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Business Banking Financial Services Professional

2 weeks ago

Fort Washington, Pennsylvania, United States Citizens Full time
About the Role

We are seeking a skilled Treasury Sales Associate to join our team at Citizens. As a key member of our Business Banking division, you will play a critical role in providing sales support for new and existing clients.

Your primary responsibilities will include preparing sales presentations, RFPs, data gathering for sales and/or maintenance requests, and facilitating additional services or deleting/modifying services for existing customers.

Key Responsibilities:

  • Develop and deliver sales presentations and RFPs
  • Conduct market research and gather data for sales and maintenance requests
  • Build relationships with existing customers and identify opportunities for growth

Requirements:

  • 3-5 years of experience in financial services or a client-facing position
  • Demonstrated ability to work independently and as part of a team
  • Strong communication and negotiation skills