TS Account Manager

Citizens Bank
Bellingham, MA Full Time
POSTED ON 12/28/2021 CLOSED ON 2/26/2022

What are the responsibilities and job description for the TS Account Manager position at Citizens Bank?

Description

The Citizens Commercial Card Account Manager is responsible for managing a portfolio of commercial card relationships across the Citizens footprint. Their primary focus is to optimize and enrich the client experience throughout the client lifecycle. It is their responsibility to maintain high client satisfaction levels and portfolio revenue growth. Achievable through proactively providing consultative, consistent, and meaningful client interactions. Hosting informative account reviews and best practice sharing. Leading strategic spend optimization and ramp efforts. And partnering with cross-functional team members to ensure teammates are enabling clients for success to achieve growth, retention, and profitability goals.



Responsibilities:


  • Proactively coordinate and facilitate consistent consultative and meaningful client interactions to build and maintain client relationships and mutual trust to fuel success

  • Be a trusted advisor. Seek opportunities to encourage, train, and educate clients on best practices, tools, industry insights and share thought leadership pieces to gain efficiencies and grow their programs

  • Leverage the use of data to identify opportunities to cross-sell and drive client optimization through credit utilization, supplier enablement, transaction volume and other key metrics

  • Responsible for driving and delivering aggressive portfolio revenue growth targets

  • Collaborate with sales and relationship management partners in account planning strategies to keep them abreast of cross-sell opportunities and referrals to other business lines

  • Understand and carryout the supplier enablement process to strategically drive efficiency and higher enrollment success

  • Understand the product roadmap to share with clients and solicit client feedback to influence the prioritization of strategic investments and innovations

  • Quarterback customized or complex needs and the spend strategy through implementations to ensure the ramp of revenue from new deals and retention of existing revenue

  • Be a client advocate and maintain strong communication across cross-functional teams.

  • Ensure timely responses to all client related enquiries either personally or through necessary engagement and redirection to commercial priority services, operations, implementations, or appropriate product and sales partners

  • Support pricing and contract renewals utilizing competitive industry and client experience

  • Understand and adhere to Citizens Commercial Bank risk and regulatory standards, policies, and controls

  • Identify risk-related issues needed escalation to management

  • Proactive monitoring and management of program metrics to achieve objectives


Qualifications


  • Demonstrate a passion for payments

  • Minimum 3 years Commercial Card (or related relevant product)

  • Experience in transaction banking solutions, including but not limited to Cash Management, Commercial Card and Trade Services and an understanding of the client needs that drive usage of these products

  • 3 Sales or Account Management experience

  • Experience working with large organizations and effectively engage and navigate across corporate functions

  • Be organized and detail oriented with the ability to balance multiple client relationships simultaneously with competing priorities and ambiguity

  • Be tenacious, resourceful, results-oriented, and innovative

  • Possess the ability to think outside of the box to find solutions while teaching clients to resolve non-strategic issues independently using available resources

  • The ability to influence without authority, changing the way that clients think and do business

  • Be able to “separate the signal from the noise” to understand which issues are critical

  • Be highly personable, developing deep, lasting relationships quickly

  • Be a champion for positive change

  • Experience using CRM applications to manage opportunities, leverage reporting and data analytics

  • Strong communications and analytical skills (written, oral, and presentation)

  • Strong work ethic, self-directed and motivated to achieve results with integrity and honesty

  • A well-developed proactive, consultative sales/relationship management style with evidence of consistently meeting/exceeding financial targets


Education:


  • Bachelor’s Degree preferred

  • Certified Purchasing Card Professional (CPCP) designation a plus


Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability or perceived 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.

Equal Employment and Opportunity Employer/Disabled/Veteran

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
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