Talent.com
Deposit & Treasury Management Sales Specialist Senior Vice President

Deposit & Treasury Management Sales Specialist Senior Vice President

CitigroupDallas, TX, US
7 hours ago
Job type
  • Full-time
Job description

Deposit & Treasury Management Sales Specialist Senior Vice President

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

As a Citi Private Bank (CPB) Deposit & Treasury Management Sales Specialist, you will be a pivotal member of our cohesive sales team owning and driving the deposit and treasury management sales business for the South Region. This includes developing a close and highly collaborative working relationship with the region's Market Executive, Private Banker teams and other product partners throughout the region. Your primary mission will be to drive new business acquisition from prospective clients and deepen relationships with our existing client base through active business development, consultation and advice driven solutioning of liquidity and treasury management products. This role demands a comprehensive understanding of clients' Deposit & Treasury Management needs, enabling you to strategically position and deliver tailored solutions that optimize their business banking operations.

You will maintain continuous engagement with CPB Banker Teams and directly interface with clients in a sales capacity, demonstrating exceptional sales acumen and product knowledge. A high degree of professionalism and a deep understanding of general business banking, private banking & wealth management, treasury management tools, and deposit product solutions are essential for success in this role.

Objectives / Fundamental Responsibilities :

Driving Sales and Client Engagement :

  • Attend and actively participate pertinent deposit, pricing and treasury management updates at Market Executive Sales Meetings
  • Ensure ongoing travel to CPB offices within your designated coverage area to foster strong collaboration and client relationships.
  • Provide expert deposit and treasury management product sales guidance to private banker teams, supporting the retention and generation of new banking depository and treasury management business from prospective private bank clients.
  • Directly engage with key client stakeholders, including CFOs, CEOs, Controllers, Treasurers, and Accounting Staff.
  • Employ a consultative sales approach to thoroughly understand and evaluate clients' business needs, recommending optimal solutions.
  • Facilitate meaningful discussions with clients to address critical issues and propose integrated treasury management and depository solutions.
  • Maintain a strong grasp of the liquidity and rate environment, effectively explaining its impact on bank balance sheets to clients.

Relationship Management and Sales Growth :

  • Nurture and deepen existing private bank client relationships, ensuring high levels of satisfaction and loyalty.
  • Lead and execute on all Strategic Business Development Initiatives.
  • Conduct regular banker portfolio and client relationship reviews to identify and capitalize on new business opportunities.
  • Prepare and present compelling treasury management competitor statement analyses and product proposals to showcase our value proposition.
  • Proactively keep CPB offices and clients informed of new products, enhancements, and industry developments.
  • Contribute to the creation and maintenance of a robust working relationship with the overall banking deposits, pricing, and product management team, actively sharing ideas and feedback to drive continuous improvement.
  • Qualifications :

    Experience & Education :

  • Minimum of 10 years of progressive experience in treasury management, banking, and client-facing roles.
  • Prior experience as an implementation manager, sales associate, or sales specialist within Private Banking / Wealth Management is a significant advantage.
  • Bachelor of Arts / Science (B.A. / B.S.) degree is required.
  • An MBA is a plus.
  • Certified Treasury Professional (CTP) designation or a willingness to pursue it is a plus.
  • Skills & Knowledge :

  • In-depth knowledge of Treasury Management products, banking processes, and the client sales cycle.
  • Demonstrated treasury management experience with diverse client segments, including Entrepreneurs, Financial Firms, Real Estate, Family Office, and Private Equity firms.
  • Exceptional professionalism in all interactions.
  • Strong ability to structure and position complex depository & pricing solutions.
  • Superior written, listening, and verbal communication skills.
  • Proven excellent consultative selling and negotiation abilities.
  • Meticulous attention to detail and consistent follow-up skills.
  • Proficiency in MS Office Suite, Salesforce CRM, Tableau, internet applications, and pipeline reporting systems.
  • Additional Information :

    Education Level : Bachelor's Degree

    Travel : Yes, up to 50% of the time

    Job Family Group : Private Client Product Services

    Job Family : Banking Cash Management

    Time Type : Full time

    Primary Location : Miami Florida United States

    Primary Location Full Time Salary Range : $158,400.00 - $237,600.00

    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.

    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.

    Create a job alert for this search

    Treasury Management Specialist • Dallas, TX, US

    Related jobs
    • Promoted
    Data Analytics Cloud Group Manager - Senior Vice President

    Data Analytics Cloud Group Manager - Senior Vice President

    Citigroup IncIrving, TX, United States
    Full-time
    The Data Analytics Cloud Group Manager is accountable for management of complex / critical / large professional disciplinary areas. Leads and directs a team of professionals.Requires a comprehensive und...Show moreLast updated: 3 days ago
    Executive Vice President of Brokerage Operations

    Executive Vice President of Brokerage Operations

    TCI TransportationBedford, Texas, US
    Full-time
    Quick Apply
    Since 1978, TCI Transportation has been dedicated to serving our clients in the only way we know how – with integrity, passion, and ingenuity. We’ve spent the past 4 decades expanding our locations ...Show moreLast updated: 30+ days ago
    • Promoted
    Regional Vice President, Enterprise Sales

    Regional Vice President, Enterprise Sales

    HearstDallas, TX, United States
    Part-time
    Exceed assigned sales quota and pipeline building objectives.Understands and can effectively.Proactively builds and executes on a. Build relationships with target accounts in the assigned territory ...Show moreLast updated: 3 days ago
    • Promoted
    Tax-Investment Funds - Dallas-Vice President Dallas • • Vice President

