Commercial Bank - Cash Management Sales Officer, Vice President

Overview

Citi Commercial Bank | Business Development Specialist, VP

The Cash Product Salesperson is a driven professional role that will lead treasury opportunities, with a focus on new client acquisition across all industry verticals. As the business grows, this role is integral to both expanding wallet share with existing clients and rapidly acquiring new clients. The person will be a subject matter expert for the full suite of Treasury Solutions (Cash, Cards, Trade) across all industry segments within the North American Commercial Bank and will attend pipeline meetings, providing input on current opportunities.

The role also involves presenting best practices and sales disciplines to the wider CCB Banking community and applicable partners. The candidate should integrate subject matter and industry expertise across relevant sectors, including disrupter verticals in the early-stage company life cycle, and coordinate with the function’s and business objectives. Strong communication and diplomacy skills are essential, especially at escalation points, with the ability to influence decisions through advice and facilitation of services in the area of specialization.

Work and performance of all teams in the area are directly affected by the performance of the individual.

• Interface with a prospective client to understand operating procedures, organizational structures, and needs, to identify and propose Citi solutions
• Collaborate with Sales and Coverage partners to focus on revenue expansion and cross-sell opportunities
• Identify and coordinate new cross-sell opportunities with Coverage Partners
• Build and maintain an effective network, including close collaboration with overseas Citibank branches
• Responsible for monthly win/loss analysis ensuring MIS systems are in place
• Support a culture of responsible finance, governance, ethics, and expense discipline
• Be responsible for an individual win goal in excess of $2 million annually
• Articulate complex ideas and analytics succinctly and create conceptual frameworks
• Understand innovations and disruptive technologies in the corporate treasury space
• Deeply understand client trends in liquidity, payments, working capital, risk management, and treasury technology, and translate them into business impact
• Strong knowledge of the TTS and CCB cash management business, revenue drivers, and products
• Use data and analysis to drive toward business objectives
• Challenge conventional thinking, own problems, and drive solutions with cross-functional collaboration
• Demonstrate strong self-motivation and ability to gain consensus on priorities and drive initiatives

• 5 years of relevant Treasury Services experience
• Proven track record of client-focused activity and ability to design best-in-class Treasury proposals
• Strong relationship and client management
• Strong problem solving and interpersonal skills
• Committed, trusted team player with high energy and initiative
• Efficient time management and organizational skills
• Excellent communication and influencing skills
• Strong analytical and problem-solving skills
• Proven ability to deliver presentations and communicate effectively, including via virtual platforms
• Proficient in PowerPoint, Excel, and analytical skills
• Education:
  
  Bachelor’s degree, Master’s a plus

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Job Family Group:
Commercial and Business Sales

Job Family:
Commercial Product Sales

Time Type:
Full time

Primary

Location:

Chicago, Illinois, United States

Primary Location Full Time Salary Range: $ - $

Benefits:
Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off packages (vacation, sick leave, holidays). Availability of benefits may vary by jurisdiction, job level, and date of hire.

Anticipated Posting Close Date:
Jan 16, 2026

Citi is an equal opportunity employer, and qualified candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our tools or apply, please review Accessibility  Citi’s EEO Policy Statement and the Know Your Rights poster.