JobsUSASr. Liquidity Sales Specialist
Company : Citizens
Location : San Francisco, CA, 94199
Posted Date : 15 September 2025
Job Details
Overview
The Sr. Liquidity Sales Specialist role at Citizens is responsible for meeting the deposit and liquidity goals of the expanding Commercial Banking West Coast region. The role sits within the Treasury Solutions group with the broad objective to drive revenue growth by optimizing customer liquidity. This is achieved through sales, portfolio management, and forecasting activities in partnership with Treasury Management Relationship Managers, Commercial Bankers, Team Leaders, and Division Executives. This position will be located in Los Angeles with a geographical focus on Citizens’ West region. Some travel is required.
Responsibilities
- Partner with Bankers to identify new prospects and calling plans.
- Act as a Trusted Advisor to clients through direct engagement; understand their needs and design appropriate liquidity solutions.
- Maintain a strong pipeline to ensure sales goals will be achieved.
- Provide regular updates to Bankers and Team Leaders on market & industry trends, product enhancements, and client issues.
- Partner with Division Executives to align goals and sales activities.
- Provide regular updates on KPIs to Division Executives and adjust sales activities as needed, to ensure timely delivery of financial commitments.
- Work with Liquidity Product, Liquidity Pricing & Analytics, and client services teams to respond to customer inquiries and feedback in real-time.
Experience
- Minimum 5+ years liquidity or cash management experience
- In-depth understanding of deposit value drivers including funds
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