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Private Bank SVP - Banking & Cash Management Sales Specialist (LATAM)

Job Req ID 22479447 Primary Location New York, New York; Miami, Florida Job Category Private Client Product Services
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Private Bank   SVP - Banking & Cash Management Sales Specialist (LATAM)


As a Citi Private Bank (CPB) Banking & Cash Management Banking & Cash Management Sales Specialist, you will work closely with Private Banker teams within your designated coverage area to assist in generating new business from prospective clients. Responsibilities include consulting with clients, understanding their needs and delivering integrated banking, cash management and deposit product solutions. This person will be in constant contact with CPB Banker Teams as well as directly with our clients in a product sales capacity. Excellent sales and product skills are required, as well as exhibiting a high degree of professionalism at all times. The successful candidate must possess knowledge of general business banking, treasury management tools and deposit product solutions. Additionally, you will work closely with product partners and our wider Banking & Custody Products Team on a daily basis.

Objectives/Fundamental Responsibilities:

  • Provide product sales support to private banker teams within your coverage area to assist in generating new banking depository and treasury management business from prospective private bank clients
  • Directly interface with the client’s CFO, CEO, Controller, Treasurer & Accounting Staff
  • Understand & evaluate clients’ business needs by employing a consultative sales approach to determine their requirements and recommend solutions
  • Evoke meaningful discussions with clients around their critical issues and propose integrated cash management and banking solutions
  • Knowledge of BASEL III LCR requirements with ability to explain to clients and understand impact on bank’s balance sheet
  • Full Engagement & Execution on all Strategic Business Development Initiatives
  • Nurture and deepen existing private bank client relationships
  • Conduct banker portfolio and client relationship reviews to generate new business
  • Prepare and present competitor statement analyses and product proposals
  • Ongoing travel to CPB offices within your designated coverage area
  • Support the Proposal & RFP bidding processes
  • Proactively keep CPB offices and clients abreast of new products, enhancements and industry developments
  • Create and maintain a solid working relationship with the overall banking & custody team, product partners and colleagues throughout Citi
  • Define/Implement cash management strategy across different LATAM client segments


  • Possess a minimum of 10+ years of cash management, banking and client interfacing experience
  • B.A./B.S.(required) 
  • Understanding of Treasury management and deposit product landscape in US and Latin America. 
  • Fluency in English and Spanish required (Portuguese a plus)
  • Awareness of Private Banking (preferable but not required)
  • High degree of professionalism
  • Builds robust working relationships with clients and internal colleagues
  • Strong written, listening & verbal communication skills
  • Excellent consultative selling & negotiation ability
  • Attention to detail and consistent follow-up skills
  • Certified Treasury Professional (CTP) designation a plus
  • Proficiency in MS Office, internet applications & pipeline reporting systems
  • Travel throughout Latin America Required


Job Family Group:

Private Client Product Services


Job Family:

Banking Cash Management


Time Type:

Full time


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

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