Treasury Solutions Expert

6 days ago


San Mateo, California, United States Citizens Full time
About the Role

We are seeking a highly skilled Treasury Solutions Expert to join our team. As a key member of our organization, you will play a critical role in delivering exceptional client experiences.

Job Summary

The successful candidate will provide expert-level support to clients across various aspects of treasury management. This includes:

  • Developing and presenting comprehensive treasury solutions tailored to clients' needs
  • Collaborating with cross-functional teams to design and implement effective treasury strategies
  • Staying up-to-date with market trends and competitor analysis to ensure clients receive the best possible advice
  • Providing exceptional customer service and building strong relationships with clients
Key Responsibilities

The ideal candidate will have:

  • 3+ years of experience in treasury sales or support, preferably with business banking or private bank clients
  • A Bachelor's degree in a relevant field
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • The ability to work effectively in a fast-paced environment and adapt to changing priorities
What We Offer

We offer a competitive salary range of $100,000 - $140,000 per year, plus an annual discretionary bonus. Our comprehensive benefits package includes medical, dental, and vision coverage, retirement benefits, paid time off, education reimbursement, and more. At Citizens, we value diversity and inclusion, and we are committed to creating a workplace where everyone feels welcome and empowered to succeed.



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