5,959 Banking Sales jobs in the United States

Job Purpose & Scope
Provides sales and service support to GIB by assisting throughout the analysis of the funds and/or sales cycle. This role partners with the stakeholders and business line partners to provide solutions in a consultative manner while incorporating a keen awareness of risk and a client focused perspective. Focus is to provide solutions to our clients to result in growing balances and income.
Essential Job Functions
+ Analyzes, evaluates, and mitigates operational, regulatory, and reputational risk regarding GIB business.
+ Identifies opportunities to deepen existing customer relationships by offering solutions to meet identified needs and prospects for new business.
+ Maintains existing business and/or relationships with our GIB clients.
+ Develops and prepares responses to Requests for Proposals, (RFP's) reviews and presentations, as appropriate.
+ Prepares documentation required for new and existing GIB clients.
+ Serves as a subject matter expert for sales, implementation, and operations for CDARS/ICS products.
+ Performs timely follow-up on newly implemented services to ensure the client's needs are met.
+ Develops a good understanding of all sales tools and pricing options.
+ Performs pricing calculations during client portfolio review.
+ Participates and proposes ideas for pre-call planning.
+ Performs research and follow up analysis after client requests.
+ Prepares presentations for client, working group, and other meetings.
+ Develops awareness of local competition and market pricing for GIB services.
+ Maintains an awareness of trends and new developments in the field of public funds and institutional deposits through attendance at trade shows and related seminars.
+ Understands the client's business, their specific needs, and expectations to deliver knowledgeable, accurate and professional customer service with the ability to handle customer issues or complaints effectively.
+ May travel on company business.
+ Regularly exercises discretion and judgment in the performance of essential job functions.
+ Maintains good punctuality and attendance to work.
+ Follows Bank policy, procedures, and guidelines.
Knowledge, Skills & Abilities
+ Knowledge of public funds and treasury management processes and procedures, from either a practitioner's or banker's perspective.
+ Knowledge of selling and closing techniques.
+ Ability to maintain attention to detail.
+ Ability to interact with all levels in a client environment.
+ Ability to develop increasing responsibilities.
+ Ability to write responses to requests for proposals (RFPs).
+ Ability to communicate effectively both verbally and in writing and to demonstrate effective presentation skills.
+ Ability to demonstrate effective organizational and time management skills while managing multiple priorities and projects with exacting deadlines.
+ Ability to read and interpret documents such as agreements, operating and maintenance instructions, and procedure manuals.
+ Ability to demonstrate understanding of economic, financial, industry, and organizational data to accurately diagnose customers' business strengths, weaknesses, and key issues resulting in sales strategies and plans and the recommendation of new products and services necessary to meet customer demands.
+ Ability to write routine reports and correspondence.
+ Ability to speak effectively before groups of customers or employees of organization.
+ Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
+ Ability to apply concepts of basic math, algebra, and geometry.
+ Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
+ Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
+ Ability to produce detailed, accurate, thorough, and timely work.
+ Ability to demonstrate effective business development skills.
+ Ability to establish and fulfill customer commitments in a timely manner.
+ Ability to work within a team or one-on-one sales environment.
+ Willingness and ability to develop expertise and then share that expertise with others.
+ Ability to travel for business purposes.
+ Skill in using computer skills and Microsoft Office, including Word, PowerPoint, Outlook, and Excel.
Basic Qualifications
+ High school diploma or equivalent, required; Bachelor's degree or commensurate work experience, preferred.
+ 1+ year of related public funds/ large deposit/Treasury Management/finance/banking work experience, required.
+ 1+ year of sales or sales support experience, preferred.
Job Expectations
Job Expectations: O perate customary equipment and technology used in a business environment, with or without accommodation.
Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.
EEO Statement
Bank OZK is an equal opportunity employer and give consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

Description

The Principal Business Insights Analyst will serve as a strategic partner to leadership, providing deep analytical expertise to guide decision-making and solve complex business challenges. This role involves analyzing large datasets, identifying key trends, and presenting actionable insights to stakeholders. The position requires strong technical, strategic, and communication skills, as well as the ability to collaborate across teams and drive data-driven initiatives.

