Job details
Description:
As a Citi Global Wealth Management (CGW) Private Bank Treasury Management Sales Associate, you will provide added sales support to a team of seasoned CGW Private Bank Banking & Treasury Management Sales Specialists. These Sales Specialists work closely with CGW Private Bank Banker teams across the Americas to assist in generating new Deposit & Treasury Management business from existing & prospective clients across the Americas. The successful Sales Associate candidate must possess knowledge of general business banking, depository & treasury management solutions.
Objectives/Fundamental Responsibilities:
- Preparing & presenting comparative fee analyses, product proposals & RFP’s
- Following up on inquiries from clients & bankers regarding Banking & Treasury Management services
- Client deepening & proactive uncovering of new business opportunities
- Conducting online banking tutorials & demonstrations to clients
- Visiting clients/prospects alone or with the Sales Specialists and providing post meeting follow-up
- Preparing client relationship review materials & presenting them with Sales Specialists
- Submitting, tracking & following up on implementation requests (new product additions, maintenance requests & termination of services).
- Manage Treasury Management and Liquidity pipeline.
- Routinely connect with product and implementation partners. Coordinate strategic trainings and internal demos for internal staff on platform functionality.
- Attend weekly treasury channel calls and disseminate summaries of key topics
- Establish billing for implemented services and monitoring billing and account analysis requests
- Continually focus on personal growth & development – targeted trainings, development courses, seminars etc.
- Ad hoc financial projects and monthly business reviews for the sales head
Qualifications:
- Possess a minimum of 3-5+ years of banking experience. Current or previous role as a Treasury Management Implementation Specialist, Associate, or Service Officer, a plus.
- Experience working with Commercial, Middle Market, Corporate or Wealth Clients a plus
- B.A./B.S. (required)
- Knowledge of treasury management products, banking & the client sales cycle
- Awareness of Wealth Management (preferable, but not required)
- High degree of professionalism
- Strong written, listening & verbal communication skills
- Attention to detail and consistent follow-up skills
- Ability to prioritize and display general responsiveness at all times
- Certified Treasury Professional (CTP) designation and/or willingness to pursue a plus
- Proficiency in MS Office Suite, DocuSign, Adobe internet applications & Salesforce Sales Management tools
Education Level: Bachelor's Degree
Primary Location: NAM-USA-NY/FL
Schedule: Full-time
Shift: Day Job
Employee Status: Regular
Travel: Yes, up to 20% of the time
Relocation: No
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Job Family Group:
Private Client Product Services------------------------------------------------------
Job Family:
Banking Cash Management------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
New York New York United States------------------------------------------------------
Primary Location Full Time Salary Range:
$121,200.00 - $181,800.00
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.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Anticipated Posting Close Date:
Feb 27, 2026------------------------------------------------------
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