+ Primary Location: United States,New York,New York
+ Education: Bachelor's Degree
+ Job Function: Private Client Product Mgmt
+ Schedule: Full-time
+ Shift: Day Job
+ Employee Status: Regular
+ Travel Time: Yes, 10 % of the Time
+ Job ID: 17061373
Description
About Citi
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 institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.
Citi’s Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.
Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.
Job Overview:
As a Citi Private Bank (CPB) Cash Management Sales Associate, you will provide sales support to a team of CPB Banking & Cash Management Sales Specialists located in NY, FL & CA.
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 to prospects & clients
• Visiting clients/prospects with the Sales Specialists and providing post meeting follow-up
• Preparing client relationship reviews & presenting them with Sales Specialists to clients
• Submitting, tracking & following up on implementation requests (new product additions, maintenance requests & termination of services)
• Establish billing for implemented services and monitoring billing and account analysis requests
• Ad-hoc sales initiatives & banking projects
• Attend GMM product partner sales meetings
• Routinely meet with product and implementation partners
• Join weekly CCB treasury channel call and disseminate summary of call to the team
• Review and participate in weekly Banking Sales Pipeline
Qualifications
• Possess a minimum of 3-5 years of banking experience
• 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 or willingness to pursue within 1-2 years of hire
• Proficiency in MS Office, internet applications & pipeline reporting systems
Work location: New York, NY