New York Seasonal Jobs

As a Citi Private Bank (CPB) Treasury Management Sales Associate, you will provide added sales support to a team of seasoned CPB Banking & Treasury Management Sales Specialists covering the Northeast and Florida. These Sales Specialists work closely with CPB banker teams across the Americas to assist in generating new banking & Treasury Management business from existing & prospective clients across Ultra High Net Worth (UHNW), High Net Worth (HNW) clients. Key segment focus includes Family Offices, Real Estate, Private Equity and Sports Teams/Leagues. The successful Sales Associate candidate must possess knowledge of general business banking, treasury management tools and deposit product solutions.

Objectives/Fundamental Responsibilities:

• Preparing & presenting comparative fee analyses, product proposals & RFP’s

• Following up on inquiries from clients & bankers regarding Banking & Cash Management services

• One off product sales to clients

• Conducting online banking tutorials & online banking platform demonstrations to clients

• Visiting clients/prospects alone or with the Sales Specialists and providing post meeting follow-up

• Preparing client relationship reviews & presenting them with Sales Specialists

• Submitting, tracking & following up on implementation requests (new product additions, maintenance requests & termination of services)

• Routinely connect with product and implementation partners

• Attend weekly treasury channel calls and disseminate summaries of key topics

• Continually focus on personal growth & development – targeted trainings, development courses, seminars etc.

• Establish billing for implemented services and monitoring billing and account analysis requests

• Ad hoc financial projects and monthly business reviews for the sales head

Qualifications:

• Possess a minimum of 5-7+ years of banking experience

• Current or previous role as a Banking / Treasury Sales Associate

• Experience working with Commercial, Middle Market or Corporate Clients

• B.A./B.S. (required)

• Knowledge of treasury management products, banking & the client sales cycle

• Awareness of Private Banking (preferable, but not required)

• High degree of professionalism

• Strong written, listening & verbal communication skills

• Attention to detail and consistent follow-up skills

• Ability to multi-task, prioritize and display general responsiveness at all times

• Certified Treasury Professional (CTP) designation and/or willingness to pursue

• Proficiency in MS Office, internet applications & pipeline reporting systems

Education Level : Bachelor's Degree

Primary Location : NAM-USA-NY, NY

Schedule : Full-time

Shift : Day Job

Employee Status : Regular

Travel : Yes, up to 20% of the time

Relocation: No

Job Family Group:

Private Client Product Services

Job Family:

Banking Cash Management

Time Type:

Full time

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Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.