Sr. Liquidity Sales Specialist

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Company: Capital Markets Placement

Location: Los Angeles, CA 90011

Description:

Job Description

The Liquidity Specialist role 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 Citizen's 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 transfer price, regulatory costs, and financial markets
  • Detailed knowledge of Treasury Solutions products a plus
  • Strong communications skills
  • Consultative, solutions-based selling
  • Demonstrates integrity and honesty
  • Demonstrates strong work ethic; self-directed and motivated to achieve results

Education
  • Bachelors Degree required
  • MBA, CFA, and CTP preferred

Pay Transparency

The salary range for this position is $175,000 - $205,000 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 every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

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

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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.

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