Private Bank VP - Banking & Cash Management Sales Specialist

Citibank - More jobs by this advertiser
Private Bank VP - Banking & Cash Management Sales Specialist-18071015
 About Citi Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. Citi’s Mission and Value Proposition  explains what we do and Citi Leadership Standardsexplain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities. Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop to are widely available to all. 
Brief Description of the Organization
CBNA is the primary legal entity for Citi, providing products and services to consumers, financial institutions and corporate clients around the world.  In the past, Citi has provided most of its internal reporting on a business by business basis.  With the changes in the regulatory environment, strong legal entity reporting and governance has become essential.  This team is responsible for ensuring that CBNA has the appropriate governance and control infrastructure to meet the demand for legal entity planning, execution, information management and the ever-evolving regulatory environment.  Description 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

  • Possess a minimum of 7 years of cash management, banking and client interfacing experience
  • B.A./B.S.(required) 
  • Have knowledge of Treasury Management products, banking & the client sales cycle
  • 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 or willingness to pursue within 1-2 years of hire
  • Proficiency in MS Office, internet applications & pipeline reporting systems
  EEO Statement: Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity  Pay Transparency: Citi won’t discriminate against anyone for discussing pay, but those with access to pay data in their work can’t disclose it unless responding to complaints/investigations or legal requirements.

17 June 2019
Location: United States Cadiz Beverly Hills
Work type:
Full time
Banking and Financial Services
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

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