Cash Management Sales Officer

Citi; New York (NY); Hybrid; USD 117,000 - 195,000; Full time

Benefits offered by this job

Hybrid work model

Competitive comprehensive benefits

Job summary

Citi is seeking a Treasury Sales Business Development Officer for the Financial Institutions Group Cash Management Team in New York. You will advise relationship managers and clients on cash management strategies and drive measurable business outcomes through strategic opportunities and tailored solutions.

The role emphasizes cross-functional collaboration, regulatory awareness, and a strong commercial drive to grow a high-paced FIG portfolio within Citi.

Qualifications

• Expertise in cash management, treasury sales, or transaction banking.
• Ability to build senior client relationships with a consultative approach.
• Track record of structuring and closing complex deals balancing value and risk.
• Clear, persuasive communicator across functions and seniority levels.

Responsibilities

• Structure and deliver tailored cash management solutions aligned with client needs and operating models.
• Identify new client opportunities and expand Citi's cash management business.
• Design and structure innovative cash management solutions balancing opportunity with risk.

Skills

Cash management

Relationship management

Sales

Regulatory compliance

Strategic advisory

Negotiation

Education

Bachelor's degree

Job description

Citi is looking for a Treasury Sales Business Development Officer to join its Financial Institutions Group (FIG) Cash Management Team. This individual will serve as a trusted advisor to relationship managers and clients, shaping cash management solutions that drive measurable business outcomes. In this role, you will play a central part in identifying new opportunities and delivering strategic value across a high-paced FIG portfolio. You will operate as a recognized subject matter expert across various sub-sectors which include Asset Managers, Insurance, Broker Dealers, Hedge Funds, Private Equity and Venture Capital. This role requires strong commercial drive, structuring capabilities, and disciplined risk management.

Responsibilities

• Structure and deliver tailored solutions aligned with client operating models, liquidity needs, and broader cash management.
• Identify and pursue new client opportunities aligned with Citi's cash management value proposition, expanding the business through targeted outreach and solution development.
• Design and structure innovative cash management solutions that balance commercial opportunity with appropriate risk, ensuring deals deliver sustainable value for clients and the firm.
• Act as a strategic advisor to both relationship managers and clients, providing expert counsel on treasury and cash management strategy to inform decision-making.
• Execute on key strategic initiatives within the Financial Institutions Group, translating business priorities into client-facing outcomes.
• Share expertise and insights with peers and junior colleagues, contributing to a high-performing, knowledgeable sales team.
• Ensure all client activity and business decisions meet regulatory requirements and Citi's policies, applying sound judgement to protect the firm's integrity and reputation.

Required Qualifications & Skills

• Demonstrated expertise in cash management, treasury sales, or transaction banking within a financial services sector.
• Ability to build and sustain senior client relationships, combining commercial awareness with a consultative, solutions-oriented approach.
• Track record of structuring and closing complex deals that balance client value with risk considerations.
• Clear and persuasive communicator who can guide and influence colleagues and clients across functions and seniority levels.
• Solid understanding of regulatory frameworks and compliance obligations relevant to treasury and financial institutions business.
• Capable of working independently on complex deliverables while contributing effectively within a collaborative team environment.
• Minimum of 6-10 years commercial banking experience
• Undergraduate business degree
• Proven track record of supporting the growth of client relationships

Education

• Bachelors degree, potentially Masters degree

What We Offer

At Citi, you will work at the intersection of global financial markets and client strategy, within a team where your expertise directly shapes the outcomes of some of the most complex treasury relationships in the industry. This role offers meaningful autonomy, a collaborative culture built on high performance, and the platform to make an impact that extends across a global organization.

A hybrid working model offering 3 days in the office and 2 days working remotely, giving you the flexibility to perform at your best.

Strategic ownership of a high-value client portfolio within Citi's Financial Institutions Group, with the scope to influence outcomes at a business level.

Exposure to complex, market-leading cash management mandates that develop your expertise and deepen your commercial acumen.

A collaborative team environment where knowledge-sharing is valued and your contribution to the growth of colleagues and junior staff is recognized.

Access to Citi's global network and resources, enabling you to deliver world-class solutions and build relationships with leading financial institutions.

Ongoing learning and professional development opportunities that support your growth as a senior sales professional.

Competitive financial reward and a comprehensive benefits package aligned to the seniority and impact of the role.

Working Environment

• Working Environment: office setting, minimal travelling and working hours in the office may be required during projects.
• Effort: minimal physical effort required. High levels of prolonged and intense concentration may be required in front of computer.

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 Full Time Salary Range

$129,840.00 - $194,760.00

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.

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

Oct 08, 2026

Equal Opportunity Employer

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.

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.

View Citi’s EEO Policy Statement and the Know Your Rights poster.