Treasury Solutions Specialist
4 weeks ago
Job Summary
Citizens Financial Group, Inc. is seeking a highly skilled Treasury Solutions Specialist to join our team. As a key member of our Private Bank, this individual will provide expert support to 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. The successful candidate will be responsible for overseeing the onboarding of new clients' end-to-end specific to treasury solutions and products, joining their respective banking team on sales calls, and providing corporate online demonstrations, assisting with new client onboarding, setup, and training, and continued support for the client.
Key Responsibilities
- Work with the Relationship Manager on client proposals, including Treasury solutions, cost/benefit analysis, pricing, and profitability models.
- Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research.
- Understand clients' Treasury cash management structure and objectives.
- Coordinate with product partners to develop comprehensive Treasury solutions.
- Develop and understand competitors' products and positioning within the client and market.
Requirements
- 3+ years of experience in treasury sales/support or similar financial services products with business banking or private bank clients.
- Bachelor's degree preferred.
- Strong written and verbal communication skills with the capability to lead effective meetings with clients and internal business partners.
- Strong level of competency with virtual meeting tools, internal systems, and the ability to learn and apply new technology.
What We Offer
Citizens offers competitive pay, comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more.
At Citizens, we value diversity, equity, and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability.
-
Treasury Solutions Specialist
4 weeks ago
Boston, Massachusetts, United States Citizens Financial Group, Inc. Full timeKey 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...
-
Treasury Sales Associate
4 weeks ago
Boston, Massachusetts, United States Bank of America Full timeTreasury Sales Associate Job DescriptionWe are seeking a highly motivated and self-driven Treasury Sales Associate to join our Healthcare, Education, and Not-For-Profit (HENFP) team at Bank of America. This role is responsible for facilitating a direct end-to-end relationship with two or more Treasury Sales Officers (TSOs) to manage and grow both...
-
Treasury Sales Officer
4 weeks ago
Boston, Massachusetts, United States Bank of America Full timeTransformative Healthcare Treasury Sales OfficerAt Bank of America, we are dedicated to turning technology advances into treasury solutions for our clients globally. We are seeking a highly motivated and self-starting Treasury Sales Officer to advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance,...
-
Treasury Sales Officer II
4 weeks ago
Boston, Massachusetts, United States Bank of America Full timeJob Title: Treasury Sales Officer IIAt Bank of America, we are committed to helping our clients achieve their financial goals through innovative treasury solutions. As a Treasury Sales Officer II, you will play a critical role in delivering exceptional client service and driving revenue growth through strategic partnerships and sales initiatives.Key...
-
Boston, Massachusetts, United States Citizens Financial Group, Inc. Full timeJob Description:The Asset and Liability Management (ALM) Team at Citizens Financial Group, Inc. is responsible for providing key insights into the bank's performance under various economic and interest rate scenarios. As a Treasury Asset and Liability Management Specialist, you will play a crucial role in supporting the strategic management of our interest...
-
Senior Treasury Risk Management Specialist
4 weeks ago
Boston, Massachusetts, United States Western Alliance Bank Full timeJob Title:Principal Engineer - Corporate TreasuryLocation:BostonWhat you'll do:We are seeking a skilled and dedicated technology professional to provide technical expertise for our Treasury and Liquidity Risk Management applications. Your primary responsibility will be to ensure the effective implementation, maintenance, and optimization of our QRM software...
-
Technical Solutions Specialist
4 weeks ago
Boston, Massachusetts, United States Cisco Full timeJob SummaryWe are seeking a highly skilled Technical Solutions Specialist to partner with our Account Executives in a pre-sales technical role. As a Technical Solutions Specialist, you will showcase Cisco product solutions, set up demonstrations, and explain features and benefits to customers.Key ResponsibilitiesPartner with Account Executives to recommend...
-
Business Solutions Specialist
4 weeks ago
Boston, Massachusetts, United States Perfict Global, Inc. Full timeAbout Us:Perfict Global, Inc. is a leading IT consulting services provider focused on delivering innovative and successful business workforce solutions to Fortune 500 companies. Our trained and experienced professionals strive to bring together the best technologies available to manage clients' complex business and technology needs, participate in...
-
Business Solutions Specialist
4 weeks ago
Boston, Massachusetts, United States Saxon Global Full timeJob Description:Saxon Global seeks a skilled Business Solutions Specialist to lead and conduct business analysis, eliciting requirements for IT solutions that meet business needs. This involves workshops, focus groups, interviews, observation, brainstorming, and JAD Sessions, organizing data into traceable, testable, and verifiable formats.As a Business...
