TS Sales Associate

Citizens

Posted 3 months ago

Full Time

Johnston, Rhode Island

In Person

Smart Summary

Responsibilities

The role involves assisting Trade Sales Specialists with various tasks such as industry research, credit analysis, and deal preparation. Additionally, the associate will engage with product management for new product development and support the management of Supply Chain Finance programs.

Qualifications

We are seeking a motivated individual with strong analytical and communication skills to join our Trade & Supply Chain Finance team. This role involves assisting with sales, product development, and program management, requiring proficiency in Excel and PowerPoint. A bachelor's degree is preferred, with preferred experience in financial services, especially Trade Finance or Supply Chain Finance.

Job Description

Trade & Supply Chain Finance Associate 

Citizens Commercial Banking is currently seeking an Analyst or Associate to join our Trade & Supply Chain Finance business.  We are focused on providing Citizens’ Commercial Banking clients with a best-in-class client experience by delivering a comprehensive, digitally enabled suite of Trade and Supply Chain Finance solutions.  This is a unique opportunity to join an expanding, entrepreneurial business within a dynamic and growing super-regional bank. 

This position provides the opportunity for a motivated, high performing individual to help to drive revenue and enhance their industry and product knowledge by working closely with seasoned product sales specialists and product managers as they develop traditional Trade Finance and Supply Chain Finance products and deliver solutions to a wide range of corporate clients.  

Responsibilities

  • Harness your rapidly expanding product and industry knowledge to help the Trade & Supply Chain Finance business achieve its objectives by leveraging personal strengths, tenacity, and team skills. 

  • Learn the sales process.  Assist Trade Sales Specialists with industry and client research, working capital analysis, credit/risk analysis, pitch book creation, deal pricing, call preparation, and RFP support. 

  • Engage with Product Management colleagues to assist with new product development and product support, including developing technology channels.
  • Drive analytical and strategic projects and presentations forward to support management initiatives.
  • Understand and support the Export Trade sales process, including transaction pricing and tracking, exposure management, credit line availability, and client engagement.
  • Assist with day-to-day management of the flow of Supply Chain Finance Programs, including funding requests, tracking, supplier engagement, and program management.
  • Manage deal flow and CRM tool usage, lead data mining efforts, manage research sources and reporting needs. 

  • Collaborate with internal partners such as Finance, Operations, Risk, and Legal. 

Qualifications 

  • Flexibility, adaptability, and eagerness to learn; an inquisitive mindset.
  • Ability to work independently, prioritize effectively, and exercise good decision-making skills.
  • Analytical skill and attention to detail.
  • Strong work ethic; self-motivated, passionate, and driven to achieve results.
  • Excellent written and verbal communication skills.
  • In depth knowledge of spreadsheets / Excel and high degree of proficiency with PowerPoint
  • Preferred experience include sales or product management support in Financial Services, especially Trade Finance or Supply Chain Finance. 
  • Credit experience is a plus. 
  • Ability to interact successfully with all levels of colleagues.
  • Team player who can thrive in a collaborative environment.

Education

  • Bachelor’s degree preferred.
  • Hours per Week:40
  • Work Schedule: M-F

Equal Employment Opportunity

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, 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. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

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.


Citizens

Citizens Private Bank provides an extraordinary caliber of service that goes beyond and above — a commitment to redefining excellence and continuously striving for more. Backed by the strength and stability of Citizens, one of the country’s oldest and largest financial institutions, Citizens Private Bank delivers holistic banking and wealth management¹ solutions tailored to our clients’ unique financial ambitions. Our Private Bankers serve as a single point of contact and relentlessly go the extra mile to help clients preserve and grow wealth with bespoke financial solutions and advice. Supported by a team of banking and wealth management experts, our Private Bankers stand ready to anticipate our clients’ needs and to help build their wealth, now and for generations to come. ¹Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser, Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”), or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens. For deposit products, Member FDIC.
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