Citi · 1 day ago
Commercial Bank - Cash Management Sales Officer, Vice President
Chicago Illinois United States
Full-time
Hybrid
Mid, Senior Level
$115K/yr - $172K/yr
5+ years expCiti is a leading global bank, and they are seeking a Cash Management Sales Officer to lead treasury opportunities with a focus on new client acquisition. The role involves developing client relationships, identifying cross-sell opportunities, and leveraging industry expertise to drive business growth.
BankingFinanceFinancial Services
Responsibilities
Interface with a prospective client to develop an understanding of their operating procedures, organization structures and needs, in order to identify and propose the optimal Citi solutions
A key player in partnerships with Sales and Coverage partners, focusing on revenue expansion and revenue realization through cross sell opportunities
Identify and coordinate new cross-sell opportunities with Coverage Partners
Build effective network working closely with overseas Citibank branches
Responsible for monthly win/loss analysis ensuring MIS systems
Be part of a culture of responsible finance, good governance and supervision, expense discipline and ethics
Be responsible for an individual win goal in excess of >$2Million annually
Ability to articulate complex ideas and analytics in succinct and easy to grasp form as well as conceptual framework creation
Established or understanding of innovations and disruptive technologies in the corporate treasury space
Deep understanding of client trends in liquidity, payments, working capital, risk management and treasury technology, and distill them for mass consumption and direct business impact
Strong knowledge of the TTS and CCB cash management business, revenue drivers, and products
Proven abilities to focus resources and leverage data and analysis to drive towards business objectives
Desire to challenge the conventional, own a problem, bring others onboard, and drive the firm to creating solutions
Strong self-motivation and ability to gather consensus on priorities and drive initiatives
Qualification
Required
5 years of relevant Treasury Services experience
Proven track record of successful client-focused activity and ability to design best in class Treasury proposals
Strong Relationship and Client management
Strong problem solving and excellent interpersonal skills
Committed, trusted team player
High energy with strong initiative
Efficient time management and organizational skills
Excellent communication and influencing skills
Strong analytical and problem-solving skills
Keen abilities in delivering presentations and other forms of verbal and written communication including ways to leverage virtual communities, social media, surveys, etc
Proficient in PowerPoint, Excel and analytical skills required
Education: Bachelor's degree, Master's a plus
Benefits
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Planned time off (vacation)
Unplanned time off (sick leave)
Paid holidays
Company
Citi
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
10001+ employees
H1B Sponsorship
Citi has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1386)
2024 (849)
2023 (1375)
2022 (1117)
2021 (876)
2020 (901)
Funding
Current Stage
Late StageLeadership Team
James Monahan
Managing Director / Global Head of Asset Servicing
Naveed Sultan
Managing Director, Chairman, Institutional Clients Group
Recent News
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