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Banking & Treasury Sales Specialist
hace 1 mes
Citi Private Bank (CPB) Banking & Treasury Sales Specialist, you will work closely with Private Banker teams within your designated coverage area to assist in generating new business from prospective clients. The role involves consulting with clients, understanding their needs and delivering integrated banking, cash management and deposit product solutions.ResponsibilitiesProvide banking & treasury management product sales expertise, advice & consultation to existing clients and prospects.Liquidity & Treasury Mgt. discussions, opportunity assessment & follow upTreasury Mgt Demos & DiscussionRelationship Reviews.Cultivate, communicate, and execute on defined business development & other strategic initiatives to drive incremental growth and support the client lines of business.Coordinate and partner with pricing and promotions lead for 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 loop keeping internal partners & clients updated.Sales Activity Tracking (Pipeline, Initiatives, Salesforce etc.) including wins, losses and large flows (in/out) inquiry and follow up.Monitor daily, weekly, and monthly balances, flows, decliners, increases and then work with Pricing teams and bankers to take appropriate action.Qualifications:6-8 years of experiencePossess a minimum of 5 years of cash management, banking and client interfacing experienceAbility to think creatively to deliver business results, both independently and as part of a team.Have knowledge of Treasury Management products, banking & the client sales cycleIdeally proficient in European language, French, Italian, SpanishBuilds robust working relationships with clients and internal colleaguesStrong communication and presentation skills, both verbal and writtenExcellent consultative selling & negotiation abilityEducation:Bachelor's/University degree or equivalent experienceCertified Treasury Professional (CTP) designation or willingness to pursue within 1-2 years of hireJob Family Group: Private Client Product ServicesJob Family: Banking Cash ManagementTime Type: Full timeCiti is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
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