The Commercial Banking organization is seeking a seasoned treasury expert to serve as a Client Executive (CE), managing a portfolio of global clients with a focus on ensuring Citi delivers a superior client experience. This role is accountable for protecting and defending key client relationships, ensuring revenue retention, and identifying cross-sell opportunities. The CE ideally would be fluent in Citi's comprehensive suite of Treasury and Trade Solutions (TTS) offerings, including Liquidity Management, Digital Channels and Data, Payments & Receivables. They will champion an exceptional experience across each client's organization, ensuring solutions meet client needs and expectations consistently. The CE serves as the ultimate client advocate - coordinating across cross-functional teams (e.g., Onboarding, Service, Product Management, Sales, others) to uplift the client experience, which includes a focus to resolve issues, accelerate performance, and create measurable improvements in the client journey. They will monitor service delivery performance daily and escalate any issues, ensuring transparency and resolution, while collaborating with multiple team members in treasury, coverage, service, and onboarding. This role also requires close collaboration with control functions (e.g., Legal, Risk, Compliance, AMC/KYC), ensuring strong governance, adherence to Citi's policies, and alignment with internal controls. Frequent client engagements - via touchpoints and in-person meetings - are essential to monitor satisfaction, proactively address concerns, and manage client sentiment, leveraging Citi's Client at Risk (CAR) framework where necessary.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Mid Level
Industry
Credit Intermediation and Related Activities
Education Level
Bachelor's degree