Location: Philadelphia,PA, USA
Description
Citizens Bank is seeking a motivated, independent, Business Banking Treasury Sales leader who is strategic and demonstrates exceptional leadership and coaching skills. This role requires time in the field, working alongside team members during customer and prospect meetings, as well as engaging with Centers of Influence (COIs). The candidate should be adept at building and fostering strong internal partnerships through proactive outreach and strategic planning with Business Banking Market Executives, Market Managers, and other key stakeholders to drive sales activity, portfolio retention, and enhance sales outcomes.
JOB RESPONSIBILITIES
Field Engagement and Coaching:
* Conduct joint customer and prospect appointments with Treasury Sales Specialists (TSS) to secure new business, achieve team goals, enhance the customer experience, and resolve issues effectively.
* Deliver in-field coaching and development to the TSS team, focusing on sales skills, relationship management, and solution delivery.
Strategic Leadership and Team Development:
* Participate in and lead business banking meetings to drive cash management results
* Develop and implement coaching strategies to ensure TSS colleagues meet goals and strategic objectives through remote and in-person coaching, pipeline management, and pre-call planning.
* Partner with Sales Associates and Implementation teams to ensure workflow efficiency, effective support for the TSS team, and excellent customer onboarding journey.
* Build and sustain strong relationships with internal partners to foster a collaborative environment that drives results.
Pipeline and Sales Management:
* Oversee pipeline management in CRM platform to ensure opportunities are advancing appropriately and strategically.
* Approve pricing exceptions that align with both customer needs and the bank's profitability and risk standards.
* Execute a holistic, forward-looking strategy to drive fee revenue growth across Merchant Services, Foreign Exchange, Commercial Card, and Treasury Solutions.
Risk Management and Compliance:
* Ensure adherence to all risk and compliance requirements, providing leadership in addressing any identified risks or control issues.
JOB REQUIREMENTS
* Bachelor's degree in business, finance, or related field (or equivalent work experience) preferred.
* 3 years of experience in treasury or cash management sales.
* Strong knowledge of cash management products, services, and industry trends.
* Demonstrated ability to build strategic relationships with internal and external stakeholders.
* Strong negotiation, decision-making, and problem-solving skills.
* Expertise in pipeline management and sales forecasting, with proficiency in Salesforce or similar CRM systems.
* High level of financial and business acumen, with the ability to understand and apply customer-focused strategies.
* Commitment to diversity, equity, and inclusion in team management and business practices.
* Willingness to travel within the market to meet team and customer needs.
* Experience with recruiting, onboarding, and retaining top talent.
* Prior management experience preferred, or proven ability to coach and develop a high performing sales team
* Excellent interpersonal, communication, and presentation skills; advanced proficiency in Microsoft Office Suite (Excel, Word, Powerpoint).
HOURS AND WORK SCHEDULE
Hours per Week: 40+
Work Schedule: Monday - Friday
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
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.
Benefits
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
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Awards We've Received
Disability Equality Index Best Places to Work for People with Disabilities
Fair360 Top Regional Company
FORTUNE's World's Most Admired Companies
Human Rights Campaign Corporate Equality Index 100 Award
Military Friendly Employer
Age-Friendly Institute's Certified Age-Friendly Employer
Bloomberg Gender Equality Index, Standout
Dave Thomas Foundation's Best Adoption-Friendly Workplace
Forbes America's Best Large Employers