Solution Sales West Financial Institution, AVP

Solution Sales is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires 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. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Excellent communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits.
Responsibilities:

• Support a portfolio of FI Clients and be responsible for TTS sales origination, cross-sell and retention across the portfolio
• cross-selling TTS products and services to deepen wallet penetration, revenue realization and expansion, and driving customer satisfaction through quality service delivery
• Primary global or regional point of contact and accountability for TTS sales origination and related activities to clients
• Trusted advisor for the TTS solutions provided to clients and be responsible for overall client satisfaction
• Responsible for growing the TTS P&L of clients and oversee the sales process from origination to revenue realization for assigned clients
• Manage and drive the deal team and work closely with Relationship Managers, TTS Product, Client Delivery and O&T to achieve objectives
• Ensure consistent, professional delivery of all client management disciplines including: account planning, call reporting, lead generation, pipeline management, implementation acceleration, plus TTS relationship reviews
• Cultivate client contacts in the key buying centers that allocate and influence the client’s TTS-related wallet
• Determine client objectives & financial needs that can be addressed through the TTS platform
• Identify opportunities for new deals across TTS product set and geographies including multi-product requirements
• Develop and maintain market knowledge through participation in conferences and keeping up to date on market trends affecting clients
• Manage and drive the global / regional teams for each account:
• Champion multi-product an d/or cross-regional solutions and pricing through the deal review process (Product Sales will be responsible for overall proposal creation and deal review)
• Ensure global team communication (e.g. call reports, CRM, emails)
• Drive overall client satisfaction with the TTS platform and build customer loyalty
• Respond to customer escalation for operational/customer service issues, including complex or cross-geography issues
• Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
• Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation.
• Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 5-8 years of experience
• Customer service oriented person with excellent communication skill
• In-depth knowledge of regulations, market practices and bank operations
• Excellent interpersonal, oral/written communication skills
• Analytical and advanced problem solving skills
• Self-motivated and resourceful
• A sense of pragmatism and urgency in execution of strategy
• Innate leadership ability to galvanize resources across units

Education:

• Masters/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

(a) Manage a portfolio of Top Tier Financial Institutions and be responsible for TTS sales origination, cross-sell and retention across the portfolio
(b)Originate new TTS sales for clients, cross-selling TTS products and services to deepen wallet penetration, revenue realization and expansion, and driving customer satisfaction through quality service delivery
c) Primary global or regional point of contact and accountability for TTS sales origination and related activities to clients
(d) Trusted advisor for the TTS solutions provided to clients and be responsible for overall client satisfaction
(e) Responsible for growing the TTS P&L of clients and oversee the sales process from origination to revenue realization for assigned clients
(f) Manage and drive the deal team and work closely with Relationship Managers, TTS Product, Client Delivery and O&T to achieve objectives
(g) Ensure consistent, professional delivery of all client management disciplines including: account planning, call reporting, lead generation, pipeline management, implementation acceleration, plus TTS relationship reviews
(h) Cultivate client contacts in the key buying centers that allocate and influence the client’s TTS-related wallet
(i) Determine client objectives & financial needs that can be addressed through the TTS platform
(j) Identify opportunities for new deals across TTS product set and geographies including multi-product requirements
(k) Develop and maintain market knowledge through participation in conferences and keeping up to date on market trends affecting clients
(l)Drive overall client satisfaction with the TTS platform and build customer loyalty
(m) Respond to customer escalation for operational/customer service issues, including complex or cross-geography issues

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