C

Citi

Runs banking and payments for global clients

Cash Management Sales Officer

Sales OperationsPosted on Nov 11
Full-timeMexico City, CDMX, MexicoNo salary listedHybrid

About the Job

Requirements

  • Requires 2–5 years of commercial banking or relevant experience.
  • Requires a bachelor's/university degree or equivalent experience.
  • Requires knowledge of cash management and treasury products and services, sales support, proposal and pricing analysis, requests for proposals, presentations, pipeline tracking, and credit approvals, as reflected in the described duties.
  • Requires analytical thinking and knowledge of data analysis tools and methodologies.
  • Requires attention to detail and professional judgment when interpreting data and results.
  • Requires communication and diplomacy skills for exchanging potentially complex or sensitive information.
  • Requires appropriate risk assessment, compliance with applicable laws, rules, and regulations, adherence to policy, sound ethical judgment, and transparent escalation and reporting of control issues.

Responsibilities

  • Provide direct sales support to Treasury Consultants in covered markets.
  • Focus on revenue-generating activities associated with the sale of Treasury products and services.
  • Prepare proposals and pricing analyses; assist with requests for proposals and presentations; coordinate credit approvals and exception pricing; and coordinate data input for tracking pipeline and activity.
  • Establish and maintain relationships with directly supported Treasury Consultants and Bankers.
  • Provide coverage for product-sales-related inquiries from Treasury Sales, Bankers, other internal partners, and clients.
  • Join Treasury Consultants on in-person sales calls or conference calls when appropriate.
  • Assess risk appropriately when making business decisions, considering the firm's reputation and safeguarding the firm, its clients, and assets; drive compliance with applicable laws, rules, and regulations; adhere to policy; apply sound ethical judgment regarding personal behavior, conduct, and business practices; and transparently escalate, manage, and report control issues.

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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