Treasury Sales Specialist
3 weeks ago
Citi Private Bank (CPB) is seeking a skilled Banking & Treasury Sales Specialist to join our team. As a key member of our sales team, you will work closely with Private Banker teams to generate new business from prospective clients. Your expertise in banking and treasury management will be essential in delivering integrated solutions to clients.
Key Responsibilities
- Provide sales expertise, advice, and consultation to clients and prospects on banking and treasury management products.
- Cultivate and execute business development initiatives to drive growth and support client lines of business.
- Coordinate with pricing and promotions teams to communicate and execute initiatives driving deposit growth and balance sheet optimization.
- Assist Regional Sales Lead with sales strategy, pipeline reporting, and ad-hoc projects.
- Solicit and share client feedback with product management to support the feedback loop.
- A good track record of experience in a similar role.
- Solid experience in cash management, banking, and client interfacing.
- Knowledge of Treasury Management products, banking, and the client sales cycle.
- Strong written, listening, and verbal communication skills.
- Excellent consultative selling and negotiation ability.
- Bachelor's/University degree or equivalent experience.
- Certified Treasury Professional (CTP) designation or willingness to pursue within 1-2 years of hire.
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.
-
Interim Treasury Specialist
1 month ago
London, Greater London, United Kingdom Tax & Treasury Recruitment Full time £700 - £800Treasury Consultant OpportunityWe are seeking a highly experienced Treasury Consultant to join our client, a FTSE250 company, on a 6-month contract basis. The successful candidate will be responsible for managing foreign exchange risk and leading on treasury strategy, processes, policies, and controls.Key Responsibilities:Manage foreign exchange risk through...
-
Interim Treasury Specialist
1 month ago
London, Greater London, United Kingdom Tax & Treasury Recruitment Full time £700 - £800Treasury Consultant OpportunityWe are seeking a highly experienced Treasury Consultant to join our client, a FTSE250 company, on a 6-month contract basis. The successful candidate will be responsible for managing foreign exchange risk and leading on treasury strategy, processes, policies, and controls.Key Responsibilities:Manage foreign exchange risk through...
-
Treasury Sales Specialist
4 weeks ago
London, Greater London, United Kingdom Citigroup Global Markets Limited Full timeJob Title: Banking & Treasury Sales SpecialistCiti Private Bank (CPB) is seeking a highly skilled Banking & Treasury Sales Specialist to join our team. As a key member of our sales team, you will work closely with Private Banker teams to generate new business from prospective clients.Responsibilities:Provide expert advice and consultation on banking and...
-
Treasury Sales Specialist
4 weeks ago
London, Greater London, United Kingdom Citigroup Global Markets Limited Full timeJob Title: Banking & Treasury Sales SpecialistCiti Private Bank (CPB) is seeking a highly skilled Banking & Treasury Sales Specialist to join our team. As a key member of our sales team, you will work closely with Private Banker teams to generate new business from prospective clients.Responsibilities:Provide expert advice and consultation on banking and...
-
Treasury Sales Specialist
6 days ago
London, Greater London, United Kingdom Investec Full timeJob DescriptionAbout the Role:We are seeking an ambitious and results-driven Treasury Sales Specialist to join our Corporate Treasury team at Investec. As a key member of our sales team, you will be responsible for acquiring and developing new corporate clients for our treasury products and services.Key Responsibilities:Acquire New Business:Generate leads...
-
Treasury Sales Specialist
4 weeks ago
London, Greater London, United Kingdom Citigroup Global Markets Limited Full timeJob Title: Banking & Treasury Sales SpecialistCiti Private Bank (CPB) is seeking a highly skilled Banking & Treasury Sales Specialist to join our team. As a key member of our sales team, you will work closely with Private Banker teams to generate new business from prospective clients.Responsibilities:Provide expert advice and consultation on banking and...
-
Treasury Sales Specialist
4 weeks ago
London, Greater London, United Kingdom Citigroup Global Markets Limited Full timeJob Title: Banking & Treasury Sales SpecialistCiti Private Bank (CPB) is seeking a highly skilled Banking & Treasury Sales Specialist to join our team. As a key member of our sales team, you will work closely with Private Banker teams to generate new business from prospective clients.Responsibilities:Provide expert advice and consultation on banking and...
-
Treasury Sales Specialist
3 weeks ago
London, Greater London, United Kingdom Investec Full timeJob Title: Treasury Sales SpecialistJob Summary:We are seeking a highly motivated and experienced Treasury Sales Specialist to join our team at Investec. As a key member of our sales team, you will be responsible for acquiring and developing new client relationships within our Corporate Treasury business.Key Responsibilities:Generate leads through campaigns,...