Primary responsibilities include

• Data Analysis & Reporting:

• Analyze complex datasets to identify trends, patterns, and opportunities.

• Present acquisition and portfolio management reporting with key findings and risk metrics.

• Communicate complex analyses in a clear, actionable format for non-technical audiences.

• Generate monthly policy committee and forum materials with analytics and commentary.

• Team Leadership

• Lead a team of 2-3 analysts, promoting skill development and best practices.

• Drive efforts to enhance analytic reporting and capabilities.

• Strategic Influence

• Deliver data-driven recommendations to influence business decisions.

• Create visualizations and reports that tell compelling data stories.

• Provide insights that support strategy and growth across functions.

• Stakeholder Engagement

• Partner with business lines and regulatory teams to understand analytics needs.

• Collaborate with IT and data teams to source and align data with standards.

• Act as a trusted business banking advisor to ensure data supports organizational objectives.

Qualifications, Education, Certifications and/or Other Professional Credentials

• 7+ years of financial services experience, with exposure to risk management processes and procedures.

• 7+ years Quantitative Skills - ability to develop and implement effective portfolio management routines that monitor KPIs, benchmark performance vs. peers, and identify emerging trends.

• 7+ years of relevant experience in a quantitative role. Experience, with SQL required, experience with VBA, SAS, R, or Python are a strong plus.

• Experience with analytical process automation

• Previous experience in a similar role within a financial services organization would be preferred

• Ability to drive actionable outcomes from analytical insight and effectively communicate findings and recommendations to business leadership.

• Exceptional problem-solving acumen with ability to think strategically.

• Time Management - ability to prioritize competing assignments and thrive in a fast-paced results orientated environment.

• Strong written and verbal communication skills

• Advanced use of MS Office Suite (Word, Excel, Access, PowerPoint)

Hours & Work Schedule

• Hours per Week: 40

• Work Schedule: 4 days in the office 1 remote

#LI-Citizens1

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

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.

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

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.

10/31/2025

Description

The Principal Business Insights Analyst will serve as a strategic partner to leadership, providing deep analytical expertise to guide decision-making and solve complex business challenges. This role involves analyzing large datasets, identifying key trends, and presenting actionable insights to stakeholders. The position requires strong technical, strategic, and communication skills, as well as the ability to collaborate across teams and drive data-driven initiatives.

Primary responsibilities include

• Data Analysis & Reporting:

• Analyze complex datasets to identify trends, patterns, and opportunities.

• Present acquisition and portfolio management reporting with key findings and risk metrics.

• Communicate complex analyses in a clear, actionable format for non-technical audiences.

• Generate monthly policy committee and forum materials with analytics and commentary.

• Team Leadership

• Lead a team of 2-3 analysts, promoting skill development and best practices.

• Drive efforts to enhance analytic reporting and capabilities.

• Strategic Influence

• Deliver data-driven recommendations to influence business decisions.

• Create visualizations and reports that tell compelling data stories.

• Provide insights that support strategy and growth across functions.

• Stakeholder Engagement

• Partner with business lines and regulatory teams to understand analytics needs.

• Collaborate with IT and data teams to source and align data with standards.

• Act as a trusted business banking advisor to ensure data supports organizational objectives.

Qualifications, Education, Certifications and/or Other Professional Credentials

• 7+ years of financial services experience, with exposure to risk management processes and procedures.

• 7+ years Quantitative Skills - ability to develop and implement effective portfolio management routines that monitor KPIs, benchmark performance vs. peers, and identify emerging trends.

• 7+ years of relevant experience in a quantitative role. Experience, with SQL required, experience with VBA, SAS, R, or Python are a strong plus.

