Senior Treasury Solutions BD Leader

Citigroup Inc.; San Francisco (CA); On-site; USD 177,000 - 265,000; Full time

Job summary

Citigroup Inc. in San Francisco, CA, is seeking a Services Business Development Specialist to lead treasury opportunities and acquire new clients across industries.

You will be a subject matter expert for Services Treasury Solutions and work with Sales and Coverage to expand wallet share, presenting best practices and driving cross-border collaboration.

The role requires strong communication, strategic thinking, and a track record in corporate banking, treasury products, and revenue growth.

Qualifications

• 6–10 years in corporate or commercial banking.
• Undergraduate business degree; MBA preferred.
• Proven track record in prospecting and revenue growth.
• Strong communication and presentation skills.

Responsibilities

• Develop understanding of clients’ procedures to propose Citi solutions.
• Partner with Sales to expand revenue through cross-sell.
• Identify cross-sell opportunities with Coverage Partners.
• Coordinate with overseas Citibank branches.
• Conduct monthly win/loss analysis and MIS.
• Uphold governance, ethics, and expense discipline.
• Manage win goals exceeding $2M annually.
• Present complex ideas clearly and create frameworks.
• Understand treasury tech trends and liquidity/payments.
• Leverage data to drive business objectives.

Skills

Prospecting new clients

Cross-sell

PowerPoint

Excel

Communication skills

Negotiation

Treasury knowledge

Education

Undergraduate business degree

MBA or equivalent

Tools

PowerPoint

Excel

Job description

Citigroup Inc. in San Francisco, CA, is seeking a Services Business Development Specialist to lead treasury opportunities and acquire new clients across industries.

You will be a subject matter expert for Services Treasury Solutions and work with Sales and Coverage to expand wallet share, presenting best practices and driving cross-border collaboration.

The role requires strong communication, strategic thinking, and a track record in corporate banking, treasury products, and revenue growth.