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Financial Services Representative
2 weeks ago
We are seeking a detail-oriented and customer-focused Treasury Sales Associate to join our team at Citizens. In this role, you will work closely with our Sales Representatives to prepare sales presentations, RFPs, and data gathering for sales and/or maintenance requests.
About the Team:
Citizens is a company that values customer satisfaction and employee growth. Our team is dedicated to delivering exceptional service and achieving our clients' financial goals.
Key Responsibilities:
- Prepare sales presentations and RFPs
- Gather data for sales and/or maintenance requests
- Facilitate additional services and/or delete/modifying services for existing customers
- Provide support directly to clients while Sales Representatives are out of the office
What We Offer:
Citizens offers a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. Our team is dedicated to delivering exceptional service and achieving our clients' financial goals.
