Business Banking Treasury Sales Specialist II
At a glance
Mid-level Account Executive role at Citizens Financial Group. United States · full-time · no salary stated · we estimate $87,500–$180,000 across the United States.
Citizens Financial Group has not published a salary for this role. The figure below is our estimate, not theirs.
growthroles summary, based on the employer's posting.
What you'll do
- Sell and refine transaction services for new and existing clients, recommending treasury solutions that address their business needs
- Build treasury relationships and client share by meeting with clients alongside Relationship Managers, in person or by phone
- Develop prospect lists and calling plans with Relationship Managers, using portfolio reviews to find sales opportunities
- Keep Salesforce pipeline and calling records current, and check implementation progress weekly to flag delays
- Drive fee and margin revenue, new investment and deposit balances, and cross-sales while working toward sales goals
What you bring
- A bachelor’s degree is preferred, or five years of direct experience can qualify you
- At least four years selling cash management services is preferred
- You understand treasury products and how client needs shape their use
Who this fits
This mid-level sales role suits someone who can build client trust, identify needs, and connect them to treasury solutions. Expect regular in-person partner and client meetings, plus one office day each week. The schedule is forty hours, Monday through Friday.
From the employer
The Business Banking Treasury Sales Specialist II is responsible for selling or refining the breadth of transaction services solutions to new and existing clients. The ultimate goal is to truly understand our clients and their businesses and provide value by recommending solutions and strategies that drive efficiencies and best practices, resulting in winning the client’s operating business.
Responsibilities
- Responsible for expanding relationships for all treasury services to gain maximum client share of wallet.
- Attend joint meeting with clients and RM's either in person or via phone focusing on the $5mm-$25+mm sales segment.
- Act as the advocate in the local market to support and drive the value of Cash Management to existing and new to bank clients. Role will require in person engagement with partners and client meetings.
- Lead the cultivation and maintenance of a strong sales pipeline for treasury solutions.
- Proactively coordinate and identify new prospects and calling plans by partnering with Relationship Managers and effectively evaluating client portfolios.
- Deliver the full range of CFG capabilities through organized and effective calling activities.
- Maximize customer opportunity by building total relationship and cross-sell to other lines of business. Accountable for generating fee and margin revenue, new investment balances, cross-sell to other Treasury Solutions products and new DDA balances.
- Achieve sales goals. Participate in business development efforts within the region as assigned or within the scope of strategy with business partners and through own self developed resources.
- Act as a Trusted Advisor to clients; understand their needs and recommend solutions to meet those needs.
- Attend meetings and training as required to continue development and to enhance knowledge of cash management products, processes, and technologies.
- Partner / align with internal Relationship Managers, building a strong relationship, to ensure we are promoting Treasury Solutions.
- Ensure sales process is being followed, including timely updating of pipeline and calling activity within the bank’s CRM system. Independently provide market feedback to internal business partners.
- Provide timely updates to Relationship Managers on product enhancements, projects, and issues.
- Update Salesforce system regularly but no less than once a week prior to the weekly forecasting activity.
- Monitor the implementation pipeline on a weekly basis to ensure opportunities are on track through set up and training and escalate any delays seen to bring the process back on track to insure an exemplary customer experience.
- Effectively delegate tasks to Sales Associate, Implementation Manager, and Client Services to ensure focus is on sales activities, and the overall client relationship.
Qualifications, Education, Certifications and/or Other Professional Credentials
- Bachelors Degree Preferred or 5 years of direct experience.
- 4+ years of Cash Management sales experience preferred
- Detailed knowledge of Treasury Solutions Products and an understanding of client needs that drive usage of these products.
- Must be proactive, self-starter, goal-oriented.
- Able to recognize customer needs, link solutions to need, and act on customer readiness to buy.
- Gain trust and confidence of others. Always puts the client first
Hours and Work Schedule
- Hours per Week: 40
- Work Schedule: Monday-Friday, 1 day a week in the office
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