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Career Opportunity

SVP, Banking & Treasury Management Advisory Specialist

Locations: New York, New York Job Function: Private Client Product Services Employee Status: Regular Job ID: 20178068

The Citi Private Bank (CPB) Banking & Treasury Management Sales team is a well-established group of seasoned professions across the U.S. that delivers core banking & treasury management solutions to Private Bank Clients across the Americas. As a CPB Banking & Treasury Management Advisory Specialist, you will support the sales team and work with the Sales Head to set the strategic direction of the Private Bank Treasury Management Business. This entails developing and providing thoughtful, innovative and relative banking & treasury management advisory content for our business clients. These efforts will enhance sales specialist expertise, help deepen existing client relationships, assist with business development and further strengthen CPB as a trusted advisor to our clients. This will be a visible and important role within the team reporting to the Treasury Management Sales Head with close interaction taking place both internally across the organization as well as with key CPB clients. 
The successful candidate must have experience and knowledge across treasury management, general business banking & deposit product solutions, marketing and business development.

Objectives/Fundamental Responsibilities:

  • Monitor Current and Emerging Industry Trends in Banking & Treasury Management
  • Strategic Idea Generation
  • Development of Sales & Industry Best practices (Treasury Management, Business Banking etc.)
  • Architecting & Publishing White Papers, & Internal / External blogs
  • Enhancing existing and creation of targeted marketing material
  • Engaging with C-Suite Treasury Executives to conduct client interviews / surveys
  • Provide timely market intel to Product Management including; client feedback, product gaps, industry &  competitive landscape
  • Peer to Peer Segment Focused treasury management benchmarking
  • Identification of potential new business banking treasury management target segments
  • Uncover Existing Client Deepening & Value Creation Opportunities
  • Close collaboration with Banking Sales, Product, Marketing, Private Banker Teams, Business Managers, Commercial and Corporate Bank Partners.
  • Representation at internal/external client conferences


  • Possess a minimum of 12-15 years of baking industry experience
  • B.A./B.S.(required) / MBA (a plus)
  • Certified Treasury Professional (CTP) designation (a plus)
  • Polished & High Degree of Professionalism
  • Personable, Collaborative, Inclusive, Team Player
  • Pro-active, Highly Motivated, Detail Oriented
  • Strong Communication, Written, Listening skills
  • Ability to clearly understand & articulate client needs & strategy into key requirements & actionable solutions
  • Demonstrated understanding across treasury management, corporate or private or commercial banking, marketing, product management, advisory, business development
  • Knowledge of Treasury Management solutions, key ERP systems & sales life cycle
  • Treasury Management Experience with Law Firms, Private Equity, Real Estate & Family Offices (a plus)
  • Awareness of Private Banking (preferable but not required)
  • Strong Excel, Power Point, Visio (presentation building tools)

Education Level: Bachelor's Degree

Primary Location: NAM-USA-NY, NY

Schedule: Full-time

Shift: Day Job

Employee Status: Regular

Travel:  Yes, up to 15% of the time


Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - US


Time Type :Full time


Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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