-
Treasury Risk Management Specialist
3 weeks ago
London, Greater London, United Kingdom Tax & Treasury Recruitment Full timeTreasury Consultant OpportunityWe are seeking a highly skilled Treasury Consultant to join our client's team in Marlow, Berkshire. As a key member of the treasury team, you will be responsible for managing foreign exchange risk and leading on the mitigation of this risk through various means.Key Responsibilities:Manage foreign exchange risk and develop...
-
Treasury Risk Management Specialist
3 weeks ago
London, Greater London, United Kingdom Tax & Treasury Recruitment Full timeJob DescriptionTax & Treasury Recruitment have been engaged by a leading FTSE250 client to recruit a Treasury Consultant for a short-term contract, to join their team in the UK.You will be a seasoned Treasury professional, specifically with extensive experience managing foreign exchange risk, gained within FTSE100/250 sized organisations. With the USD...
-
Treasury Sales Specialist
4 weeks ago
London, Greater London, United Kingdom ION Full timeJoin ION Corporates Commercial TeamWe are seeking a highly skilled and experienced Sales and Account Management professional to join our global commercial team. As a key member of our team, you will be responsible for identifying and establishing relationships with prospects within our addressable market, and providing them with treasury and/or commodity...
-
Treasury Sales Specialist
4 weeks ago
London, Greater London, United Kingdom ION Full timeJoin ION Corporates Commercial TeamWe are seeking a highly skilled and experienced Sales and Account Management professional to join our global commercial team. As a key member of our team, you will be responsible for identifying and establishing relationships with prospects within our addressable market, and providing them with treasury and/or commodity...
-
Treasury Sales Trader
3 weeks ago
London, Greater London, United Kingdom Barbara Houghton Associates Full timeJob Title: Banking Treasury Sales TraderAt Barbara Houghton Associates, we are seeking a highly skilled Banking Treasury Sales Trader to join our team. As a key member of our Treasury Products Sales Team, you will be responsible for developing and maintaining client relationships with Corporate Banking and Financial Institutions.Key Responsibilities:*...
-
Strategic Treasury Specialist
2 weeks ago
London, Greater London, United Kingdom HSBC Global Services Limited Full timeUnlock Business Growth with HSBC Innovation BankingAs a Strategic Treasury Specialist, you will play a pivotal role in helping scaling startups drive growth and develop their liquidity and treasury strategies. You will understand their practical and strategic objectives, and provide cash management and liquidity solutions tailored to their needs. Your...
-
Treasury Management Specialist
2 weeks ago
London, Greater London, United Kingdom Citigroup, Inc. Full timeCiti Private Bank (CPB) is seeking a highly skilled Banking & Treasury Sales Specialist to join our team. As a key member of our sales team, you will work closely with Private Banker teams to generate new business from prospective clients. Your primary responsibility will be to consult with clients, understand their needs, and deliver integrated banking,...
-
Global Treasury Sales Specialist
3 days ago
London, Greater London, United Kingdom ION Group Full timeAt ION Group, we're looking for a talented Global Treasury Sales Specialist to join our commercial team. This exciting role offers a unique opportunity to drive revenue growth by establishing relationships with businesses in key sectors and positioning innovative solutions.The ideal candidate will have 5+ years of experience in selling complex treasury...
-
London, Greater London, United Kingdom Bank of America Full timeJob Title: Treasury Product Payment Sales Solutions SpecialistWe are seeking a self-motivated, client-focused, and high energy level experienced Card and Comprehensive Payables Payment Sales Solutions Specialist to join our team in London within Global Payments Solutions (GPS).As a key member of our team, you will be responsible for leading product expert...
-
Treasury Operations Specialist
3 weeks ago
London, Greater London, United Kingdom Empirical Search Limited Full timeTreasury Operations SpecialistThe Treasury Operations Specialist will play a key role in supporting the company's treasury functions. This includes assisting with cash management banking solutions, managing liquidity and cash forecasting reporting, and ensuring accurate and timely financial information.Key ResponsibilitiesCash flow forecasting and...
-
Treasury Operations Specialist
3 weeks ago
London, Greater London, United Kingdom MARKET TALENT Full timeJob Title: Treasury Operations SpecialistMarket Talent is seeking a highly skilled Treasury Operations Specialist to join our team. As a key member of our Treasury Operations department, you will play a crucial role in maintaining the smooth and efficient operation of our treasury products and interbank market transactions.Key Responsibilities:Provide...
-
Treasury Specialist
4 weeks ago
London, Greater London, United Kingdom Traci Austen Consultancy Limited Full timeJob Title: Payments, FXWe are seeking a skilled Treasury Specialist to join our team at Traci Austen Consultancy Limited.The successful candidate will be responsible for working within a small Treasury Department that transacts Money market and bank to bank Foreign Exchange deals.Key responsibilities include:Assisting in the implementation and testing of a...