Provide product sales support to private banker teams within your coverage area to assist in generating new banking depository and treasury management business from prospective private bank clients
Directly interface with the client’s CFO, CEO, Controller, Treasurer & Accounting Staff
Understand & evaluate clients’ business needs by employing a consultative sales approach to determine their requirements and recommend solutions
Evoke meaningful discussions with clients around their critical issues and propose integrated cash management and banking solutions
Knowledge of BASEL III LCR requirements with ability to explain to clients and understand impact on bank’s balance sheet
Full Engagement & Execution on all Strategic Business Development Initiatives
Nurture and deepen existing private bank client relationships
Conduct banker portfolio and client relationship reviews to generate new business
Prepare and present competitor statement analyses and product proposals
Ongoing travel to CPB offices within your designated coverage area
Support the Proposal & RFP bidding processes
Proactively keep CPB offices and clients abreast of new products, enhancements and industry developments
Create and maintain a solid working relationship with the overall banking & custody team, product partners and colleagues throughout Citi
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
6-10 years of experience
Possess a minimum of 7 years of 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)
High degree of professionalism
Builds robust working relationships with clients and internal colleagues
Strong written, listening & verbal communication skills