• Experience with analytical process automation

• Previous experience in a similar role within a financial services organization would be preferred

• Ability to drive actionable outcomes from analytical insight and effectively communicate findings and recommendations to business leadership.

• Exceptional problem-solving acumen with ability to think strategically.

• Time Management - ability to prioritize competing assignments and thrive in a fast-paced results orientated environment.

• Strong written and verbal communication skills

• Advanced use of MS Office Suite (Word, Excel, Access, PowerPoint)

Hours & Work Schedule

• Hours per Week: 40

• Work Schedule: 4 days in the office 1 remote

#LI-Citizens1

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

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.

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

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.

10/31/2025

Description

The Principal Business Insights Analyst will serve as a strategic partner to leadership, providing deep analytical expertise to guide decision-making and solve complex business challenges. This role involves analyzing large datasets, identifying key trends, and presenting actionable insights to stakeholders. The position requires strong technical, strategic, and communication skills, as well as the ability to collaborate across teams and drive data-driven initiatives.

Primary responsibilities include

• Data Analysis & Reporting:

• Analyze complex datasets to identify trends, patterns, and opportunities.

• Present acquisition and portfolio management reporting with key findings and risk metrics.

• Communicate complex analyses in a clear, actionable format for non-technical audiences.

• Generate monthly policy committee and forum materials with analytics and commentary.

• Team Leadership

• Lead a team of 2-3 analysts, promoting skill development and best practices.

• Drive efforts to enhance analytic reporting and capabilities.

• Strategic Influence

• Deliver data-driven recommendations to influence business decisions.

• Create visualizations and reports that tell compelling data stories.

• Provide insights that support strategy and growth across functions.

• Stakeholder Engagement

• Partner with business lines and regulatory teams to understand analytics needs.

• Collaborate with IT and data teams to source and align data with standards.

• Act as a trusted business banking advisor to ensure data supports organizational objectives.

Qualifications, Education, Certifications and/or Other Professional Credentials

• 7+ years of financial services experience, with exposure to risk management processes and procedures.

• 7+ years Quantitative Skills - ability to develop and implement effective portfolio management routines that monitor KPIs, benchmark performance vs. peers, and identify emerging trends.

• 7+ years of relevant experience in a quantitative role. Experience, with SQL required, experience with VBA, SAS, R, or Python are a strong plus.

• Experience with analytical process automation

• Previous experience in a similar role within a financial services organization would be preferred

• Ability to drive actionable outcomes from analytical insight and effectively communicate findings and recommendations to business leadership.

• Exceptional problem-solving acumen with ability to think strategically.

• Time Management - ability to prioritize competing assignments and thrive in a fast-paced results orientated environment.

• Strong written and verbal communication skills

• Advanced use of MS Office Suite (Word, Excel, Access, PowerPoint)

Hours & Work Schedule

• Hours per Week: 40

• Work Schedule: 4 days in the office 1 remote

#LI-Citizens1

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

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.

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

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.

