TS Sales Associate - Segments

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office or Remote
78K-110K Annually
Mid level
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Ready to Transform the Future | Careers in Technology & Security
The Role
Support Treasury Solutions sales for middle market and large corporate clients by prospecting, creating pitch materials, collaborating on RFPs/pricing, supporting client presentations and implementations, managing portfolio reviews, and coordinating with implementation and service partners to drive retention and revenue growth.
Summary Generated by Built In

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 .

About Us

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.


Skills Required

  • Previous sales support experience, preferably in Financial Services/Treasury Management
  • Excellent written and verbal communication skills
  • Ability to interact with all levels of employees, including senior executives
  • Ability to recognize when and why to escalate conflicts, concerns, issues
  • Ability to prepare professional client presentations using PowerPoint
  • Highly proficient with Microsoft Office suite (PowerPoint, Excel, Word)
  • Ability to work independently and use discretion in decision making
  • Excellent time management and problem solving skills
  • Bachelor's degree

Citizens Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citizens and has not been reviewed or approved by Citizens.

  • Healthcare Strength Healthcare coverage is positioned as comprehensive, with multiple plan options and preventive care highlighted as fully covered. Mental-health support is also emphasized through EAP-style counseling access and app-based support.
  • Retirement Support Retirement benefits are described as meaningful, including an employer match and additional company contributions in some descriptions. Stock purchase features and occasional profit-sharing framing add to the overall retirement-and-wealth picture.
  • Leave & Time Off Breadth Time-off benefits are described as generous, including a substantial PTO bank, paid holidays, and sizeable parental leave. Adoption assistance and emergency backup care are also presented as part of the leave-related support set.

Citizens Insights

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The Company
HQ: Providence, RI
17,000 Employees
Year Founded: 1828

What We Do

As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. We invest in the humans who build the logic, ideas, and innovations that bring new technologies to life. Investments in AI, cloud computing, machine learning and automation provide our engineers the tools that enable us to remain competitive and win in today’s environment. 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. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens. You’re made ready and so are we. If you're ready to advance your career in technology and security, learn more about opportunity's Citizens offers here: https://jobs.citizensbank.com/digital-transformation

Why Work With Us

We empower the colleagues that power our tech. With growth & upskilling opportunities and sought-after benefits, plus a diverse culture of people and perspectives, we help our colleagues achieve career goals. Because innovation can’t happen without the minds and hearts of our people. Technology is constantly evolving, and we believe you can too.

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