Sales Specialist II driving customer relationships and understanding business challenges. Promote Dun & Bradstreet solutions to meet customer needs and establish trusted partnerships.
About the role
- Sales Associate providing support to Citi Global Wealth Management Banking & Treasury Management Sales Specialists. Engaging with clients and developing treasury management solutions in New York.
Responsibilities
- Providing added sales support to a team of seasoned CGW Private Bank Banking & Treasury Management Sales Specialists
- Preparing & presenting comparative fee analyses, product proposals & RFP’s
- Following up on inquiries from clients & bankers regarding Banking & Treasury Management services
- Client deepening & proactive uncovering of new business opportunities
- Conducting online banking tutorials & demonstrations to clients
- Visiting clients/prospects alone or with the Sales Specialists and providing post meeting follow-up
- Preparing client relationship review materials & presenting them with Sales Specialists
- Submitting, tracking & following up on implementation requests (new product additions, maintenance requests & termination of services)
- Managing Treasury Management and Liquidity pipeline
- Connecting with product and implementation partners
- Coordinating strategic trainings and internal demos for internal staff on platform functionality
- Attending weekly treasury channel calls and disseminating summaries of key topics
- Establishing billing for implemented services and monitoring billing and account analysis requests
- Continually focusing on personal growth & development – targeted trainings, development courses, seminars etc
- Ad hoc financial projects and monthly business reviews for the sales head
Requirements
- Possess a minimum of 3-5+ years of banking experience
- Current or previous role as a Treasury Management Implementation Specialist, Associate, or Service Officer, a plus
- Experience working with Commercial, Middle Market, Corporate or Wealth Clients a plus
- B.A./B.S. (required)
- Knowledge of treasury management products, banking & the client sales cycle
- Awareness of Wealth Management (preferable, but not required)
- High degree of professionalism
- Strong written, listening & verbal communication skills
- Attention to detail and consistent follow-up skills
- Ability to prioritize and display general responsiveness at all times
- Certified Treasury Professional (CTP) designation and/or willingness to pursue a plus
- Proficiency in MS Office Suite, DocuSign, Adobe internet applications & Salesforce Sales Management tools
Benefits
- medical, dental & vision coverage
- 401(k)
- life, accident, and disability insurance
- wellness programs
- paid time off packages including planned time off (vacation), unplanned time off (sick leave), and paid holidays
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