Banking and Cash Management Senior Lead - Dallas/Houston
Citigroup Inc, Houston, TX, United States
Banking and Cash Management Senior Lead - Dallas/Houston
Discover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. Job Overview
As a Citi Private Bank (CPB) Deposit & Treasury Management Sales Specialist, you will work closely with Private Banker teams within your designated coverage region to assist in generating new business from prospective clients and deepening and supporting existing clients. Responsibilities include consulting with clients, understanding their Deposit & Treasury Management needs and positioning solutions which help them improve and streamline their business banking operations. 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. Objectives/Fundamental Responsibilities: Provide deposit & treasury management product sales expertise to private banker teams within your coverage area to assist in retaining and generating new banking depository and treasury management business from prospective private bank clients Directly interface with the client CFOs, CEOs, Controllers, Treasurers & 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 treasury management and depository solutions Knowledge of liquidity & rate environment 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 any 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 deposits, pricing & product management team including sharing of ideas and feedback. Qualifications: Possess a minimum of 10 years of treasury management, banking, and client interfacing experience Previous work experience as an implementation manager, sales associate or sales specialist in Private Banking / Wealth Management a plus B.A./B.S. (required) MBA a plus Certified Treasury Professional (CTP) designation or willingness to pursue (a plus) Have knowledge of Treasury Management products, banking & the client sales cycle Treasury management experience with Financial Firms, Real Estate, Family Office, Private Equity firms High degree of professionalism Knowledge of and ability to structure and position depository solutions Strong written, listening & verbal communication skills Excellent consultative selling & negotiation ability Attention to detail and consistent follow-up skills Proficiency in MS Office, Salesforce CRM, internet applications & pipeline reporting systems Education Level: Bachelor's Degree Primary Location: Dallas TX, Houston TX Schedule: Full-time Shift: Day Job Employee Status: Regular Travel: Yes, up to 50% of the time
Discover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. Job Overview
As a Citi Private Bank (CPB) Deposit & Treasury Management Sales Specialist, you will work closely with Private Banker teams within your designated coverage region to assist in generating new business from prospective clients and deepening and supporting existing clients. Responsibilities include consulting with clients, understanding their Deposit & Treasury Management needs and positioning solutions which help them improve and streamline their business banking operations. 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. Objectives/Fundamental Responsibilities: Provide deposit & treasury management product sales expertise to private banker teams within your coverage area to assist in retaining and generating new banking depository and treasury management business from prospective private bank clients Directly interface with the client CFOs, CEOs, Controllers, Treasurers & 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 treasury management and depository solutions Knowledge of liquidity & rate environment 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 any 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 deposits, pricing & product management team including sharing of ideas and feedback. Qualifications: Possess a minimum of 10 years of treasury management, banking, and client interfacing experience Previous work experience as an implementation manager, sales associate or sales specialist in Private Banking / Wealth Management a plus B.A./B.S. (required) MBA a plus Certified Treasury Professional (CTP) designation or willingness to pursue (a plus) Have knowledge of Treasury Management products, banking & the client sales cycle Treasury management experience with Financial Firms, Real Estate, Family Office, Private Equity firms High degree of professionalism Knowledge of and ability to structure and position depository solutions Strong written, listening & verbal communication skills Excellent consultative selling & negotiation ability Attention to detail and consistent follow-up skills Proficiency in MS Office, Salesforce CRM, internet applications & pipeline reporting systems Education Level: Bachelor's Degree Primary Location: Dallas TX, Houston TX Schedule: Full-time Shift: Day Job Employee Status: Regular Travel: Yes, up to 50% of the time