10/31/2025

Description
The Principal Business Insights Analyst will serve as a strategic partner to leadership, providing deep analytical expertise to guide decision-making and solve complex business challenges. This role involves analyzing large datasets, identifying key trends, and presenting actionable insights to stakeholders. The position requires strong technical, strategic, and communication skills, as well as the ability to collaborate across teams and drive data-driven initiatives.
Primary responsibilities include
+ Data Analysis & Reporting:
+ Analyze complex datasets to identify trends, patterns, and opportunities.
+ Present acquisition and portfolio management reporting with key findings and risk metrics.
+ Communicate complex analyses in a clear, actionable format for non-technical audiences.
+ Generate monthly policy committee and forum materials with analytics and commentary.
+ Team Leadership
+ Lead a team of 2-3 analysts, promoting skill development and best practices.
+ Drive efforts to enhance analytic reporting and capabilities.
+ Strategic Influence
+ Deliver data-driven recommendations to influence business decisions.
+ Create visualizations and reports that tell compelling data stories.
+ Provide insights that support strategy and growth across functions.
+ Stakeholder Engagement
+ Partner with business lines and regulatory teams to understand analytics needs.
+ Collaborate with IT and data teams to source and align data with standards.
+ Act as a trusted business banking advisor to ensure data supports organizational objectives.
Qualifications, Education, Certifications and/or Other Professional Credentials
+ 7+ years of financial services experience, with exposure to risk management processes and procedures.
+ 7+ years Quantitative Skills - ability to develop and implement effective portfolio management routines that monitor KPIs, benchmark performance vs. peers, and identify emerging trends.
+ 7+ years of relevant experience in a quantitative role. Experience, with SQL required, experience with VBA, SAS, R, or Python are a strong plus.
+ Experience with analytical process automation
+ Previous experience in a similar role within a financial services organization would be preferred
+ Ability to drive actionable outcomes from analytical insight and effectively communicate findings and recommendations to business leadership.
+ Exceptional problem-solving acumen with ability to think strategically.
+ Time Management - ability to prioritize competing assignments and thrive in a fast-paced results orientated environment.
+ Strong written and verbal communication skills
+ Advanced use of MS Office Suite (Word, Excel, Access, PowerPoint)
Hours & Work Schedule
+ Hours per Week: 40
+ Work Schedule: 4 days in the office 1 remote
#LI-Citizens1
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
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.
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
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.
10/31/2025

Description
The Principal Business Insights Analyst will serve as a strategic partner to leadership, providing deep analytical expertise to guide decision-making and solve complex business challenges. This role involves analyzing large datasets, identifying key trends, and presenting actionable insights to stakeholders. The position requires strong technical, strategic, and communication skills, as well as the ability to collaborate across teams and drive data-driven initiatives.
Primary responsibilities include
+ Data Analysis & Reporting:
+ Analyze complex datasets to identify trends, patterns, and opportunities.
+ Present acquisition and portfolio management reporting with key findings and risk metrics.
+ Communicate complex analyses in a clear, actionable format for non-technical audiences.
+ Generate monthly policy committee and forum materials with analytics and commentary.
+ Team Leadership
+ Lead a team of 2-3 analysts, promoting skill development and best practices.
+ Drive efforts to enhance analytic reporting and capabilities.
+ Strategic Influence
+ Deliver data-driven recommendations to influence business decisions.
+ Create visualizations and reports that tell compelling data stories.
+ Provide insights that support strategy and growth across functions.
+ Stakeholder Engagement
+ Partner with business lines and regulatory teams to understand analytics needs.
+ Collaborate with IT and data teams to source and align data with standards.
+ Act as a trusted business banking advisor to ensure data supports organizational objectives.
Qualifications, Education, Certifications and/or Other Professional Credentials
+ 7+ years of financial services experience, with exposure to risk management processes and procedures.
+ 7+ years Quantitative Skills - ability to develop and implement effective portfolio management routines that monitor KPIs, benchmark performance vs. peers, and identify emerging trends.
+ 7+ years of relevant experience in a quantitative role. Experience, with SQL required, experience with VBA, SAS, R, or Python are a strong plus.
+ Experience with analytical process automation
+ Previous experience in a similar role within a financial services organization would be preferred
+ Ability to drive actionable outcomes from analytical insight and effectively communicate findings and recommendations to business leadership.
+ Exceptional problem-solving acumen with ability to think strategically.
+ Time Management - ability to prioritize competing assignments and thrive in a fast-paced results orientated environment.
+ Strong written and verbal communication skills
+ Advanced use of MS Office Suite (Word, Excel, Access, PowerPoint)
Hours & Work Schedule
+ Hours per Week: 40
+ Work Schedule: 4 days in the office 1 remote
#LI-Citizens1
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
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.
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
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.
10/31/2025

