Cash Management Sales Officer

Citi • New York, NY

3d • $98,960 - $148,440 • Onsite

About The Position

The Cash Management Sales Officer is a seasoned professional who applies in-depth disciplinary knowledge to develop techniques and improve processes and workflows. The role integrates subject-matter and industry expertise within a defined area and contributes to the objectives of the function and broader business. It evaluates moderately complex, variable issues with potentially substantial impact, using analytical skills to filter, prioritize, and validate information from multiple sources. The position requires communication and diplomacy skills and may involve informal or formal team leadership, coaching, and training new recruits. Through advice, counsel, and facilitation, the role can influence decisions and significantly affect the performance of teams in its area.

The position provides direct sales support to Treasury Consultants in covered markets, focusing on revenue-generating sales of Treasury products and services. It supports an assigned client portfolio and maintains working relationships with Treasury Consultants and Bankers. The role is based in an office setting and requires minimal travel and minimal physical effort.

Requirements

• 2–3 years of commercial banking or relevant experience.
• Bachelor's or university degree, or equivalent experience.

Responsibilities

• Provide direct sales support to Treasury Consultants in covered markets, focusing on revenue-generating activities for Treasury products and services.
• Prepare proposals and pricing analyses; assist with RFPs and presentations; coordinate credit approvals and exception pricing; and coordinate data input for pipeline and activity tracking.
• Establish and maintain relationships with supported Treasury Consultants and Bankers.
• Respond to product sales inquiries from Treasury Sales, Bankers, other internal partners, and clients.
• Join Treasury Consultants on in-person sales calls or conference calls when appropriate.
• Take ownership of an assigned client portfolio.
• Assess risk in business decisions, safeguard the firm's reputation and its clients and assets, comply with applicable laws, rules, regulations, and policies, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.

Benefits

• Medical, dental, and vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off, including vacation, sick leave, and paid holidays
• Eligible employees may receive discretionary and formulaic incentive and retention awards

What This Job Offers

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