Sales Associate

Boston, MA
United States

Citizens Bank

10000+ employees

Citizens Bank is one of the oldest and largest financial services firms in the United States. Headquartered in Providence, Rhode Island, where its roots date back to 1828, Citizens offers retail and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations and institutions. With award-winning mobile apps, robust online offerings, a 24/7 customer contact center, the convenience of approximately 3,200 ATMs and 1,200 branches in 11 states, Citizens is helping retail customers bank better every day. Citizens’ mortgage lending, auto lending, student lending and commercial banking businesses operate in select additional markets. Citizens Commercial Banking offers its corporate, not-for-profit and institutional clients a broad range of wholesale banking products and services including treasury services, specialty finance, foreign exchange, capital markets and debt syndication.

At Citizens Bank, our mission is a simple one – help our customers bank better every day by finding, supporting and empowering colleagues who take pride in helping people reach and exceed their financial goals.

Company Info

Job description

Description

Key Responsibilities:

•Identify revenue opportunities through the use of internal and external data

•Assist sales reps with general and pipeline related Salesforce.com reporting and tracking

•Manage realized revenue reports with the goal of identifying programs that additional room for opportunity

•Manage card pricing model and preparation of fee schedules

•Gather pipeline updates for fee flow meetings/Sr. Management weekly reporting

•Responsible for client calling preparation - Utilize social media/resources (i.e.; LinkedIn, OneSource, Hoovers) to indentify industry/market news and trends.

•Maintain/manage client facing materials - building a pitch database

•Vendor template coordination for Card/ePayables/Paymode deals

•Manage ad hoc sales projects as assigned by Head of Card Sales (example pricing, industry information gatherin

Qualifications

Qualifications:

•Previous sales support experience desirable, preferably in Financial Services/Treasury Management

•Excellent written and verbal communication skills

•Ability to interact with all levels of employees, including senior executives

•Has a clear sense and ability of when and why to escalate conflicts, concerns, issues

•Ability to prepare professional client presentations using PowerPoint

•Highly proficient with Microsoft Office suite (excel, word, Outlook)

•Ability to work independently and use own discretion when faced with decision making

•Excellent time management and problem solving skills

•Bachelor’s Degree or military experience required

Why Work with Us

At Citizens, you’ll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

Equal Employment Opportunity

It is the policy of Citizens Bank and Citizens Securities, Inc. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.

Equal Opportunity & Affirmative Action Employer Disabled/Veteran

_Citizens Bank is a brand name of Citizens Bank, N.A. and each of its respective subsidiaries, and Citizens Bank of Pennsylvania._

Work location: Boston, MA

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