Sales And Service Strategy Consultant

Citizens Financial Group, Inc. Johnston , RI 02919

Posted 2 months ago


The Sales and Service Strategy Consultant is responsible for leadership and execution of strategic and tactical sales and service initiatives and projects that support Distribution/Retail, Business Banking and Wealth Management. This individual will lead and partner with the Sales and Service Development Managers and ensure delivery of timely, accurate and supportive tools, initiatives and projects that will lead to achievement of product volume targets by our frontline colleagues. This role will be aligned and partner directly with one of the core business in the Consumer Bank which includes Distribution/Retail, Consumer Deposits and Lending, Customer Banking Preferences, Wealth, Coaching, and Business Banking. This alignment will ensure that the Sales and Service Strategy Consultant builds a strong partnership role with one of these core functions and is closely aligned with this function/specialization and their specific needs.

Primary responsibilities include:

  • Providing a strategic partnership role that aligns with our core business lines and functions

  • Work in partnership with Sales & Service Strategy Consultant Manager who is te direct manager of the Sales and Service Development Managers to ensure quality product/initiative is delivered

  • Translating marketing programs into sales execution activities in an effort to support Consumer and Business Banking sales targets

  • Coaching and partnering with a team of colleagues (SSD Development partners) responsible for the creation of sales tools and initiatives

  • Serving as liaison with key leadership in Marketing and the Consumer Finance to drive forward changes to impact sales performance of our frontline colleagues

  • Developing and coordinating a fully integrated sales campaign working with the appropriate partners - program content, contests, sales tips and tools, job aids and sales aids

  • Acting as a subject matter expert and advocate for Consumer & Business Banking in the creation of sales tools and support

  • Driving continuous improvements to deliver better productivity and customer satisfaction


Required Skills/Experience:

  • 5 years of management experience of frontline colleagues (Retail, Business Banking or Wealth Management)

  • 5-10 years of experience in Retail Banking with knowledge of small business banking and investment banking (mass market)

  • 5 years of management experience in financial services industry

  • Prior experience managing initiatives

  • Strong ability to build partnerships

  • Outstanding customer service, customer relations and interpersonal skills

  • Excellent verbal and written communication skills

  • Energetic; self-starter

  • Strong organizational and planning skills

  • Excellent presentation, negotiation and influencing skills


  • Bachelor's required, Master's preferred

Hours and Work Schedule

Hours per week: 40

Work Schedule: 8:30am

  • 5:00pm, Monday

  • Friday

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

It is the policy of Citizens Bank to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer/Disabled/Veteran

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

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Sales And Service Strategy Consultant

Citizens Financial Group, Inc.