Citizens · 2 months ago
Business Banking Treasury Sales Specialist II
4090 Nw 97Th Avenue, Miami, FL, 33178, US
Full-time
Onsite
Mid, Senior Level
4+ years expCitizens is seeking a Business Banking Treasury Sales Specialist II responsible for selling and refining transaction services solutions to clients. The role focuses on understanding client needs and recommending strategies to drive efficiencies and best practices, ultimately expanding client relationships and achieving sales goals.
BankingCredit CardsFinancial ServicesFinTechRetail
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-$25mm 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
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 CRM 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
Qualification
Preferred
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
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.
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
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