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Citi Private Bank (CPB) Deposit & Treasury Management Sales Specialist

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 :

Qualifications :

Experience & Education :

Skills & Knowledge :

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.

Most Relevant Skills : Please see the requirements listed above.

Other Relevant Skills : For complementary skills, please see above and / or contact the recruiter.

Anticipated Posting Close Date : Oct 23, 2025

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.