Banking & Treasury Sales Specialist
Citigroup Inc., City of Westminster
Banking & Treasury Sales Specialist
Salary Not Specified
Citigroup Inc., City of Westminster
- Full time
- Permanent
- Onsite working
Posted 2 weeks ago, 17 Oct | Get your application in now before you miss out!
Closing date: Closing date not specified
job Ref: 2673aea8675146d58fb1b8be94f1a026
Full Job Description
- Provide banking & treasury management product sales expertise, advice & consultation to existing clients and prospects. + Liquidity & Treasury Mgt. discussions, opportunity assessment & follow up + Treasury Mgt Demos & Discussion + Relationship Reviews.
- Cultivate, communicate, and execute on defined business development & other strategic initiatives to drive incremental growth and support the client lines of business.
- Coordinate and partner with pricing and promotions lead for seamless communication, execution, and feedback to the sales force on initiatives driving deposit growth and balance sheet optimization.
- Assisting Regional Sales Lead with: + National & Regional Sales, Strategy & Pipeline reporting + Reporting of Weekly wins/losses for the team + Ad hoc internal projects & partnerships
- Solicit, track, and share client feedback with product management. Support feedback loop keeping internal partners & clients updated.
- Sales Activity Tracking (Pipeline, Initiatives, Salesforce etc.) including wins, losses and large flows (in/out) inquiry and follow up.
- Monitor daily, weekly, and monthly balances, flows, decliners, increases and then work with Pricing teams and bankers to take appropriate action.
A good track record of experience in a similar role. - Solid experience in cash management, banking and client interfacing experience
- Have knowledge of Treasury Management products, banking & the client sales cycle
- Awareness of Private Banking (preferable but not required)
- Builds robust working relationships with clients and internal colleagues
- Strong written, listening & verbal communication skills
- Excellent consultative selling & negotiation ability
- Proficiency in MS Office, internet applications & pipeline reporting systems Education:
- Bachelor's/University degree or equivalent experience
- Certified Treasury Professional (CTP) designation or willingness to pursue within 1-2 years of hire
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