Citizens · 4 months ago
Sr Trade Sales Specialist
437 Madison Ave, New York, NY, 10022, US
Full-time
Onsite
Senior LevelCitizens is a commercial banking institution seeking a Sr Trade Sales Specialist to identify revenue opportunities and leverage data for cross-selling. The role involves tracking loan activities, managing revenue reports, and preparing for client calls using market intelligence.
BankingCredit CardsFinancial ServicesFinTechRetail
Responsibilities
Track new loan activities to verify TSS is engaged
Review TSS Dashboard and loser/gainer reports to identify potential loss of business
Assist in managing realized revenue reports for cash, card and trade to identify: billing issues, revenue not ramping up as expected, etc
Gather pipeline updates for fee flow meetings/Sr. Management weekly reporting
Responsible for client calling preparation Utilize social media/resources (i.e.; LinkedIn, OneSource, Hoovers) to identify industry/market news and trends
Maintain/manage client facing materials building a pitch database
Qualification
Required
Proven ability to identify and pursue revenue opportunities through data-driven analysis, including cross-sell strategies (e.g., lockbox without image, cash without card)
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 to uncover billing discrepancies and performance gaps
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 (e.g., LinkedIn, OneSource, Hoovers) to identify industry trends and client-specific insights
Capable of maintaining and organizing client-facing materials, including building and managing a pitch database to support sales efforts
Company
Citizens
At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.
Founded in 1828
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$2B2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO
Leadership Team
Melisa Carrascoza
SVP, Business Banking Market Executive - New England South
Steve Kozek
Head of Commercial Excellence, Senior Vice President
Recent News
Talk Business & Politics
2026-01-19
Arkansas Business — Business News, Real Estate, Law, Construction
2026-01-19
Providence Business News
2026-01-16
Company data provided by crunchbase