Treasury Sales Development Manager jobs in United States
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Citizens · 3 months ago

Treasury Sales Development Manager

positionOne Citizens Bank Way, Johnston, RI, 02919, US
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date3+ years exp

Citizens is a leading financial institution, and they are seeking a Treasury Sales Development Manager to enhance the performance and scalability of their Treasury Sales organization. The SDM will focus on onboarding, training, coaching, and performance evaluation to ensure the salesforce is well-equipped to engage with clients effectively.

BankingCredit CardsFinancial ServicesFinTechRetail

Responsibilities

New Hire Onboarding: Design and lead a structured onboarding program to accelerate time-to-productivity and improve early-stage performance
Sales Training: Deliver ongoing training on product knowledge, consultative selling, competitive positioning, and scenario-based learning
Organizational Skills Development: Coach team members on prioritization, CRM usage, and disciplined follow-up to improve productivity and forecasting
Customer Communication & Proposal Writing: Guide reps on professional, persuasive communication including proposals, emails, and messaging consistency
Discovery & Needs Assessment Coaching: Provide individualized coaching to improve discovery calls, strategic questioning, and solution alignment
Performance Assessment & Coaching: Evaluate sales skills and behaviors to identify development needs and tailor coaching accordingly
Pre-Call Planning & Post-Call Review: Support reps in preparing for client meetings and conduct post-call reviews to reinforce learning
Strategic Thinking & Consultation: Help reps shift from transactional to strategic engagement, broaden product knowledge, and build confidence in complex client scenarios
Sales Process Consistency: Establish and reinforce standardized sales processes, messaging, and performance benchmarks across teams
Scalability & Growth Support: Develop repeatable frameworks for onboarding and development to support team expansion and reduce strain on frontline managers

Qualification

Sales enablementTreasury Services knowledgeTraining program designCRM systems experienceCoaching abilityInfluencing skillsCommunicationInterpersonal skillsOrganizational skillsTime management

Required

3+ years of experience in sales enablement, coaching, or a related leadership role
Strong understanding of Treasury Services and financial products
Excellent communication and interpersonal skills
Proven ability to design and deliver training programs
Experience with CRM systems and sales enablement tools
Ability to coach and influence across various levels of the organization
Strong organizational and time management skills
Bachelor's degree in Business, Finance, or related field

Company

Citizens

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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.
dateFounded in 1828
location
Providence, Rhode Island, USA
people-size10001+ employees
web-link
https://www.citizensbank.com/

Funding

Current Stage
Public Company
Total Funding
$2B
2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO

Leadership Team

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Melisa Carrascoza
SVP, Business Banking Market Executive - New England South
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Steve Kozek
Head of Commercial Excellence, Senior Vice President
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Recent News

Business Wire
Citizens Financial Group, Inc. Reports Fourth Quarter 2025 Net Income of $528 million, up 32% YoY, and EPS of $1.13, up 36% YoY
2026-01-22
Business Wire
Citizens Financial Group to Participate at the UBS Financial Services Conference
2026-01-22
Talk Business & Politics
Connections: New hires announced at Walton School of Medicine
2026-01-19
Company data provided by crunchbase