Citizens Logo

Citizens

Treasury Relationship Mgr II

Reposted 6 Days Ago
Be an Early Applicant
In-Office or Remote
2 Locations
Senior level
In-Office or Remote
2 Locations
Senior level
This senior-level position involves business development for treasury management services, focusing on providing client solutions, achieving sales goals, and optimizing client relationships.
The summary above was generated by AI

Senior Treasury Relationship Manager supporting large corporate and middle market clients across a variety of industries across the US.  This is primarily a business development role advising clients on working capital solutions across various Payment Types, Including; Commercial Card, Merchant.

Position can be located in Dallas, Charlotte, Atlanta, NYC, Los Angeles 

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 8+ 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
About Us

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 Boston, Massachusetts, USA Office

28 State St, Boston, MA, United States, 02109

Citizens Dedham, Massachusetts, USA Office

Dedham, United States

Citizens Westwood, Massachusetts, USA Office

Westwood, United States

Similar Jobs

An Hour Ago
Remote or Hybrid
Mid level
Mid level
Artificial Intelligence • Productivity • Sales • Software
Serve as a technical Customer Success Manager advising B2B clients on AI-led transformation using monday.com's platform. Drive adoption, design scalable automated solutions, lead technical workshops, use product usage data to identify expansion opportunities, and represent customer needs to Product and Engineering.
Top Skills: APIsGenerative AiMonday.Com
An Hour Ago
Remote or Hybrid
Mid level
Mid level
Fintech • Mobile • Payments • Software • Financial Services
Provide multi-channel technical support for enterprise API partners, diagnose and debug REST APIs, interpret logs and query databases, respond to high-severity incidents, collaborate with engineering and product teams, and capture partner issue trends to improve the platform.
Top Skills: DatabasesJavaScriptPythonRest ApisSwift
An Hour Ago
Easy Apply
Remote
USA
Easy Apply
Senior level
Senior level
Automotive • Edtech • Kids + Family • Mobile • Social Impact • Transportation
Lead a pod of 5-6 BDMs and CarePartner Specialists to manage onboarding, integration, and performance of professional WAV and Livery fleets. Drive supply-side performance, standardize operational SOPs, manage high-complexity partnerships, escalate operational issues, coach and develop team members, and align supply acquisition with district demand and operational capacity.
Top Skills: Ai ToolsData ToolsLlmsWorkflow Automation

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account