Treasury Cash Management Sales Lead (Hybrid)

Citi Group; New York (NY); Hybrid; USD 99,000 - 148,000; Full time

Benefits offered by this job

Hybrid work model

Global network of treasury teams

Mentorship from senior sales leaders

Structured learning & development

Job summary

Citi is seeking a Cash Management Sales Officer to support treasury product sales for technology, life sciences, and industrial clients in a hybrid New York office. You will prepare proposals, analyze pricing, and respond to product inquiries while mentoring teammates and ensuring compliance with Citi policies.

The role emphasizes cross-functional collaboration, revenue growth, and strong client service across a global bank with structured development opportunities and clear advancement paths.

Qualifications

• 3–5 years of experience in commercial banking or related treasury sales roles.
• Bachelor's degree or equivalent practical experience.
• Strong communication and diplomacy skills.
• Strong analytical skills to filter, prioritize, and validate information.
• Demonstrated ability to take on leadership responsibilities within a team.

Responsibilities

• Provide direct sales support to treasury consultants and bankers by preparing proposals, pricing analysis, and RFP materials.
• Develop and maintain relationships with business development officers and bankers.
• Respond to product inquiries from treasury sales teams and clients.
• Coordinate client pitches, pricing, billing and pipeline tracking.

Skills

Commercial banking

Treasury sales

Strong communication

Analytical thinking

Leadership within a team

Education

Bachelor's degree or equivalent practical experience

Job description

Citi is seeking a Cash Management Sales Officer to support treasury product sales for technology, life sciences, and industrial clients in a hybrid New York office. You will prepare proposals, analyze pricing, and respond to product inquiries while mentoring teammates and ensuring compliance with Citi policies.

The role emphasizes cross-functional collaboration, revenue growth, and strong client service across a global bank with structured development opportunities and clear advancement paths.