TS Sales Associate - Segments

Citizens Bank

$78K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Previous sales support experience in Financial Services or Treasury Management.
  • Excellent written and verbal communication skills.
  • Ability to engage effectively with employees at all levels, including senior executives.
  • Strong conflict resolution and escalation skills.
  • Proficient in preparing client presentations using PowerPoint.
  • Highly skilled in Microsoft Office Suite (PowerPoint, Excel, Word).
  • Strong independent work ethic and decision-making ability.
  • Exceptional time management and problem-solving skills.
  • Bachelor's degree preferred.

Responsibilities

  • Create pitch books and sales presentation materials.
  • Conduct industry and client research to support prospecting efforts.
  • Collaborate on RFPs and develop pricing proposals.
  • Participate in client presentations and support sales initiatives.
  • Analyze client activity to identify trends and opportunities for enhancement.
  • Assist with portfolio reviews and annual client planning.
  • Coordinate with internal partners for project support and implementation.

Benefits

  • Comprehensive medical, dental, and vision coverage.
  • Retirement benefits.
  • Maternity/paternity leave.
  • Flexible work arrangements.
  • Education reimbursement.
  • Wellness programs.
  • Paid time off exceeding mandatory policies.
Full Job Description
Job Description

TS Sales Associate

Citizens Commercial Banking is seeking an experienced Sales Associate to join our Treasury Solutions Sales team, supporting Middle Market and Large Corporate clients for our Industry Segments group. This position will support an existing portfolio as well as prospecting initiatives to develop new client relationships across a national footprint. A successful Sales Associate will help drive revenue growth by working closely with seasoned Relationship Managers and Treasury Specialists who deliver solutions across a broad range of Payables, Receivables, Liquidity and Risk Management capabilities.

Prospecting:
  • Create pitch books / sales presentation content
  • Gather industry and client research to support prospecting routines
  • Collaborate on RFPs and build pricing proformas
  • Participate in and support client presentations
  • Support pre-sale and post-sale client engagement and follow-up


Existing Clients:
  • Evaluate client activity to identify trends and potential enhancement opportunities
  • Assist with Portfolio Reviews and Client Planning efforts
  • Develop annual reviews to promote retention and expansion
  • Provide support for internal projects
  • Submit implementation requests for mandated new services
  • Support cross sell pitch follow up with existing clients
  • Provide oversight and coordination with Implementation and Service partners


Qualifications:
  • Previous sales support experience desirable, preferably in Financial Services / Treasury Management
  • Excellent written and verbal communication skills
  • Ability to interact with all levels of employees, including senior executives
  • Clear sense and ability of when and why to escalate conflicts, concerns, issues
  • Ability to prepare professional client presentations using PowerPoint
  • Highly proficient with Microsoft Office suite (Power Point, Excel, Word)
  • Ability to work independently and use discretion when faced with decision making
  • Excellent time management and problem solving skills
  • Bachelors Degree preferred


Work Schedule
  • Hours per Week: 40
  • Work Schedule: Monday - Friday


Pay Transparency

The salary range for this position is $78,000 - $110,000 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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