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Business Development Specialist

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Citi

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Location:
United States , San Francisco ▼

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Category:
Finance

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Contract Type:
Not provided

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Salary:

176720.00 - 265080.00 USD / Year
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Job Description:

The Cash Product Salesperson is a driven professional role, who will lead treasury opportunities, with a focus on new client acquisition across all industry verticals. This person will be seen as a subject matter expert for full suite of Treasury Solutions (Cash, Cards, Trade) across all industry segments within the North American Commercial Bank.

Job Responsibility:

  • 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
  • Interface with prospective clients to develop an understanding of their operating procedures, organization structures and needs, in order to identify and propose the optimal Citi treasury solutions
  • Identify and coordinate new cross-sell opportunities with Coverage partners
  • Build effective network working closely with overseas Citibank branches to design global treasury proposals
  • 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

Requirements:

  • 5+ years of relevant direct Treasury Services sales experience required
  • 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
What we offer:
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Additional Information:

Job Posted:
March 22, 2026

Expiration:
May 02, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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