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Business Banking Treasury Sales Specialist II - Greater Phil

Company: Citizens Bank
Location: Fort Washington
Posted on: December 2, 2017

Job Description:


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 clients operating business.


* 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.
* 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.
* Attend meetings and training as required to continue development and to enhance knowledge of cash management products, processes, and technologies.
* 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.


* 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. * Detailed knowledge of Treasury Solutions Products and an understanding of client needs that drive usage of these products. * Must be aggressive, 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 EDUCATION

* Bachelors Degree Preferred or 5 years of direct experience.


Hours per Week: 40

Work Schedule: Monday through Friday; 8:00 am - 5:00 pm


At Citizens, youll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.


It is the policy of Employer and Citizens Securities, Inc. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.

Equal Opportunity & Affirmative Action Employer Disabled/Veteran

Employer is a brand name of Employer, N.A. and each of its respective subsidiaries, and Employer of Pennsylvania.

Keywords: Citizens Bank, Philadelphia, Business Banking Treasury Sales Specialist II - Greater Phil, Accounting, Auditing, Fort Washington, Pennsylvania

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