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Description:As a Citi Global Wealth Management (CGW) Wealth at Work Treasury Management Sales Associate, you will provide added sales support to a team of seasoned CGW Banking & Treasury Management Sales Specialists covering the East Coast. These Sales Specialists work closely with CGW Wealth at Work banker teams across the Americas to assist in generating new banking & Treasury Management business from existing & prospective clients across the Wealth at Work Verticals namely, Law Firms, Asset Managers, Professional Services etc. The successful Sales Associate candidate must possess knowledge of general business banking, treasury management products and implementation and depository solutions.Objectives/Fundamental Responsibilities:
Preparing & presenting comparative fee analyses, product proposals & RFP’s
Following up on inquiries from clients & bankers regarding Banking & Treasury 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
Qualifications:
Possess a minimum of 5-7+ years of banking experience
Current or previous role as a Treasury Management Implementation Specialist, Sales Associate or Service officer a plus.
Experience working with Commercial, Middle Market or Corporate Clients
B.A./B.S. (required)
Knowledge of treasury management products, banking & the client sales cycle
Awareness of Wealth Management (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 display general responsiveness at all times
Certified Treasury Professional (CTP) designation and/or willingness to pursue a plus
Proficiency in MS Office Suite, DocuSign, Adobe internet applications & Salesforce Sales Management tools
Education Level : Bachelor's DegreePrimary Location : NAM-USA-NYSchedule : Full-timeShift : Day JobEmployee Status : RegularTravel : Yes, up to 20% of the timeRelocation: NoJob Family Group:Private Client Product ServicesJob Family:Banking Cash ManagementTime Type:Full timePrimary Location:New York New York United StatesPrimary Location Salary Range:$125,540.00 - $188,310.00Citi 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/OFCCPEEOSupplementFinalJRFQA508c.pdf) .View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeoaapolicy.pdf) .View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp%20EnglishformattedESQA508c.pdf)Citi is an equal opportunity and affirmative action employer.Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Vacancy expired!