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Cash Management Sales Officer

Job in New York, New York County, New York, 10261, USA
Listing for: Citi
Full Time position
Listed on 2026-10-05
Job specializations:
  • Finance & Banking
    Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 116856 - 194760 USD Yearly USD 116856.00 194760.00 YEAR
Job Description & How to Apply Below

Citi is looking for a Treasury Sales Business Development Officer to join its Financial Institutions Group (FIG) Cash Management Team. This individual will serve as a trusted advisor to relationship managers and clients, shaping cash management solutions that drive measurable business outcomes. In this role, you will play a central part in identifying new opportunities and delivering strategic value across a high-paced FIG portfolio.

You will operate as a recognized subject matter expert across various sub-sectors which include Asset Managers, Insurance, Broker Dealers, Hedge Funds, Private Equity and Venture Capital. This role requires strong commercial drive, structuring capabilities, and disciplined risk management.

Responsibilities
  • Structure and deliver tailored solutions aligned with client operating models, liquidity needs, and broader cash management.
  • Identify and pursue new client opportunities aligned with Citi's cash management value proposition, expanding the business through targeted outreach and solution development.
  • Design and structure innovative cash management solutions that balance commercial opportunity with appropriate risk, ensuring deals deliver sustainable value for clients and the firm.
  • Act as a strategic advisor to both relationship managers and clients, providing expert counsel on treasury and cash management strategy to inform decision-making.
  • Execute on key strategic initiatives within the Financial Institutions Group, translating business priorities into client-facing outcomes.
  • Share expertise and insights with peers and junior colleagues, contributing to a high-performing, knowledgeable sales team.
  • Ensure all client activity and business decisions meet regulatory requirements and Citi's policies, applying sound judgement to protect the firm's integrity and reputation.
Required Qualifications & Skills
  • Demonstrated expertise in cash management, treasury sales, or transaction banking within a financial services sector.
  • Ability to build and sustain senior client relationships, combining commercial awareness with a consultative, solutions-oriented approach.
  • Track record of structuring and closing complex deals that balance client value with risk considerations.
  • Clear and persuasive communicator who can guide and influence colleagues and clients across functions and seniority levels.
  • Solid understanding of regulatory frameworks and compliance obligations relevant to treasury and financial institutions business.
  • Capable of working independently on complex deliverables while contributing effectively within a collaborative team environment.
  • Minimum of 6-10 years commercial banking experience
  • Undergraduate business degree
  • Proven track record of supporting the growth of client relationships
Education
  • Bachelors degree, potentially Masters degree
What We Offer

At Citi, you will work at the intersection of global financial markets and client strategy, within a team where your expertise directly shapes the outcomes of some of the most complex treasury relationships in the industry. This role offers meaningful autonomy, a collaborative culture built on high performance, and the platform to make an impact that extends across a global organization.

A hybrid working model offering 3 days in the office and 2 days working remotely, giving you the flexibility to perform at your best.

Strategic ownership of a high-value client portfolio within Citi's Financial Institutions Group, with the scope to influence outcomes at a business level.

Exposure to complex, market-leading cash management mandates that develop your expertise and deepen your commercial acumen.

A collaborative team environment where knowledge-sharing is valued and your contribution to the growth of colleagues and junior staff is…

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