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Banking & Cash Management Sales Associate

Company: Citi-US
Location: New York
Posted on: June 15, 2019

Job Description:

  • 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: 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 to are widely available to all. Brief Description of the Organization CBNA is the primary legal entity for Citi, providing products and services to consumers, financial institutions and corporate clients around the world. In the past, Citi has provided most of its internal reporting on a business by business basis. With the changes in the regulatory environment, strong legal entity reporting and governance has become essential. This team is responsible for ensuring that CBNA has the appropriate governance and control infrastructure to meet the demand for legal entity planning, execution, information management and the ever-evolving regulatory environment. Position Description As a Citi Private Bank (CPB) Cash Management Sales Associate, you will provide primary sales support to a Sales Officer covering Latin America as well as the North America Sales team. The Banking & Cash Management Sales team works closely with CPB banker teams across the Americas to assist in generating new banking & cash management business from existing & prospective clients. The successful Sales Associate candidate must possess knowledge of general business banking, deposit products and treasury management solutions. Objectives/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 of our banking platform to clients --- Visiting clients/prospects 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) --- Establish billing for implemented services and monitoring billing and account analysis requests --- Assist with analytical component of business development activities --- Support to the Sales Officers & Americas Sales Head with ad hoc reports & presentations Qualifications --- Possess a minimum of 3+ 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 prioritize and focus on key deliverables --- Highly responsive at all times --- Certified Treasury Professional (CTP) designation or willingness to pursue --- Proficiency in MS Office, internet applications & pipeline reporting systems Banking & Cash Management Sales Associate

Keywords: Citi-US, New York , Banking & Cash Management Sales Associate, Executive , New York, New York

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