Citi Global Wealth Management – AVP Banking & Treasury Management Sales Associate

Citi • New York, NY

9d

About The Position

As a Citi Global Wealth Management (CGW) Private Bank Treasury Management Sales Associate, you will provide added sales support to a team of seasoned CGW Private Bank Banking & Treasury Management Sales Specialists. These Sales Specialists work closely with CGW Private Bank Banker teams across the Americas to assist in generating new Deposit & Treasury Management business from existing & prospective clients across the Americas. The successful Sales Associate candidate must possess knowledge of general business banking, depository & treasury management solutions.

Requirements

• Possess a minimum of 3-5+ years of banking experience. Current or previous role as a Treasury Management Implementation Specialist, Associate, or Service Officer, a plus.
• Experience working with Commercial, Middle Market, Corporate or Wealth Clients a plus
• B.A./B.S. (required)
• Knowledge of treasury management products, banking & the client sales cycle
• Awareness of Wealth Management (preferable, but not required)
• High degree of professionalism
• Strong written, listening & verbal communication skills
• Attention to detail and consistent follow-up skills
• Ability to prioritize and display general responsiveness at all times
• Certified Treasury Professional (CTP) designation and/or willingness to pursue a plus
• Proficiency in MS Office Suite, DocuSign, Adobe internet applications & Salesforce Sales Management tools

Responsibilities

• Preparing & presenting comparative fee analyses, product proposals & RFP’s
• Following up on inquiries from clients & bankers regarding Banking & Treasury Management services
• Client deepening & proactive uncovering of new business opportunities
• Conducting online banking tutorials & demonstrations to clients
• Visiting clients/prospects alone or with the Sales Specialists and providing post meeting follow-up
• Preparing client relationship review materials & presenting them with Sales Specialists
• Submitting, tracking & following up on implementation requests (new product additions, maintenance requests & termination of services).
• Manage Treasury Management and Liquidity pipeline.
• Routinely connect with product and implementation partners. Coordinate strategic trainings and internal demos for internal staff on platform functionality.
• Attend weekly treasury channel calls and disseminate summaries of key topics
• Establish billing for implemented services and monitoring billing and account analysis requests
• Continually focus on personal growth & development – targeted trainings, development courses, seminars etc.
• Ad hoc financial projects and monthly business reviews for the sales head

Benefits

• In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
• Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
• Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level