Cash Management Sales Officer
About the role
Citi is looking for a Treasury Sales Business Development Officer to join its Financial Institutions Group (FIG) Cash Management Team. This individual will serve as a trusted advisor to relationship managers and clients, shaping cash management solutions that drive measurable business outcomes. In this role, you will play a central part in identifying new opportunities and delivering strategic value across a high-paced FIG portfolio. You will operate as a recognized subject matter expert across various sub-sectors which include Asset Managers, Insurance, Broker Dealers, Hedge Funds, Private Equity and Venture Capital. This role requires strong commercial drive, structuring capabilities, and disciplined risk management.
Responsibilities
- Structure and deliver tailored solutions aligned with client operating models, liquidity needs, and broader cash management.
- Identify and pursue new client opportunities aligned with Citi's cash management value proposition, expanding the business through targeted outreach and solution development.
- Design and structure innovative cash management solutions that balance commercial opportunity with appropriate risk, ensuring deals deliver sustainable value for clients and the firm.
- Act as a strategic advisor to both relationship managers and clients, providing expert counsel on treasury and cash management strategy to inform decision-making.
- Execute on key strategic initiatives within the Financial Institutions Group, translating business priorities into client-facing outcomes.
- Share expertise and insights with peers and junior colleagues, contributing to a high-performing, knowledgeable sales team.
- Ensure all client activity and business decisions meet regulatory requirements and Citi's policies, applying sound judgement to protect the firm's integrity and reputation.
Requirements
- Demonstrated expertise in cash management, treasury sales, or transaction banking within a financial services sector.
- Ability to build and sustain senior client relationships, combining commercial awareness with a consultative, solutions-oriented approach.
- Track record of structuring and closing complex deals that balance client value with risk considerations.
- Clear and persuasive communicator who can guide and influence colleagues and clients across functions and seniority levels.
- Solid understanding of regulatory frameworks and compliance obligations relevant to treasury and financial institutions business.
- Capable of working independently on complex deliverables while contributing effectively within a collaborative team environment.
- Minimum of 6-10 years commercial banking experience.
- Undergraduate business degree.
- Proven track record of supporting the growth of client relationships.
Education
Bachelor's degree required; Master's degree potentially preferred.
Benefits
- Hybrid working model: 3 days in the office, 2 days remote.
- Strategic ownership of a high-value client portfolio within Citi's Financial Institutions Group, with scope to influence outcomes at a business level.
- Exposure to complex, market-leading cash management mandates that develop expertise and deepen commercial acumen.
- Collaborative team environment where knowledge-sharing is valued and contribution to the growth of colleagues and junior staff is recognized.
- Access to Citi's global network and resources, enabling delivery of world-class solutions and relationships with leading financial institutions.
- Ongoing learning and professional development opportunities supporting growth as a senior sales professional.
- Competitive financial reward and comprehensive benefits package aligned to the seniority and impact of the role.
- Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs.
- Paid time off packages including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
Pay
Primary Location Full Time Salary Range: $129,840.00 - $194,760.00. In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
Schedule
Full time. Hybrid model: 3 days in office, 2 days remote. Office setting with minimal travel; working hours in the office may be required during projects. High levels of prolonged and intense concentration may be required in front of computer; minimal physical effort required.
Location
New York, New York, United States