Commercial Bank -Treasury Specialist, Business Development- Senior Vice Pre at Citi

San Francisco, California, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Mar, 26

Salary

0.0

Posted On

10 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Treasury Management, Business Development, Client Trends, Liquidity, Payments, Risk Management, Treasury Technology, Cash Management, Problem Solving, Interpersonal Skills, Time Management, Organizational Skills, Sales Cycle Management, Proposal Creation, Solution Presentation, Data Analysis

Industry

Financial Services

Description

Work and performance of all teams in the area are directly affected by the performance of the individual. Responsible for managing all elements of Treasury Management sales cycle including business development, prospect qualification, needs analysis, proposal creation, solution presentation and close of sale Develop independent channels to prospect for new Treasury Management clients and manage the process to maintain a pipeline of potential targets. Identify and coordinate new cross-sell opportunities with Coverage partners Responsible for monthly win/loss analysis ensuring MIS systems Be responsible for an individual win goal in excess of $3Million annually Be part of a culture of responsible finance, good governance and supervision, expense discipline and ethics Ability to articulate complex ideas and analytics in succinct and easy to grasp form as well as conceptual framework creation Established or understanding of innovations and disruptive technologies in the corporate treasury space Deep understanding of client trends in liquidity, payments, working capital, risk management and treasury technology, and distill them for mass consumption and direct business impact Strong knowledge of the TTS and CCB cash management business, revenue drivers, and products Proven abilities to focus resources and leverage data and analysis to drive towards business objectives Desire to challenge the conventional, own a problem, bring others onboard, and drive the firm to creating solutions Strong self-motivation and ability to gather consensus on priorities and drive initiatives 5+ years of relevant Treasury Services experience Certified Treasury Professional (CTP) preferred Proven track record of successful client-focused activity and ability to design best in class Treasury proposals Experience in developing new business specific to treasury services with a focus on companies with revenue of $100MM - $5BN in annual sales revenue Advanced knowledge of general banking operations, including treasury management, liquidity & investments, and/or other commercial banking products and services Strong problem solving and excellent interpersonal skills Committed, trusted team player High energy with strong initiative Efficient time management and organizational skills ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 16, 2025 ------------------------------------------------------

Responsibilities

Manage all elements of the Treasury Management sales cycle, including business development and proposal creation. Identify new cross-sell opportunities and maintain a pipeline of potential targets.