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Client Executive

https://www.citi.com/ Logo

Citi

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Location:
United States, New York

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

129840.00 - 194760.00 USD / Year

Job Description:

The Client Executive will be dedicated to a portfolio of North America Financial Institutions and Non-Bank Financial Institutions clients, with the overall objective to support their global and regional growth and to foster seamless delivery of the full suite of Treasury and Trade Solutions products. Through disciplined client calling, responsible for all aspects of the relationship with the customer within North America, including service provision, organic revenue growth and compliance and risk management.

Job Responsibility:

  • Revenue retention and regional incremental cross sell
  • Commercialization of new or enhanced TTS products and services
  • Partner with TTS Solution Sales Managers and Global Client Executives
  • Identify opportunities to increase client wallet penetration
  • Create regular relationship reviews analyzing profitability and opportunities
  • Input deals into CRM system ensuring smooth handoff to Onboarding partners
  • Work with partners to remove road blocks and accelerate revenue realization
  • Monitor deals post go-live to ensure client utilization
  • Be client advocate to ensure prompt issue resolution
  • Drive best in class client experience
  • Develop relationship across client's organization to achieve 'Trusted Adviser' status
  • Enhance collaboration across product and customer groups
  • Manage client's expectations and engage in difficult discussions
  • Strengthen client relationship working with product partners across TTS

Requirements:

  • 6-10 years of relevant experience
  • Proactive and positive attitude
  • Disciplined, highly organized and self-motivated
  • Highly accurate worker with high level of attention to detail
  • Able to perform under pressure and work to deadlines
  • Results and service oriented
  • Very strong interpersonal skills
  • Excellent communication skills
  • Ability to manage and solve problems and conflicts
  • Strong leadership and influence skills
  • Respect for Compliance and Controls
  • Bachelor's degree/University degree or equivalent experience
  • Master's degree preferred

Nice to have:

  • Master's degree
  • Experience working within a cross-regional team
  • Understanding of North America financial markets, banking & payment industry and regulatory environment
  • Knowledge of competition in TTS Sales organization
What we offer:
  • Medical, dental & vision coverage
  • 401(k)
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off packages including vacation, sick leave, and paid holidays
  • Discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
October 07, 2025

Expiration:
October 10, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
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