Close Faster with Citizens: New Head of Commercial Banking
Citizens taps Ted Swimmer as Head of Commercial Banking. Pipeline alert. Pitch digital treasury & analytics. Drive deal flow & commission. Next touch: connect, pitch, close.
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🚀 Battle Card: Citizens Financial Group, Inc.
Quick trigger:
👤 Decision Maker in the News
- Ted Swimmer, Head of Commercial Banking · 🔗 [LinkedIn](https://www.linkedin.com/company/citizens-bank/)
💡 Why It Matters
- New leadership in commercial banking often triggers reviews of treasury and advisory partners, making this Citizens Financial Group, Inc. sales trigger your cue to propose integrated liquidity solutions. → Source
🎯 Core Pain Point
- Scaling advisory services across a growing middle-market portfolio
- Modernizing treasury and cash management for enhanced client experience
💰 What to Pitch
- Primary: Digital Treasury & Cash Management Platform → streamlined liquidity controls & real-time visibility
- Expansion: Advanced Analytics & Sector Advisory Tools → optimized deal origination and client insights
🗺️ Quick Context
- HQ: Providence, RI
- Employees: ≈ 19,000
- Rev: ≈ $10 B
🤼 Competitive Intel
Which other vendors you’ll probably face to win Citizens Financial Group, Inc.’s business and this next big sales trigger.
- JPMorgan Chase — Commercial Banking & Treasury
- Unique edge: Global network & integrated FX
- Evaluated by CFO & Head of Treasury for international coverage
- Bank of America — Commercial Banking & Advisory
- Unique edge: Extensive sector expertise & M&A support
- Evaluated by Head of Commercial Banking for deal execution
- Wells Fargo — Treasury Solutions
- Unique edge: Scalable digital platforms & risk tools
- Evaluated by VP Finance for digital transformation fit
- PNC Bank — Integrated Cash Management
- Unique edge: Regional relationship focus & rapid onboarding
- Evaluated by Director of Operations for implementation speed
- U.S. Bank — Capital Markets & Advisory
- Unique edge: Strong middle-market deal team
- Evaluated by Head of Capital Markets for advisory track record
✅ Do-Now Checklist
Connect with Ted Swimmer on LinkedIn (link above)
Draft email highlighting Digital Treasury platform & reference this Citizens Financial Group, Inc. sales trigger
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑Digital Treasury & Cash Management Platform❑
PROOF_METRIC = ❑≈ TBD❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Ted
COMPANY = Citizens Financial Group, Inc.
DEPT = Commercial Banking
SIZE = ≈ TBD
BOTTLENECK = scaling advisory services across a growing middle-market portfolio
EVENT = Swimmer Named Head of Commercial Banking
DETAIL = Swimmer Named Head of Commercial Banking
PAIN = scaling advisory services across a growing middle-market portfolio
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251007756361&div=41152219
SIM_CO = JPMorgan Chase
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 19,000
REV_EST = ≈ $10 B
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TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person Commercial Banking
Ted—noticed your Commercial Banking team is ≈ TBD.
That’s when scaling advisory services across a growing middle-market portfolio slows growth.
We helped JPMorgan Chase fix this with Digital Treasury & Cash Management Platform.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about Swimmer Named Head of Commercial Banking — scaling advisory services across a growing middle-market portfolio.
Digital Treasury & Cash Management Platform. ≈ TBD.
Quick chat?