Banking & Treasury Sales Specialist
il y a 2 jours
Citi Private Bank (CPB) Banking & Treasury Sales Specialist, you will work closely with Private Banker teams within your designated coverage area to assist in generating new business from prospective clients. The role involves consulting with clients, understanding their needs and delivering integrated banking, cash management and deposit product solutions. **Responsibilities** - Provide banking & treasury management product sales expertise, advice & consultation to existing clients and prospects. - Liquidity & Treasury Mgt. discussions, opportunity assessment & follow up - Treasury Mgt Demos & Discussion - Relationship Reviews. - Cultivate, communicate, and execute on defined business development & other strategic initiatives to drive incremental growth and support the client lines of business. - Coordinate and partner with pricing and promotions lead for seamless communication, execution, and feedback to the sales force on initiatives driving deposit growth and balance sheet optimization. - Solicit, track, and share client feedback with product management. Support feedback loop keeping internal partners & clients updated. - Sales Activity Tracking (Pipeline, Initiatives, Salesforce etc.) including wins, losses and large flows (in/out) inquiry and follow up. - Monitor daily, weekly, and monthly balances, flows, decliners, increases and then work with Pricing teams and bankers to take appropriate action. **Qualifications**: - 6-8 years of experience - Possess a minimum of 5 years of cash management, banking and client interfacing experience - Ability to think creatively to deliver business results, both independently and as part of a team. - Have knowledge of Treasury Management products, banking & the client sales cycle - Ideally proficient in European language, French, Italian, Spanish - Builds robust working relationships with clients and internal colleagues - Strong communication and presentation skills, both verbal and written - Excellent consultative selling & negotiation ability **Education**: - Bachelor's/University degree or equivalent experience - Certified Treasury Professional (CTP) designation or willingness to pursue within 1-2 years of hire**Job Family Group**: Private Client Product Services - **Job Family**: Banking Cash Management - **Time Type**: Full time - Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**. View the **EEO Policy Statement**. View the **Pay Transparency Posting
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Treasury Specialist
il y a 6 jours
Bertrange, Luxembourg Koch Global Services Temps plein**Your Job** Join our team in Katowice as **Treasury Specialist**. **Our Team** Be part of a Global Treasury Capability which manages the EMEA Treasury activities for several Global Corporate subsidiaries of Koch Industries Inc. Assist the Treasury Manager with the day-to-day EMEA cash management operations and treasury processes in a dynamic environment...
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Inside Sales Executive
il y a 2 semaines
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Finance Accounting Specialist
il y a 2 semaines
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Sccm Configuration Specialist
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Director - Asset Management Sales, Securities Services
il y a 7 jours
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Reference Data Specialist
il y a 2 semaines
Bertrange, Luxembourg WORLDLINE Temps pleinWorldline Europe SA is part of Worldline. Established in 2006, the company provides data integration services in an Application Service Provider (ASP) mode for banking, fund administration and insurance. Within our Luxembourgish entity Worldline Europe SA, we are looking for a Reference Data Specialist SSMS (M/F). **Your mission**: Within the reference data...
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il y a 2 semaines
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Emea Private Bank
il y a 2 jours
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Emea Private Bank
il y a 2 jours
Bertrange, Luxembourg Citi Temps plein**_Excited to grow your career?_** We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right for you, we encourage you to apply! Our people make all the difference in our success.**Responsibilities**: -...
