Treasury Solutions Specialist
4 days ago
Key Responsibilities:
As a Private Bank Treasury Advisor, you will provide critical support to Private Bank Relationship Managers and teams, ensuring seamless coordination among product partners, Relationship Managers, and internal partners to develop client solutions.
This role will serve as a conduit for all client-facing and internal digital treasury management operational needs, overseeing the onboarding of new clients' end-to-end specific to treasury solutions and products.
You will be responsible for:
- Assisting with client call preparation by creating relationship review materials, pitch books, and account plans.
- Understanding clients' Treasury cash management structure and objectives.
- Serving as the main point of contact for Treasury Solutions, coordinating with internal implementation teams to fulfill client needs.
- Mastery of the bank's digital and treasury platforms, including Corporate Online Banking, Foreign Exchange Online, Remote Deposit Capture, Lockbox, Wire Transfers, ACH, Bill Payment, and Payment Transmissions.
Requirements:
To be successful in this role, you will need:
- 3+ years of experience in treasury sales/support or similar financial services products with business banking or private bank clients.
- A strong level of competency with virtual meeting tools, internal systems, and the ability to learn and apply new technology.
- A Bachelor's degree, preferred.
What We Offer:
Citizens Financial Group, Inc. is an equal employment and advancement opportunity employer. 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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