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SVP- Cash Management Sales Officer- New York

Job Req ID 22570253 Location(s) New York, New York; Stamford, Connecticut; Boston, Massachusetts Job Category Commercial and Business Sales
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Cash Management Solutions (Treasury/Cash Management) is a key part of Citi Commercial Bank and integral to the success of both our clients and our business. The Senior Cash Management Sales Officer will assist Diversified Industrials companies across the northeast in managing and optimizing their cash flows while mitigating their operational, financial, and representational risks. They will focus on companies with revenues between $10 million and $1 billion annually to create operating efficiencies, cost savings, and time savings by delivering cash management solutions through a consultative approach. This role will be responsible for both assisting in new client acquisition and growing existing relationships. The Cash Management Sales Officer works closely with several partners such as Relationship Managers, Commercial Card Specialists, Foreign Exchange Advisors, Trade specialists, and others across the firm to provide global cash management solutions that best suit our clients’ needs.

With over 200 years of commercial banking experience in the United States, our team is uniquely positioned to provide the expertise that mid-size companies need to manage and grow their businesses domestically as well as abroad. We offer comprehensive solutions for liquidity and cash management, lending, foreign exchange, trade and other areas of commercial banking. Citi Commercial Bank provides the highest quality financial advice, helping business prosper and grow in domestic markets, as well as internationally. Our distinctive approach puts our clients at the center of everything we do: understanding their industries and learning their business priorities. With the full spectrum of Citi's capabilities and access to our global network, we deliver tailored solutions to meet our clients’ unique goals and objectives.


  • Drives new sales opportunities by identifying client needs and performing prospect research throughout Manhattan and the New York Metro area
  • Serves as a strategic advisor to existing and prospective clients
  • Connect Citi Commercial Banking solutions and process recommendations to companies’ working capital impacts
  • Deliver client-focused solutions through consultative interactions that include presentations, proposals, and relationship reviews
  • Assist with all pricing functions such as new pricing requests, exception pricing and annual price reviews
  • 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.
  • Partner with relationship managers and product management to identify, solution, and develop products and services that meet client needs
  • Support initiatives and projects impacting the business as needed
  • Maintain a working knowledge of all Cash Management products, systems and processes and be aware of industry trends


  • 10+ years commercial banking experience, preferably within roles of treasury/cash management
  • Undergraduate business degree, advanced degree is preferred
  • Proven track record of initiating, executing and growing complex client relationships
  • Strong business development, relationship management, and negotiating skills
  • Ability to develop strong partnerships internally while navigating a large and complex organization
  • Certified Treasury Professional certification or equivalent preferred


  • Bachelors degree, potentially Masters degree

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


Job Family Group:

Commercial and Business Sales


Job Family:

Commercial Product Sales


Time Type:

Full time


Primary Location:

New York New York United States


Primary Location Salary Range:

$164,310.00 - $246,460.00


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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