Description
As the Private Bank Treasury Advisor you will provide support to Private Bank Relationship Managers and teams with accountability for briefing memos, account plans and Pitch Books, while ensuring coordination among product partners, Relationship Managers and other internal partners to develop client solutions. This role will be a conduit for all client-facing and internal digital treasury management operational needs. This individual will be tasked with overseeing the onboarding of new client’s 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.
Primary responsibilities include
- Work with the Relationship Manager on client proposals including Treasury solutions, cost/benefit analysis, pricing and profitability models, etc.
- 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 & market.
- Serves as the main point of contact for Treasury Solutions, while simultaneously coordinating with appropriate internal implementation teams to fulfill the client’s need.
- Mastering the bank’s digital and treasury platforms and how they benefit the client which include but are not limited to: Corporate Online Banking, Foreign Exchange Online (Currency purchasing, FX, wires, etc.), Remote Deposit Capture, Lockbox, Wire Transfers, ACH, Bill Payment, Payment Transmissions (Swift, BAI2 Files,etc.), Automatic File Reconciliation and Positive Pay.
- Works closely with Product Team to identify gaps in client-facing technology, etc.
Qualifications, Education, Certifications and/or Other Professional Credentials
- 3+ years experience in treasury sales/support or similar financial services products with business banking or private bank clients.
- Bachelors degree preferred.
- Strong written and verbal communication skills with capability to lead effective meetings with clients and internal business partners.
- Strong level of competency with virtual meeting tools, internal systems and ability to learn and apply new technology.
Pay Transparency
The salary range for this position is $100,000 - $140,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
#LI-Citizens6
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for UsAt 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
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
