junior TS Associates.