Cash Management Sales Officer

Citi•New York, NY
•$129,840 - $194,760•Hybrid

About The Position

Citi is looking for a Treasury Sales Business Development Officer to join its Financial Institutions Group (FIG) Cash Management Team. This individual will serve as a trusted advisor to relationship managers and clients, shaping cash management solutions that drive measurable business outcomes. In this role, you will play a central part in identifying new opportunities and delivering strategic value across a high-paced FIG portfolio. You will operate as a recognized subject matter expert across various sub-sectors which include Asset Managers, Insurance, Broker Dealers, Hedge Funds, Private Equity and Venture Capital. This role requires strong commercial drive, structuring capabilities, and disciplined risk management.

Requirements

  • Demonstrated expertise in cash management, treasury sales, or transaction banking within a financial services sector.
  • Ability to build and sustain senior client relationships, combining commercial awareness with a consultative, solutions-oriented approach.
  • Track record of structuring and closing complex deals that balance client value with risk considerations.
  • Clear and persuasive communicator who can guide and influence colleagues and clients across functions and seniority levels.
  • Solid understanding of regulatory frameworks and compliance obligations relevant to treasury and financial institutions business.
  • Capable of working independently on complex deliverables while contributing effectively within a collaborative team environment.
  • Minimum of 6-10 years commercial banking experience
  • Undergraduate business degree
  • Proven track record of supporting the growth of client relationships

Nice To Haves

  • Potentially Masters degree

Responsibilities

  • Structure and deliver tailored solutions aligned with client operating models, liquidity needs, and broader cash management.
  • Identify and pursue new client opportunities aligned with Citi's cash management value proposition, expanding the business through targeted outreach and solution development.
  • Design and structure innovative cash management solutions that balance commercial opportunity with appropriate risk, ensuring deals deliver sustainable value for clients and the firm.
  • Act as a strategic advisor to both relationship managers and clients, providing expert counsel on treasury and cash management strategy to inform decision-making.
  • Execute on key strategic initiatives within the Financial Institutions Group, translating business priorities into client-facing outcomes.
  • Share expertise and insights with peers and junior colleagues, contributing to a high-performing, knowledgeable sales team.
  • Ensure all client activity and business decisions meet regulatory requirements and Citi's policies, applying sound judgement to protect the firm's integrity and reputation.

Benefits

  • medical coverage
  • dental coverage
  • vision coverage
  • 401(k)
  • life insurance
  • accident insurance
  • disability insurance
  • wellness programs
  • planned time off (vacation)
  • unplanned time off (sick leave)
  • paid holidays
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