Cash Management Sales Officer, AVP
About The Position
As a Cash Management Sales Officer at Citi, you will provide direct sales support that drives revenue growth for treasury products and services for early-stage, high-growth companies in the technology, life sciences, and industrials sectors. You will build and maintain strong relationships with business development officers and bankers, serving as a trusted resource who helps turn client opportunities into results. The role offers the chance to grow your expertise in treasury sales within a dynamic, collaborative, relationship-driven team. The position is part of Citi's commercial banking business and Commercial Product Sales family. It is based in New York, New York, and follows a hybrid model with three days in the office and two days working remotely. The work takes place in an office setting, with minimal travel and minimal physical effort required. The role is full-time.
Requirements
- Three to five years of experience in commercial banking or related treasury sales roles.
- Bachelor's degree or equivalent practical experience.
- Strong communication and diplomacy skills to guide and influence internal colleagues and external clients.
- Strong analytical skills to filter, prioritize, and validate complex and dynamic information from multiple sources.
- Demonstrated ability to take on informal or formal leadership responsibilities within a team environment.
Responsibilities
- Provide direct sales support to treasury consultants and bankers by preparing proposals, pricing analysis, and RFP materials to drive revenue growth for treasury products and services.
- Develop and maintain strong relationships with supported business development officers and bankers, serving as a trusted resource for their sales efforts.
- Respond to product-related inquiries from treasury sales teams, bankers, internal partners, and clients with timely and accurate guidance.
- Coordinate client pitches, exception pricing, billing, and pipeline tracking to move deals efficiently from proposal to close.
- Join business development officers on client calls and conference meetings to support deal execution and reinforce Citi's treasury value proposition.
- Mentor and train new team members, sharing product knowledge and sales best practices.
- Assess risk in business decisions and comply with applicable laws, regulations, and Citi policies to protect clients and safeguard the firm's reputation.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k)
- Life, accident, and disability insurance
- Wellness programs
- Paid time off, including vacation and sick leave
- Paid holidays
- Discretionary and formulaic incentive and retention awards may be available to eligible employees
- Structured learning and development opportunities, including mentorship from senior sales leaders
- Programs supporting financial wellbeing, family needs, and work-life balance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
