TS Sales Associate

Position Overview

As a Treasury Solutions (TS) Sales Associate, you will have overall accountability to provide sales support for new and existing clients across an assigned territory in order to drive revenue growth and retention. This role is heavily focused on enabling Corporate Payment Consultants (CPCs) and Strategic Account Managers to remain client-facing and revenue-focused by managing pipeline development, sales execution, and client support activities.

Primary responsibilities include preparing sales presentations, RFPs, pricing, setup documentation, demos, and portfolio/pricing maintenance, while also supporting cross-sell efforts for Commercial Card solutions within existing bank clients. This is a developmental role designed to lead to a full sales position.

Primary Responsibilities

• Work closely with assigned Treasury Solutions Sales Representatives (CPCs) to independently manage and execute all sales support activities, enabling focus on new business generation
• Own pipeline development for cross-sell opportunities, specifically targeting clients with lending or deposit relationships but no Commercial Card penetration
• Partner with Relationship Managers (RMs) and Treasury Relationship Managers (TRMs) to originate and advance opportunities across key markets (Southeast, Mid-Atlantic/Midwest, Northeast/NYC, Government, Private Banking)
• Create sales presentations, pitch materials, and supporting collateral packages in a timely manner
• Conduct client and industry research to inform sales strategy and identify opportunities
• Prepare responses to RFPs, including standard responses and supporting RFP Coordinator on nonstandard submissions
• Develop pricing proformas and partner with Sales and Pricing teams to manage pricing strategies, including annual increases and maintenance of exception pricing
• Process rebates and fee waivers in accordance with internal policies
• Assist with onboarding execution and support product positioning (Commercial Card, Payables solutions, partnerships such as Paymode-X)
• Attend joint client calls with Sales Representatives to gain exposure to client interactions and build relationships
• Deliver product demonstrations independently, as needed
• Support clients with billing inquiries and issue resolution
• Act as an integral member of the client deal and relationship team to minimize attrition within the existing portfolio
• Proactively partner with Sales and Implementation Managers to transition closed deals into implementation
• Support strategic initiatives including pipeline tracking, lead assignment, CRM discipline, and performance reporting
• Provide guidance to the team and mentor junior TS Associates

Qualifications, Education, Certifications and/or Other Professional Credentials

Required Qualifications

• Bachelor’s degree in Business, Finance, Economics, or related field
• 2–5 years of experience in banking, treasury services, payments, or sales support
• Strong analytical skills, including pricing and financial analysis
• Excellent written and verbal communication skills
• Proven ability to manage multiple priorities in a fast-paced environment
• Proficiency in Microsoft Office (Excel, PowerPoint, Word) and CRM tools

Preferred Qualifications

• Experience in Commercial Card, Payments, or Treasury Management
• Familiarity with RFP processes, pricing strategy, and deal structuring
• Exposure to commercial or corporate banking client coverage models
• Knowledge of payables and digital payment solutions (e.g., Paymode-X)
• Demonstrated ability to work cross-functionally and influence without direct authority
• Prior experience in a client-facing or sales support role

Core Competencies

• Sales execution and support excellence
• Analytical thinking and problem-solving
• Collaboration and stakeholder management
• Time management and organization
• Client focus and results orientation

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: Standard business hours; flexibility required based on client and deal activity

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

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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.