Commercial Banking and Cash Management Solutions Expert
hace 1 semana
About the Role: As a Banking & Treasury Sales Specialist at Citi Private Bank, you will collaborate closely with Private Banker teams to generate new business from prospective clients. This involves consulting with clients, understanding their needs, and delivering integrated banking and cash management solutions.
Responsibilities:
- Provide expert advice on banking and treasury management products to existing clients and prospects.
- Assess opportunities for liquidity and treasury management discussions, track progress, and follow up with clients.
- Cultivate relationships, communicate, and execute strategic initiatives to drive incremental growth and support client lines of business.
- Coordinate with pricing and promotions teams to ensure seamless communication, execution, and feedback to the sales force on initiatives driving deposit growth and balance sheet optimization.
- Solicit, track, and share client feedback with product management.
- Support feedback loops by keeping internal partners and clients updated.
- Track sales activity, including wins, losses, and large flows (in/out) inquiry and follow-up.
- Monitor daily, weekly, and monthly balances, flows, decliners, increases, and work with Pricing teams and bankers to take appropriate action.
Qualifications:
- 6-8 years of experience in cash management, banking, and client interfacing.
- A minimum of 5 years of experience with Treasury Management products, banking, and the client sales cycle.
- Ability to think creatively to deliver business results, both independently and as part of a team.
- Knowledge of European languages, such as French, Italian, or Spanish is an asset.
- Builds robust working relationships with clients and internal colleagues.
- Strong communication and presentation skills, both verbal and written.
- Excellent consultative selling and negotiation ability.
Education: Bachelor's/University degree or equivalent experience, and Certified Treasury Professional (CTP) designation or willingness to pursue within 1-2 years of hire.
Estimated Salary: $120,000 - $180,000 per year, based on industry standards and location.
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