Description
The Principal Business Insights Analyst will serve as a strategic partner to leadership, providing deep analytical expertise to guide decision-making and solve complex business challenges. This role involves analyzing large datasets, identifying key trends, and presenting actionable insights to stakeholders. The position requires strong technical, strategic, and communication skills, as well as the ability to collaborate across teams and drive data-driven initiatives.
Primary responsibilities include
+ Data Analysis & Reporting:
+ Analyze complex datasets to identify trends, patterns, and opportunities.
+ Present acquisition and portfolio management reporting with key findings and risk metrics.
+ Communicate complex analyses in a clear, actionable format for non-technical audiences.
+ Generate monthly policy committee and forum materials with analytics and commentary.
+ Team Leadership
+ Lead a team of 2-3 analysts, promoting skill development and best practices.
+ Drive efforts to enhance analytic reporting and capabilities.
+ Strategic Influence
+ Deliver data-driven recommendations to influence business decisions.
+ Create visualizations and reports that tell compelling data stories.
+ Provide insights that support strategy and growth across functions.
+ Stakeholder Engagement
+ Partner with business lines and regulatory teams to understand analytics needs.
+ Collaborate with IT and data teams to source and align data with standards.
+ Act as a trusted business banking advisor to ensure data supports organizational objectives.
Qualifications, Education, Certifications and/or Other Professional Credentials
+ 7+ years of financial services experience, with exposure to risk management processes and procedures.
+ 7+ years Quantitative Skills - ability to develop and implement effective portfolio management routines that monitor KPIs, benchmark performance vs. peers, and identify emerging trends.
+ 7+ years of relevant experience in a quantitative role. Experience, with SQL required, experience with VBA, SAS, R, or Python are a strong plus.
+ Experience with analytical process automation
+ Previous experience in a similar role within a financial services organization would be preferred
+ Ability to drive actionable outcomes from analytical insight and effectively communicate findings and recommendations to business leadership.
+ Exceptional problem-solving acumen with ability to think strategically.
+ Time Management - ability to prioritize competing assignments and thrive in a fast-paced results orientated environment.
+ Strong written and verbal communication skills
+ Advanced use of MS Office Suite (Word, Excel, Access, PowerPoint)
Hours & Work Schedule
+ Hours per Week: 40
+ Work Schedule: 4 days in the office 1 remote
#LI-Citizens1
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
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.
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
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.
10/31/2025

TRANSACTION BANKING

Our mission is simple: provide a global transaction banking platform that is nimble, secure, and easy for clients use.

We have delivered a modern, digital-first transaction banking platform to serve GS' varied client base. Our business combines the strength, heritage, and expertise of a 150-year-old firm with the agility and entrepreneurial spirit of a tech start-up designed to solve some of the most complex operational needs in the industry. We aim to help our clients achieve Working Capital efficiency gains by optimizing their short term liquidity needs and simplifying their Cash Management operations.

We do so by delivering a best-in-class digital solution that helps clients manage their liquidity movements, foreign exchange and payments enabling international treasury operations and commerce.

We're a team of diverse Treasury and Payments specialists helping our clients solution and build for the future.

RESPONSIBILITIES AND QUALIFICATIONS:

A Transaction Banker is responsible for deepening relationships with our clients and acting as a trusted advisor for all cash management needs. The candidate will be expected to work cross-functionally with internal stakeholders, both in the Transaction Bank and the broader GS franchise.

A Transaction Banker uses technical expertise to solution customized cash management offerings with clients by owning the entire lifecycle of the client journey; qualifying, prospecting, solutioning and driving revenue opportunities for the Transaction Banking business.

