TS Sales Associate - Segments

Citizens Bank

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

Qualifications

  • 5-7 years of sales support experience in Financial Services or Treasury Management preferred
  • Strong written and verbal communication abilities
  • Skilled in interacting comfortably with senior executives
  • Proficient in identifying when to escalate issues
  • Ability to create professional presentations using PowerPoint
  • High proficiency in Microsoft Office (PowerPoint, Excel, Word)
  • Solid time management and problem-solving skills

Responsibilities

  • Create sales presentations and pitch books to support client engagement
  • Conduct research on clients and industries to enhance prospecting
  • Collaborate on proposals and pricing strategies
  • Assist in preparing and delivering client presentations
  • Evaluate client activity to uncover trends and opportunities
  • Support client retention through annual reviews and planning efforts
  • Coordinate with Implementation and Service teams on project execution

Benefits

  • Comprehensive medical, dental, and vision coverage
  • Flexible work arrangements available
  • Competitive retirement benefits
  • Education reimbursement for professional development
  • Generous maternity/paternity leave policies
  • Robust wellness programs
  • Paid time off policy exceeds local/state requirements
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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