11 days old

Citi Private Bank VP Banking & Cash Management Sales Associate (LATAM)

New York, NY 10176

As a Citi Private Bank (CPB) Cash Management Sales Associate, you will provide added sales support to a team of seasoned CPB Banking & Cash Management Sales Specialists covering Latin America. These Sales Specialists work closely with CPB banker teams across the LATAM to assist in generating new banking & cash management business from existing & prospective clients across Ultra High Net Worth (UHNW), High Net Worth (HNW) clients. The successful Sales Associate candidate must possess knowledge of general business banking, treasury management tools and deposit product solutions.

**Objectives/Fundamental Responsibilities:**

+ Preparing & presenting comparative fee analyses, product proposals & RFPs

+ Following up on inquiries from clients & bankers regarding Banking & Cash Management services

+ One off product sales to clients

+ Conducting online banking tutorials & online banking platform demonstrations to clients

+ Visiting clients/prospects alone or with the Sales Specialists and providing post meeting follow-up

+ Preparing client relationship reviews & presenting them with Sales Specialists

+ Submitting, tracking & following up on implementation requests (new product additions, maintenance requests & termination of services)

+ Routinely connect with product and implementation partners

+ Attend weekly treasury channel calls and disseminate summaries of key topics

+ Continually focus on personal growth & development targeted trainings, development courses, seminars etc.

+ Establish billing for implemented services and monitoring billing and account analysis requests

+ Ad hoc financial projects and monthly business reviews for the sales head


+ Possess a minimum of 7+ years of banking experience

+ Current or previous role as a Banking / Treasury Sales Associate

+ Experience working with Commercial, Middle Market or Corporate Clients

+ B.A./B.S. (required)

+ Fluency in English and Spanish required (Portuguese a plus)

+ 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 and/or willingness to pursue

+ Proficiency in MS Office, internet applications & pipeline reporting systems

+ Some travel in Latin America Required


**Job Family Group:**

Private Client Product Services


**Job Family:**

Banking Cash Management


**Time Type:**

Full time


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi) invite all qualified interested applicants to apply for career opportunities. 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm)** .

View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo\_aa\_policy.pdf) .

View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)


Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.


Posted: 2022-05-13 Expires: 2022-06-12

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Citi Private Bank VP Banking & Cash Management Sales Associate (LATAM)

New York, NY 10176

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