-
Digital Solutions Sales Specialist
4 weeks ago
Boston, Massachusetts, United States Cytiva Full timeAbout the RoleWe are seeking a highly motivated and experienced Sales Specialist to join our team at Cytiva. As a Sales Specialist, you will be responsible for growing our Digital Solutions revenue and service business in the USCAN region.Key ResponsibilitiesDrive the sale of our Digital Solution Portfolio in collaboration with account managers and Product...
-
Technical Solutions Specialist
4 weeks ago
Boston, Massachusetts, United States COGNITEC SYSTEMS CORPORATION Full timeJob OverviewCognitec Systems Corporation, a subsidiary of SALTO Group, is seeking a highly skilled Technical Solutions Specialist to provide technical support to systems integrators, value-added resellers, and end-customers in the Americas region.The ideal candidate will possess substantial experience with solution architecture, computer hardware,...
-
Environmental Solutions Specialist
4 weeks ago
Boston, Massachusetts, United States Allonnia Full timeUnlocking the Potential in WasteAllonnia is a pioneering company that leverages biotechnology and engineered systems to degrade or sequester pollutants and upcycle waste. Our mission is to work in harmony with nature, combining biology and technology to fast forward time and bring Nature's future solutions to the present day.We are seeking a talented...
-
Principal Business Solution Architect
1 month ago
Boston, Massachusetts, United States State Street Bank Full timeAbout the RoleWe are seeking an experienced Principal Business Solution Architect to join our team at State Street Bank. As a key member of our Global Technology Services (GTS) organization, you will play a critical role in driving the company's digital transformation and expanding business capabilities using industry best practices and advanced...
-
Digital Solutions Specialist
4 weeks ago
Boston, Massachusetts, United States Cytiva Full timeUnlock the Power of Digital SolutionsCytiva is at the forefront of providing innovative solutions to transform human health. Our customers undertake life-saving activities ranging from fundamental biological research to developing innovative vaccines, new medicines, and cell and gene therapies. As a Digital Solutions Specialist, you will be part of a team...
-
Digital Solutions Specialist
4 weeks ago
Boston, Massachusetts, United States Danaher Corporation Full timeCytiva is at the forefront of providing new solutions to transform human health. Our customers undertake life-saving activities ranging from fundamental biological research to developing innovative vaccines, new medicines, and cell and gene therapies.As a Digital Solutions Specialist, you will be part of the Global Automation, Digital and Learning Sales team...
-
Electrical Engineer
4 weeks ago
Boston, Massachusetts, United States Jobot Full timeElectrical Engineer - MEP Solutions SpecialistAt Jobot, we're seeking a highly skilled Electrical Engineer to join our team as a MEP Solutions Specialist. As a key member of our engineering team, you'll play a crucial role in shaping the future of MEP engineering with innovative solutions and top-tier projects.This is an exceptional opportunity to work with...
-
PeopleSoft Campus Solutions QA Specialist
4 weeks ago
Boston, Massachusetts, United States InterSources Full timeJob Title: PeopleSoft Campus Solutions QA SpecialistJob Summary:We are seeking a skilled and detail-oriented QA Specialist to join our team at InterSources. The ideal candidate will be responsible for the thorough testing and quality assurance of the PeopleSoft Campus Solutions modules. This position requires a deep understanding of PeopleSoft Campus...
-
Financial Operations Specialist
4 weeks ago
Boston, Massachusetts, United States MaestroFS Full timeTrove is a leading independent multi-family office in North America, dedicated to delivering bespoke financial solutions to high-net-worth individuals and families.We are seeking a skilled Financial Operations Specialist to join our team in [insert location(s)].This individual will be responsible for the daily accounting and operations for a portfolio of...
-
Informatics Solutions Specialist
1 month ago
Boston, Massachusetts, United States Catalytic Data Science Full timeJob OverviewCatalytic Data Science is seeking a highly motivated and organized Informatics Solution Specialist to join our innovative Go-to-Market team.As a key member of our sales organization, you will drive outreach to leading Biotechnology, Pharmaceutical, and Agricultural Biotechnology companies across the U.S. to promote our cutting-edge bioinformatics...
-
Clinical Specialist
4 weeks ago
Boston, Massachusetts, United States Medtronic Full timeJob DescriptionAt Medtronic, we are committed to providing innovative medical technologies that improve the lives of patients worldwide. As a Clinical Specialist - Cardiac Ablation Solutions, you will play a critical role in delivering exceptional customer service and technical support to our customers.ResponsibilitiesProvide technical support and training...