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The health and safety of our colleagues and candidates for employment are our highest priority. Accordingly, Citi continues to monitor the COVID-19 situation closely. We have implemented precautionary measures across our firm globally, including conducting all candidate interviews virtually on a temporary basis until further notice where needed.

Citi Private Bank – AVP/VP Banking & Treasury Management Sales Associate

Job Req ID 22491142 Primary Location New York, New York Job Category Private Client Product Services
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As a Citi Private Bank (CPB) Treasury Management Sales Associate, you will provide added sales support to a team of seasoned CPB Banking & Treasury Management Sales Specialists covering the Northeast and Florida. These Sales Specialists work closely with CPB banker teams across the Americas to assist in generating new banking & Treasury Management business from existing & prospective clients across Ultra High Net Worth (UHNW), High Net Worth (HNW) clients. Key segment focus includes Family Offices, Real Estate, Private Equity and Sports Teams/Leagues. The successful Sales Associate candidate must possess knowledge of general business banking, treasury management tools and deposit product solutions.

Objectives/Fundamental Responsibilities:

  • Preparing & presenting comparative fee analyses, product proposals & RFP’s
  • Following up on inquiries from clients & bankers regarding Banking & Cash Management services
  • One off product sales to clients
  • Conducting online banking tutorials & online banking platform demonstrations to clients
  • Visiting clients/prospects alone or with the Sales Specialists and providing post meeting follow-up
  • Preparing client relationship reviews & presenting them with Sales Specialists
  • Submitting, tracking & following up on implementation requests (new product additions, maintenance requests & termination of services)
  • Routinely connect with product and implementation partners
  • Attend weekly treasury channel calls and disseminate summaries of key topics
  • Continually focus on personal growth & development – targeted trainings, development courses, seminars etc.
  • Establish billing for implemented services and monitoring billing and account analysis requests
  • Ad hoc financial projects and monthly business reviews for the sales head

Qualifications:

  • Possess a minimum of 5-7+ years of banking experience
  • Current or previous role as a Banking / Treasury Sales Associate
  • Experience working with Commercial, Middle Market or Corporate Clients 
  • B.A./B.S. (required) 
  • Knowledge of treasury management products, banking & the client sales cycle
  • Awareness of Private Banking (preferable, but not required)
  • High degree of professionalism
  • Strong written, listening & verbal communication skills
  • Attention to detail and consistent follow-up skills
  • Ability to multi-task, prioritize and display general responsiveness at all times
  • Certified Treasury Professional (CTP) designation and/or willingness to pursue
  • Proficiency in MS Office, internet applications & pipeline reporting systems

Education Level: Bachelor's Degree

Primary Location: NAM-USA-NY, NY

Schedule: Full-time

Shift: Day Job

Employee Status: Regular

Travel:  Yes, up to 20% of the time

Relocation: No

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Job Family Group:

Private Client Product Services

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Job Family:

Banking Cash Management

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Time Type:

Full time

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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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

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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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