Banking and Cash Management Senior Lead - Dallas/Houston

Citi • Houston, TX

46d

About The Position

As a Citi Private Bank (CPB) Deposit & Treasury Management Sales Specialist, you will work closely with Private Banker teams within your designated coverage region to assist in generating new business from prospective clients and deepening and supporting existing clients. Responsibilities include consulting with clients, understanding their Deposit & Treasury Management needs and positioning solutions which help them improve and streamline their business banking operations. This person will be in constant contact with CPB Banker Teams as well as directly with our clients in a product sales capacity. Excellent sales and product skills are required, as well as exhibiting a high degree of professionalism at all times. The successful candidate must possess knowledge of general business banking, treasury management tools and deposit product solutions. Objectives/Fundamental Responsibilities: • Provide deposit & treasury management product sales expertise to private banker teams within your coverage area to assist in retaining and generating new banking depository and treasury management business from prospective private bank clients • Directly interface with the client CFOs, CEOs, Controllers, Treasurers & Accounting Staff • Understand & evaluate clients’ business needs by employing a consultative sales approach to determine their requirements and recommend solutions • Evoke meaningful discussions with clients around their critical issues and propose integrated treasury management and depository solutions • Knowledge of liquidity & rate environment with ability to explain to clients and understand impact on bank’s balance sheet • Full engagement & execution on all Strategic Business Development Initiatives • Nurture and deepen existing private bank client relationships • Conduct banker portfolio and client relationship reviews to generate new business • Prepare and present competitor statement analyses and product proposals • Ongoing travel to CPB offices within your designated coverage area • Support any Proposal & RFP bidding processes • Proactively keep CPB offices and clients abreast of new products, enhancements, and industry developments • Create and maintain a solid working relationship with the overall banking deposits, pricing & product management team including sharing of ideas and feedback.

Requirements

• Possess a minimum of 10 years of treasury management, banking, and client interfacing experience
• B.A./B.S.(required)
• Have knowledge of Treasury Management products, banking & the client sales cycle
• Treasury management experience with Financial Firms, Real Estate, Family Office, Private Equity firms
• High degree of professionalism
• Knowledge of and ability to structure and position depository solutions
• Strong written, listening & verbal communication skills
• Excellent consultative selling & negotiation ability
• Attention to detail and consistent follow-up skills
• Proficiency in MS Office, Salesforce CRM, internet applications & pipeline reporting systems

Nice To Haves

• Previous work experience as an implementation manager, sales associate or sales specialist in Private Banking / Wealth Management a plus
• MBA a plus
• Certified Treasury Professional (CTP) designation or willingness to pursue (a plus)

Responsibilities

• Provide deposit & treasury management product sales expertise to private banker teams within your coverage area to assist in retaining and generating new banking depository and treasury management business from prospective private bank clients
• Directly interface with the client CFOs, CEOs, Controllers, Treasurers & Accounting Staff
• Understand & evaluate clients’ business needs by employing a consultative sales approach to determine their requirements and recommend solutions
• Evoke meaningful discussions with clients around their critical issues and propose integrated treasury management and depository solutions
• Knowledge of liquidity & rate environment with ability to explain to clients and understand impact on bank’s balance sheet
• Full engagement & execution on all Strategic Business Development Initiatives
• Nurture and deepen existing private bank client relationships
• Conduct banker portfolio and client relationship reviews to generate new business
• Prepare and present competitor statement analyses and product proposals
• Ongoing travel to CPB offices within your designated coverage area
• Support any Proposal & RFP bidding processes
• Proactively keep CPB offices and clients abreast of new products, enhancements, and industry developments
• Create and maintain a solid working relationship with the overall banking deposits, pricing & product management team including sharing of ideas and feedback.

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.
• For additional information regarding Citi employee benefits, please visit citibenefits.com.
• Available offerings may vary by jurisdiction, job level, and date of hire.

What This Job Offers

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