Tts Client Executive, Citi

Citi

Location:
Poland, Warsaw

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The TTS Client Executive operates as the leader and primary client interface for a dedicated portfolio, fostering a strategic partnership with the client; In close collaboration with TTS Sales, Banking, and Product teams, the CE's core objective is to lead the client experience journey by deeply understanding client treasury needs and operational frameworks

Job Responsibility:

Strategic engagement in collaboration across Sales and Product to ensure a deep understanding of key TTS Sales activities, driving project completion through decisive product adoption and sustained revenue realisation
Own the coordination of critical projects with relevant TTS stakeholders, including the implementation of new solutions, proactively driving Voice of the Customer (VOC) feedback and leading associated action plans
Direct and manage CITIKYC/AML requirements for new business opportunities within a defined client portfolio
Lead all client communication regarding product migrations, regulatory changes, and market updates. Act as the principal client advocate internally, spearheading the change management agenda for TTS
Lead proactive Client Experience TTS relationship reviews with key client contacts and decision-makers
Drive and oversee collaboration with key stakeholders to maintain visibility of pending actions, ensure timely completion, and provide necessary support to accelerate adoption and revenue realisation
For product adoption and new business opportunities, partner strategically with Sales to ensure the client-facing team has a clear understanding of client pricing and communicates effectively across the network and with the client
Champion client issues, ensuring prompt and effective resolution by collaborating with Service and Operations partners and leveraging client forums to secure superior client satisfaction and retention
Manage annual revenue budgeting, including ongoing review of monthly revenue analysis, preparing summaries/forecasts for the defined client portfolio, and communicating findings to stakeholders to safeguard and grow revenue
Ensure strict compliance with TTS credit, risk, and sales processes
Strategically engage with clients to understand ad-hoc credit needs, facilitating their treasury requirements, and working with banking partners to ensure credit allocation. Participate in the monthly Overdraft (OD) management process
Ensure key stakeholders are proactively informed of client needs regarding product and new requirements
Ensure AML inquiries are handled promptly and thoroughly, adhering to Citi policies
Lead collaboration with Operations and Legal partners for client novations

Requirements:

Customer Service
Relationship Management
Sales
Senior Operations
Proven track record of autonomous leadership in client-focused activity
Demonstrated ownership and independent execution of tasks and responsibilities
Beneficial experience in Back Office Cash Management or Trade Operations
Language Skills: German, French, and Italian are advantageous
Exceptional Time Management and Organisational Skills
High energy with strong initiative and proactive leadership
Strong problem-solving skills and independent decision-making
Excellent interpersonal and influencing skills
Committed
Trusted team player

Nice to have:

Language Skills: German
Language Skills: French
Language Skills: Italian

What we offer:

Private Medical Care Program
Life Insurance Program
Pension Plan contribution (PPE Program)
Employee Assistance Program
Paid Parental Leave Program (maternity and paternity leave)
Sport Card
Holidays Allowance
Sport and team recreation activities
Special offers and discounts for employees
Access to an array of learning and development resources
A discretional annual performance related bonus

Additional Information:

Job Posted:
October 29, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Tts Client Executive