RESPONSIBILITIES:

• Drive and own revenue opportunities for Transaction Banking products across client base as well as client strategy
• Deliver creative and customized treasury solutions to clients, leveraging international payments expertise
• Deepen and broaden knowledge and expertise on industry trends and the competitive landscape
• Partner with internal stakeholders across the Investment Bank, Corporate Derivatives, Risk, etc. to help deliver One Goldman Sachs to some of the worlds largest and most complex clients including large multinationals, gov't institutions, financial institutions, corporate and commercial entities

QUALIFICATIONS:

• Bachelor's Degree, equivalent or above required
• Commitment to excellence, creativity and a high level of integrity, with a diligent mindset
• Desire to work in a past-faced, lean environment, engaging with senior stakeholders across GS
• Ability to lead Global RFP processes, with a desire to host regular in-person payments sessions with clients
• 10+ years of experience in client facing roles and commitment to growing leadership within the payments industry
• Ability to collaborate with extensive array of partners both within Transaction Banking and across GS
• Effective risk manager that can work with first and second lines of defense to ensure client framework is in place
• Extremely strong verbal and written communication skills, as well as strong organizational and interpersonal skills
• Self-motivated and ability to manage time effectively

Salary Range
The expected base salary for this San Francisco, CA, United States-based position is $125000-$25000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:

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Transaction Banking, Sales, Vice President

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Transaction Banking, Sales, Vice President

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Join to apply for the Transaction Banking, Sales, Vice President role at Goldman Sachs

TRANSACTION BANKING

Our mission is simple: provide a global transaction banking platform that is nimble, secure, and easy for clients use.

Job Description

TRANSACTION BANKING

Our mission is simple: provide a global transaction banking platform that is nimble, secure, and easy for clients use.

We have delivered a modern, digital-first transaction banking platform to serve GS varied client base. Our business combines the strength, heritage, and expertise of a 150-year-old firm with the agility and entrepreneurial spirit of a tech start-up designed to solve some of the most complex operational needs in the industry. We aim to help our clients achieve Working Capital efficiency gains by optimizing their short term liquidity needs and simplifying their Cash Management operations.

We do so by delivering a best-in-class digital solution that helps clients manage their liquidity movements, foreign exchange and payments enabling international treasury operations and commerce.

Were a team of diverse Treasury and Payments specialists helping our clients solution and build for the future.

Responsibilities And Qualifications

A Transaction Banker is responsible for deepening relationships with our clients and acting as a trusted advisor for all cash management needs. The candidate will be expected to work cross-functionally with internal stakeholders, both in the Transaction Bank and the broader GS franchise.

A Transaction Banker uses technical expertise to solution customized cash management offerings with clients by owning the entire lifecycle of the client journey; qualifying, prospecting, solutioning and driving revenue opportunities for the Transaction Banking business.

Responsibilities

• Drive and own revenue opportunities for Transaction Banking products across client base as well as client strategy
• Deliver creative and customized treasury solutions to clients, leveraging international payments expertise
• Deepen and broaden knowledge and expertise on industry trends and the competitive landscape
• Partner with internal stakeholders across the Investment Bank, Corporate Derivatives, Risk, etc. to help deliver One Goldman Sachs to some of the worlds largest and most complex clients including large multinationals, govt institutions, financial institutions, corporate and commercial entities
  
  

Qualifications

• Bachelors Degree, equivalent or above required
• Commitment to excellence, creativity and a high level of integrity, with a diligent mindset
• Desire to work in a past-faced, lean environment, engaging with senior stakeholders across GS
• Ability to lead Global RFP processes, with a desire to host regular in-person payments sessions with clients
• 10+ years of experience in client facing roles and commitment to growing leadership within the payments industry
• Ability to collaborate with extensive array of partners both within Transaction Banking and across GS
• Effective risk manager that can work with first and second lines of defense to ensure client framework is in place
• Extremely strong verbal and written communication skills, as well as strong organizational and interpersonal skills
• Self-motivated and ability to manage time effectively
  
  

Salary Range

The expected base salary for this San Francisco, CA, United States-based position is $125000-$5000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

About Goldman Sachs

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

Were committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:

Seniority level

• Seniority level Not Applicable

Employment type

• Employment type Full-time

Job function

• Job function Sales and Business Development

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