Treasury Solutions Specialist

4 weeks ago


Boston, Massachusetts, United States Citizens Financial Group, Inc. Full time

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.



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