Cash Management Sales Officer — Treasury Solutions

Citi; New York (NY); On-site; USD 22,936 - 40,138; Full time

Job summary

Citi in CDMX is seeking a Cash Management Sales Officer. The role is a developing professional position that handles most problems independently, applying analytical thinking and strong communication skills to exchange complex information with precision.

Responsibilities include direct sales support to Treasury Consultants, revenue-focused activities for Treasury Products, preparing proposals and pricing analyses, and coordinating with various internal partners while maintaining compliance and

Qualifications

• 2–5 years of commercial banking or relevant experience.

Responsibilities

• Provide direct sales support to Treasury Consultants in covered markets.
• Focus on revenue-generating activities associated with the sale of Treasury Products and Services.
• Prepare proposals and pricing analysis, assist with RFPs and presentations, coordinate credit approvals and exception pricing, and coordinate data input for tracking pipeline and activity.
• Establish and maintain relationships with Treasury Consultants and Bankers that are directly supported.
• Provide coverage on product sales related inquiries from Treasury Sales, Bankers, other internal partners and clients.
• Join Treasury Consultant on in-person sales calls or conference calls when appropriate.
• Assess risk appropriately in business decisions, demonstrating consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets by driving compliance with applicable laws, rules and regulations, adhering to policy, and applying sound ethical judgment.

Skills

Commercial banking experience

Education

Bachelor's degree or equivalent

Job description

Citi in CDMX is seeking a Cash Management Sales Officer. The role is a developing professional position that handles most problems independently, applying analytical thinking and strong communication skills to exchange complex information with precision.

Responsibilities include direct sales support to Treasury Consultants, revenue-focused activities for Treasury Products, preparing proposals and pricing analyses, and coordinating with various internal partners while maintaining compliance and