The Cash Management Sales Officer is a support role for the Cash Sales team. The role requires the candidate to have an excellent analytical skills in order to filter, prioritize and validate potentially complex and dynamic materials from multiple sources. Good communication and diplomacy skills are basic requirements for this position. Work and performance of all teams in the area are directly affected by the performance of the individual.Responsibilities:
- Provides direct sales support to Treasury Consultants (SALES) in covered markets. Position is focused on revenue generating activities associated with the sale of Treasury Products and Services. Activities may include: preparing proposals and pricing analysis, assist with RFPs and presentational materials
- Assist Sales team in CRM entries, exception pricing reviews/requests and ad-hoc related activities
- Good, solid knowledge of cash management product suites and able to solution for clients.
- Coverage on product sales related inquiries from Treasury Sales, Bankers, other internal partners and clients
- Joins Treasury Consultants (Sales) on in person sales meetings or conference calls when appropriate.
- Maximizes client experience by proactive sharing markets updates, trend and intelligence
- Identifies cross-sell opportunities to deepen and increase share of wallet;
- Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
- 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:
- 2-5 years commercial banking or relevant experience
- Ability to work effectively in team setting
- Excellent interpersonal, communication and influencing skills
- A self-starter, with positive/can-do approach, embraces changes and is bold
- High level of energy, enthusiasm and motivation
- Highly focused, able to rapidly identify key priorities, clearly communicate the priorities
- Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients’ needs.
- Proficient in data analytics, excel and organizational skills
Education:
- Bachelors/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Commercial Product Sales
Time Type:
Full timeView the " " poster. View the .
View the .
View the