Overview
the cash management sales officer is a developing professional role.
deals with most problems independently and has some latitude to solve complex problems.
integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices.
applies analytical thinking and knowledge of data analysis tools and methodologies.
requires attention to detail when making judgments and recommendations based on the analysis of factual information.
typically deals with variable issues with potentially broader business impact.
applies professional judgment when interpreting data and results.
breaks down information in a systematic and communicable manner.
developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information.
moderate but direct impact through close contact with the business\' core activities.
quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
responsibilities
provide direct sales support to treasury consultants in covered markets.
places focus on revenue generating activities associated with the sale of treasury products and services.
prepares proposals and pricing analysis, assist with rfps and presentations, coordinate credit approvals and exception pricing, coordinate data input for tracking pipeline and activity.
establishes and maintains relationships with treasury consultants and bankers that are directly supported.
provides coverage on product sales related inquiries from treasury sales, bankers, other internal partners and clients.
joins treasury consultant on in person sales calls or conference calls when appropriate.
avoids material risks by ensuring decisions consider the firm\'s reputation and safeguarding citigroup, its clients and assets, and 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
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.
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job family group:
commercial and business sales
job family:
commercial product sales
time type:
full time
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most relevant skills
please see the requirements listed above.
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other relevant skills
for complementary skills, please see above and/or contact the recruiter.
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citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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