Close Faster with Citizens: New Head of Commercial Banking

🚀 Battle Card: Citizens Financial Group, Inc.

• Ted Swimmer, Head of Commercial Banking · 🔗 [LinkedIn](https://www.linkedin.com/company/citizens-bank/)

• 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

• Scaling advisory services across a growing middle-market portfolio

• Modernizing treasury and cash management for enhanced client experience

• Primary: Digital Treasury & Cash Management Platform → streamlined liquidity controls & real-time visibility

• Expansion: Advanced Analytics & Sector Advisory Tools → optimized deal origination and client insights

• HQ: Providence, RI

• Employees: ≈ 19,000

• Rev: ≈ $10 B

• Website: [citizensbank.com](https://www.citizensbank.com)

🤼 Competitive Intel

• 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

Next Step

🧠 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

────────────────────────
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?