C

Citi

Runs banking and payments for global clients

Cash Management Sales Officer

Account ExecutiveConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$129.8k - $194.8k

About the Job

Requirements

  • Demonstrated expertise in cash management, treasury sales, or transaction banking within a financial services sector.
  • Ability to build and sustain senior client relationships using a commercial, consultative, solutions-oriented approach.
  • Track record of structuring and closing complex deals that balance client value with risk considerations.
  • Ability to communicate persuasively and guide and influence colleagues and clients across functions and seniority levels.
  • Understanding of regulatory frameworks and compliance obligations relevant to treasury and financial institutions business.
  • Ability to work independently on complex deliverables and contribute effectively within a collaborative team environment.
  • Minimum of 6–10 years of commercial banking experience.
  • Undergraduate business degree; bachelor's degree indicated in the education section, with a master's degree potentially acceptable.
  • Proven track record of supporting the growth of client relationships.

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 relationship managers and clients, providing expert counsel on treasury and cash management strategy to inform decision-making.
  • Execute 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 knowledgeable sales team.
  • Ensure client activity and business decisions meet regulatory requirements and Citi's policies, applying sound judgment to protect the firm's integrity and reputation.
  • Work in an office setting; minimal travel may be required, and office working hours may be required during projects.

About the Company

Citi

Runs banking and payments for global clients

Citi runs banking, investment and payment services for companies, governments and individuals around the world. Its global network connects institutions with local banking systems, while its US consumer business sells credit cards and deposit accounts. Corporate clients use Citi to manage cash, finance trade and raise capital, and investors use its trading, custody and wealth services to hold and manage assets. The bank earns interest on loans and fees from payments, securities transactions, financial advice and account services. Citi traces its banking roots to 1812; the Citigroup holding company was formed in 1998, and its headquarters are in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1812

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