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Client Relationship Manager

2 weeks ago

Fort Washington, Pennsylvania, United States Citizens Full time
Key Responsibilities

The successful candidate will be responsible for providing sales support for new and existing clients as a Treasury Sales Associate at Citizens.

This includes 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