    Tax-Investment Funds - Dallas-Vice President Dallas • • Vice President

    Goldman Sachs Bank AGDallas, TX, United States
    Full-time
    Global Tax is a team of specialists charged with managing the firm’s worldwide taxes.Global Tax analyzes and supports the activities, operations, reporting obligations, and transactions of the firm...Show moreLast updated: 30+ days ago
    VP of Sales, Freight Forwarding

    VP of Sales, Freight Forwarding

    GpacDallas, Texas, United States
    Full-time
    Quick Apply
    If you are passionate about the freight forwarding industry and have proven success in a leadership capacity, this may be the role for you!. Well known leader in the transportation / freight forw...Show moreLast updated: 30+ days ago
    Vice President of Sales

    Vice President of Sales

    Asteris Lending LLCDallas, TX, US
    Remote
    Full-time
    Quick Apply
    Asteris Lending is a direct private lender for Real Estate Investments.We pride ourselves on our rapid growth, innovation, and the ability to provide exceptional service. Our focus is on business-pu...Show moreLast updated: 30+ days ago
    • Promoted
    Sr. Vice President Trade Finance Sales

    Sr. Vice President Trade Finance Sales

    First Citizens BankDallas, TX, US
    Full-time
    Objective : The Trade Finance Sales Officer (TSO) plays a pivotal role in driving revenue growth by actively identifying and successfully acquiring Trade Finance clients and deals, with the goal of ...Show moreLast updated: 21 days ago
    • Promoted
    VP of Sales - Remote

    VP of Sales - Remote

    TradeJobsWorkForce75074 Plano, TX, US
    Remote
    Full-time
    VP of Sales Remote Job Duties : • Build, lead and manage a top-flight sales team : • Ensure “A”- leve...Show moreLast updated: 30+ days ago
    • Promoted
    Solutions Architecture Lead Analyst Vice President

    Solutions Architecture Lead Analyst Vice President

    CitiIrving, TX, United States
    Full-time
    The Senior Solutions Architect candidate requires a strong knowledge and experience in developing architecture vision, strategy, and end to end solutions for complex financial business problems.The...Show moreLast updated: 3 days ago
    • Promoted
    Product Developer Vice President

    Product Developer Vice President

    CitiIrving, TX, United States
    Full-time
    The Product Developer is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the busi...Show moreLast updated: 3 days ago
    • Promoted
    Vice President, Loan Management & Due Diligence

    Vice President, Loan Management & Due Diligence

    Goldman Sachs & Co. LLCDallas, TX, US
    Full-time
    Job Duties : Vice President, Loan Management & Due Diligence with Goldman Sachs & Co.Work with the trading desk on various stages of potential non-performing, re-performing loan and new originations...Show moreLast updated: 1 day ago
    • Promoted
    Make More Money this Summer Driving Your Car. Drive with Uber!

    Make More Money this Summer Driving Your Car. Drive with Uber!

    UberRosser, TX, United States
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Solutions Architect Vice President

    Senior Solutions Architect Vice President

    CitiIrving, TX, United States
    Full-time
    Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and...Show moreLast updated: 3 days ago
    • Promoted
    • New!
    Client Solutions Architect - Payments - Vice President

    Client Solutions Architect - Payments - Vice President

    JPMorgan Chase Bank, N.A.Plano, TX, United States
    Full-time
    Harness your technical expertise to shape innovative client solutions and bridge product capabilities with real-world challenges. Collaborate closely with diverse teams, be the catalyst for transfor...Show moreLast updated: 21 hours ago
    • Promoted
    VP, Partnerships & Business Development- 25010455

    VP, Partnerships & Business Development- 25010455

    MoneyGramDallas, TX, United States
    Full-time
    Job Description - VP, Partnerships & Business Development (25010455).VP, Partnerships & Business Development - ( 25010455 ). We’re seeking a strategic and entrepreneurial leader to serve as our Vice...Show moreLast updated: 21 days ago
    • Promoted
    AVP, Product Strategy & Management

    AVP, Product Strategy & Management

    VizientIrving, TX, United States
    Full-time
    When you're the best, we're the best.We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authe...Show moreLast updated: 3 days ago
    • Promoted
    Engineering Lead Analyst Vice President

    Engineering Lead Analyst Vice President

    Citigroup IncIrving, TX, United States
    Full-time
    We are seeking a highly skilled and passionate.In this critical role, you will be instrumental in enabling Citi to seamlessly deploy applications into Citi's approved Cloud Providers.You will achie...Show moreLast updated: 3 days ago
    • Promoted
    Senior Solutions Architect Vice President

    Senior Solutions Architect Vice President

    Citigroup IncIrving, TX, United States
    Full-time
    Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and...Show moreLast updated: 3 days ago
    Vice President, DDRC Sales & Client Onboarding

    Vice President, DDRC Sales & Client Onboarding

    American Arbitration Association Inc.Dallas, TX, US
    Full-time
    The Vice President, DDRC Sales & Client Onboarding will drive growth and adoption of the American Arbitration Association’s (AAA) groundbreaking Digital Dispute Resolution platform (DDRC), an AI-na...Show moreLast updated: 30+ days ago
    Vice President of Sales

    Vice President of Sales

    UWorld, LLCIrving, TX, US
    Full-time
    Quick Apply
    Vice President of Sales Position Overview.UWorld is seeking an experienced Vice President of Sales to drive the sales strategy and execution for our portfolio of educational products.The ideal cand...Show moreLast updated: 30+ days ago