Client Executive

Business: Services

Division: Treasury and Trade Solutions

Officer Title: Vice President

C-Grade: C13

Location: Frankfurt

Legal Entity: CEP

Posting until 30th of July 2026

Job Purpose/Overview:

The TTS Client Executive operates as the leader and primary client interface for a dedicated portfolio, fostering a strategic partnership with the client. In close collaboration with TTS Sales, Banking, and Product teams, the CE's core objective is to lead the client experience journey by deeply understanding client treasury needs and operational frameworks. This comprehensive insight enables the proactive delivery of tailored TTS solutions, thereby directly driving:

• Increased wallet opportunities and sustained revenue growth.
• Enhanced strategic client engagements, ensuring revenue retention.
• Successful implementation, product adoption, and digital transformation initiatives.

This role is designed to lead and shape an exceptional client experience, proactively foster satisfaction, and secure long-term business retention by acting as the principal client advocate across Citi's global network and maintaining proactive, strategic communication.

Key Responsibilities:

• The TTS Client Executive leads and drives strategic initiatives in collaboration with Sales, Banking, and Product teams to orchestrate project success, accelerate product adoption, and maximize revenue growth and retention. This includes:
• Leading Critical Initiatives: Working in partnership with key stakeholders, proactively gathering and acting on client feedback, and independently supporting new business, all while ensuring stringent compliance with Citi's policies and regulatory requirements.
• Shaping Client Communication & Experience: Independently managing the global network, proactively communicating strategic product and regulatory changes, leading relationship reviews, and ensuring adherence to all credit, risk, and sales processes to deliver a superior, differentiated client experience and secure revenue retention.
• Strategic Client Advocacy: Acting as the client advocate within the Citi network across over 100 countries, driving client satisfaction and business retention through proactive, communication with key decision-makers and internal client teams.
   

Detailed Responsibilities:

• Strategic engagement in collaboration across Sales and Product to ensure a deep understanding of key TTS Sales activities, driving project completion through decisive product adoption and sustained revenue realisation.
• Own the coordination of critical projects with relevant TTS stakeholders, including the implementation of new solutions, proactively driving Voice of the Customer (VOC) feedback and leading associated action plans.
• Direct and manage CITIKYC/AML requirements for new business opportunities within a defined client portfolio.
• Lead all client communication regarding product migrations, regulatory changes, and market updates. Act as the principal client advocate internally, spearheading the change management agenda for TTS.
• Lead proactive Client Experience TTS relationship reviews with key client contacts and decision-makers.
• Drive and oversee collaboration with key stakeholders to maintain visibility of pending actions, ensure timely completion, and provide necessary support to accelerate adoption and revenue realisation.
• For product adoption and new business opportunities, partner strategically with Sales to ensure the client-facing team has a clear understanding of client pricing and communicates effectively across the network and with the client.
• Champion client issues, ensuring prompt and effective resolution by collaborating with Service and Operations partners and leveraging client forums to secure superior client satisfaction and retention.
• Manage annual revenue budgeting, including ongoing review of monthly revenue analysis, preparing summaries/forecasts for the defined client portfolio, and communicating findings to stakeholders to safeguard and grow revenue.
• Ensure strict compliance with TTS credit, risk, and sales processes.
• Strategically engage with clients to understand ad-hoc credit needs, facilitating their treasury requirements, and working with banking partners to ensure credit allocation. Participate in the monthly Overdraft (OD) management process.
• Ensure key stakeholders are proactively informed of client needs regarding product and new requirements.
• Ensure AML inquiries are handled promptly and thoroughly, adhering to Citi policies.
• Lead collaboration with Operations and Legal partners for client novations.

Experience, skills and capabilities

• We seek a highly motivated TTS Client Executive who can autonomously drive client experience, proactively identify new sales opportunities, and ensure robust revenue realization and retention. The ideal candidate will have a strong background in:
• Customer Service
• Relationship Management
• Sales
• Senior Operations
• Candidates should be customer-focused and able to operate effectively at all levels within Citi and the client organisation, demonstrating independent judgment and leadership.

Skills:

• Proven track record of autonomous leadership in client-focused activity.
• Demonstrated ownership and independent execution of tasks and responsibilities.
• Beneficial experience in Back Office Cash Management or Trade Operations.
• Language Skills: German is mandatory

Competencies:

• Exceptional Time Management and Organisational Skills
• High energy with strong initiative and proactive leadership
• Strong problem-solving skills and independent decision-making
• Excellent interpersonal and influencing skills
• Committed
• Trusted team player

Qualifications:

• University Degree preferred.
• Exceptional candidates who do not meet these criteria may be considered if they possess the necessary skills and experience, especially demonstrating leadership and autonomy.