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.

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.

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.

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 value diversity, equity and inclusion, and treat everyone with respect and professionalism. 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.