Sell and advise corporate and middle-market clients on treasury management and working capital/payment solutions, grow portfolio through new business, partner internally to ensure strong client experience.
Treasury Relationship Manager supporting large corporate and middle market clients across New England. This is primarily a business development role advising clients on working capital solutions across various Payment Types, Including; Commercial Card, Merchant.
Responsibilities:
Be a Trusted Advisor to clients and prospects, providing solutions for continual optimization of treasury management and operational processes in order to achieve high customer satisfaction and revenue growth.
- Achieve annual goals through new business development and growth of existing client portfolio.
- Partner with Relationship Managers to position Treasury Services early and often to identify new leads and cross sells for existing clients.
- Provide thought leadership and industry insights that support smart growth for clients evolving needs.
- Coordinate internally with partners in product, service and implementation to ensure the optimal client experience.
- Provide market feedback and competitive insight to ensure we continue to grow market share and out hustle our competitors.
Qualifications - External
- Minimum 4+ years Treasury Services sales experience
- Strong knowledge of complex payments and card solutions
- Strong communications skills
- Demonstrates integrity and honesty
- Strong work ethic; self-driven, high energy and motivated to achieve results
- Ability to travel when appropriate
Education:
- Bachelors Degree required
- CTP preferred but not required
Hours & Work Schedule
- Hours per Week: 40
- Work Schedule: M-F
Similar Jobs at Citizens Bank
Fintech
Drive new business and grow existing corporate and middle-market client relationships across Florida by advising on treasury, payments, and card solutions. Partner with internal teams, provide industry insights, and coordinate implementations to optimize treasury operations and achieve revenue targets and high client satisfaction.
Fintech
Administer and configure the Incentive Compensation Management system, manage data integrations and SQL performance, design workflows/templates, perform load testing and analysis, liaison with infrastructure teams, produce readiness content, and advise on strategic incentive and sales performance initiatives.
Top Skills:
Agile KanbanAlteryxETLExcelIncentive Compensation Management (Icm)Microsoft ProjectNicePowerPointPythonSap (Callidus)SQLVaricent (Ibm Icm)VisioWord
Fintech
Develop and manage personalized wealth management strategies for clients, grow relationships through prospecting and partner referrals, perform proactive outreach, and coordinate with internal specialists on investments, insurance, financial planning, and estate planning.
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
