Private Bank Treasury Services Product Manager

Citizens Bank

$128K — $145K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years experience in Commercial Banking, Treasury and Payments
  • Strong ability to collaborate with various partners including Division Leaders and Executives
  • Exceptional communication and relationship-building skills
  • Proficiency in aligning goals with sales activities
  • Experience fostering innovation and accountability within teams
  • Skilled in promoting cross-functional collaboration across organizations

Responsibilities

  • Articulate a compelling vision for treasury solutions and influence executive stakeholders
  • Ensure compliance and operational excellence for all product offerings
  • Conduct market research and benchmark capabilities against industry standards
  • Manage and optimize the pricing strategy for fees
  • Envision future solutions and collaborate on execution
  • Engage with colleagues to optimize client working capital
  • Define and oversee the exception process for improved adherence
  • Assist in developing and executing go-to-market strategies
  • Champion data-driven decisions and performance metrics across products
  • Optimize and deliver solutions to support Private Bank growth

Benefits

  • Comprehensive medical, dental, and vision coverage
  • Retirement benefits
  • Generous maternity/paternity leave
  • Flexible work arrangements
  • Education reimbursement
  • Wellness programs
  • Paid time off policy exceeds mandatory requirements
Full Job Description
Job Description

Job Description

This role will support the Private Bank's treasury solutions strategy. This role is critical to driving innovation, influencing executive strategy, and positioning Citizens as a market leader. Primary responsibilities include driving strategy, the vision for new and existing solutions, defining pricing and helping to drive performance, as well as shaping go-to-market strategies. This is achieved by partnering with Relationship Managers, Private Bankers, Division Leaders and Executive Leadership within Private Bank, as well as by developing strong relationships with cross-functional colleagues and Executives.

Primary Responsibilities
• Articulate a compelling vision for treasury solutions and influence executive stakeholders to gain alignment and support.
• Ensure compliance with regulatory standards and operational excellence across all product offerings.
• Drive comprehensive market research and continuously benchmark our capabilities against the industry.
• Manage and optimize the pricing strategy for fees and partner with cross-functional teams to implement changes
• Help envision future solutions and benefits and partner with cross-functional teams to execute
• Engage with colleagues, devising solutions which successfully optimizes their clients' working capital
• Further refine the engagement model with Commercial with an aim to drive efficiencies and gain historical knowledge from experts
• Fully define and ratify the exception process, owning the end to end experience and monitoring adherence
• Assist with go-to-market strategies including but not limited to marketing collateral, internal training and job aids, operationalizing new benefits/solutions, etc.
• Champion data-driven decision-making and performance measurement across the product suite
• Optimize existing solutions and deliver new solutions which further support the Private Bank growth and meet client needs
• Further develop reporting; performance, adherence, HHLD/BB growth, fee revenue/cost, products/solutions, etc.
• Educate internal stakeholders on pricing tools and policies, and serve as subject expert for pricing queries

Qualifications, Education, Certifications and/or Other Professional Credentials
• Proven experience and expertise within Commercial Banking, Treasury and Payments
• Ability to partner effectively with cross-functional partners/LOBs, Division Leaders and Executive Leadership
• Strong communication, relationship-building and influencing skills
• Ability to align goals and sales activities
• Foster a culture of innovation, accountability, and collaboration
• Promote cross-functional integration and knowledge sharing across the broader organization

Hours & Work Schedule
  • Hours per Week: 40
  • Work Schedule: M-F 8:00-5:00
  • in office requirement 4 days per week (1 day WFH) at locations listed

Pay Transparency

The salary range for this position is $128,000 - $145,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits .

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