Commercial Bank - Cash Management Sales Officer, Vice President

Citi Commercial Bank | Business Development Specialist, VP

The Cash Product Salesperson is a driven professional role, who will lead treasury opportunities, with a focus on new client acquisition across all industry verticals. Given that our business continues to grow exponentially, this role is integral to both executing on the strategy to both grow our existing client base wallet share but also acquire new clients in a rapid fashion.

This person will be seen as a subject matter expert for full suite of Treasury Solutions (Cash, Cards, Trade) across all industry segments within the North American Commercial Bank and will be expected to attend pipeline meetings for the Sales organization, providing input from their own perspective on any current opportunities. This also extends to presenting best practices and sales disciplines, not just in the Cash Sales Team but in front of the wider CCB Banking community, as well as applicable partners.

This role will be expected to integrate subject matter and industry expertise across all relevant sectors, including disrupter verticals in the early-stage company life cycle. Requiring in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business.

Must be able to demonstrate strong communication and diplomacy skills, especially at points of escalation. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization.

Work and performance of all teams in the area are directly affected by the performance of the individual.

Responsibilities:

* Interface with a prospective client to develop an understanding of their operating procedures, organization structures and needs, in order to identify and propose the optimal Citi solutions

* A key player in partnerships with Sales and Coverage partners, focusing on revenue expansion and revenue realization through cross sell opportunities

* Identify and coordinate new cross-sell opportunities with Coverage Partners

* Build effective network working closely with overseas Citibank branches

* Responsible for monthly win/loss analysis ensuring MIS systems

* Be part of a culture of responsible finance, good governance and supervision, expense discipline and ethics

* Be responsible for an individual win goal in excess of $2

Million annually

* Ability to articulate complex ideas and analytics in succinct and easy to grasp form as well as conceptual framework creation

* Established or understanding of innovations and disruptive technologies in the corporate treasury space

* Deep understanding of client trends in liquidity, payments, working capital, risk management and treasury technology, and distill them for mass consumption and direct business impact

* Strong knowledge of the TTS and CCB cash management business, revenue drivers, and products

* Proven abilities to focus resources and leverage data and analysis to drive towards business objectives

* Desire to challenge the conventional, own a problem, bring others onboard, and drive the firm to creating solutions

* Strong self-motivation and ability to gather consensus on priorities and drive initiatives

Qualifications

* 5 years of relevant Treasury Services experience

* Proven track record of successful client-focused activity and ability to design best in class Treasury proposals

* Strong Relationship and Client management

* Strong problem solving and excellent interpersonal skills

* Committed, trusted team player

* High energy with strong initiative

* Efficient time management and organizational skills

* Excellent communication and influencing skills.

* Strong analytical and problem-solving skills.

* Keen abilities in delivering presentations and other forms of verbal and written communication including ways to leverage virtual communities, social media, surveys, etc.

* Proficient in PowerPoint, Excel and analytical skills required

* Education:

Bachelor's degree, Master's a plus

This job description provides a high-level review of the types of work performed. Other job-related duties…