Commercial Bank | Treasury Specialist, Business Development Specialist, SVP

The Cash Product Salesperson is a driven professional role, who will lead treasury opportunities, with a focus on new client acquisition across all industry verticals.  Given that our business continues to grow exponentially, this role is integral to both executing on the strategy to both grow our existing client base wallet share but also acquire new clients in a rapid fashion.

This person will be seen as a subject matter expert for full suite of Treasury Solutions (Cash, Cards, Trade) across all industry segments within the North American Commercial Bank and will be expected to attend pipeline meetings for the Sales organization, providing input from their own perspective on any current opportunities. This also extends to presenting best practices and sales disciplines, not just in the Cash Sales Team but in front of the wider CCB Banking community, as well as applicable partners.

This role will be expected to integrate subject matter and industry expertise across all relevant sectors, including disrupter verticals in the early stage company life cycle.  Requiring in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business.

Must be able to demonstrate strong communication and diplomacy skills, especially at points of escalation.  Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

Responsibilities:

• Responsible for managing all elements of Treasury Management sales cycle including business development, prospect qualification, needs analysis, proposal creation, solution presentation and close of sale
• Develop independent channels to prospect for new Treasury Management clients and manage the process to maintain a pipeline of potential targets.
• Interface with prospective clients to develop an understanding of their operating procedures, organization structures and needs, in order to identify and propose the optimal Citi treasury solutions
• Identify and coordinate new cross-sell opportunities with Coverage partners
• Build effective network working closely with overseas Citibank branches to design global treasury proposals
• Responsible for monthly win/loss analysis ensuring MIS systems
• Be responsible for an individual win goal in excess of $3Million annually
• Be part of a culture of responsible finance, good governance and supervision, expense discipline and ethics
• Ability to articulate complex ideas and analytics in succinct and easy to grasp form as well as conceptual framework creation
• Established or understanding of innovations and disruptive technologies in the corporate treasury space
• Deep understanding of client trends in liquidity, payments, working capital, risk management and treasury technology, and distill them for mass consumption and direct business impact
• Strong knowledge of the TTS and CCB cash management business, revenue drivers, and products
• Proven abilities to focus resources and leverage data and analysis to drive towards business objectives
• Desire to challenge the conventional, own a problem, bring others onboard, and drive the firm to creating solutions
• Strong self-motivation and ability to gather consensus on priorities and drive initiatives

Qualifications

• 5+ years of relevant direct Treasury Services sales experience required
• Certified Treasury Professional (CTP) preferred
• Proven track record of successful client-focused activity and ability to design best in class Treasury proposals
• Experience in developing new business specific to treasury services with a focus on companies with revenue of $100MM - $5BN in annual sales revenue
• Advanced knowledge of general banking operations, including treasury management, liquidity & investments, and/or other commercial banking products and services
• Strong problem solving and excellent interpersonal skills
• Committed, trusted team player
• High energy with strong initiative
• Efficient time management and organizational skills

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Job Family Group:

Commercial and Business Sales

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Job Family:

Commercial Product Sales

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Time Type:

Full time

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Primary Location:

San Francisco California United States

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Primary Location Full Time Salary Range:

$176,720.00 - $265,080.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Dec 17, 2025

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

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