Treasury and Trade Solutions Client Executive (Hybrid)

Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in client management, problem solving and communication to Citi’s Treasury & Trade Solutions team.

By Joining Citi, you will become part of a global organization whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Team/Role Overview

Treasury and Trade Solutions (TTS) is a market leading, award-winning provider of cash management, cards and trade solutions to financial institutions, public sector, and corporate clients around the world. With a global network spanning  90+ countries, we are uniquely qualified to service clients with local and cross-border interests and provide integrated reporting and management.

TTS is a highly innovative organization with a strong digital agenda; new products and services are continuously being developed to meet our client’s rapidly evolving treasury requirements and unlock new opportunities for growth. We provide clients with dynamic information, tools, and APIs to effectively manage their portfolios, financial positions, working capital and supply chains.

Interface with TTS clients working closely with TTS Solution Sales & Product Sales team with a defined portfolio of Financial Institution clients to develop an understanding of their operating procedures, organizations structures and Transaction Service needs in identify and supporting the delivery of TTS Products. Working closely in partnership across the TTS Sales team and client to identify opportunities to enhance the clients existing solutions focusing on revenue expansion and retention of existing business. Responsible for working with key stakeholders to drive deals through Implementation ensuring ramp up of revenue, product adoption and driving digital agenda for the clients. Drive the Client Experience by being a client advocate in managing the Citi network, to ensure client satisfaction and retention of business. Ensuring proactive communication with key decision makers within the client organization as well as the internal client team

What you will do:

• Work with TTS Solution Sales & Product Sales Managers to ensure understanding of key TTS Sales activities for portfolio drive completion of projects through product adoption and revenue realization.
• Provide support where necessary for the coordination of critical projects with relevant stakeholders within TTS such as Implementation of new solutions, VOC (Voice of the Client) feedback and associated action plans.
• Support Citi Know Your Customer /Anti-Money Laundering requirements for new business opportunities for a defined portfolio of clients.
• Where required, lead client communication of Product migrations, regulatory changes and market updates for portfolio being a client advocate internally and support driving the change management agenda for TTS.
• Responsible for hosting proactive Client Experience TTS relationship reviews with key client contacts in addition to the Decision Maker.

• Work in close partnership with key stakeholders to have visibility of pending actions and ensure timing completion or support provided to drive adoption and revenue realization.
• As part of product adoption, responsible to ensure pricing set up is correct and for new business Product Sales pricing is clearly defined and shared with the Client Executive and clients.
• Be the client advocate to ensure Client issues are addressed promptly working with partners in Service and Operations and utilize client forums such as C@R to facilitate and drive resolution where necessary. Be responsible for driving superior client satisfaction.
• Responsible for review of monthly revenue analysis for defined client portfolio by preparing summaries/ forecasts and communicating findings to respective stakeholders.
• Work closely with client to understand ad-hoc credit needs to facilitate their treasury requirements working with Banking, Capital Markets & Advisory /Global Solutions Group to ensure allocation of credit. Participate in monthly OD management process.
• Manage documentation deficiency and deferral process for assigned portfolio working with Risk and Compliance to ensure adherence to Citi policies.

What we’ll need from you:

• Significant experience in Client Management roles.
• Relevant Treasury / Cash Management experience.
• Excellent interpersonal, influencing and diplomacy skills to manage internal and client relationships.
• Strong analytical and problem-solving skills.
• Clear and concise written and verbal communication skills.
• Time management and organizational skills.
• Bilingual in English and French (spoken and written) is required

What we can offer you:

This role will allow an individual to develop a strong understanding of a customer Treasury organization, specific industries, and treasury functions. Provide a thorough understanding of the TTS business, its products, risks, and controls. Develop and grow their Citi network across the globe. It will also provide the opportunity to expand and strengthen one's knowledge to move to other opportunities within Sales, Product or Risk.

We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well

Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.

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Job Family Group:

Institutional Sales

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Job Family:

Investor Sales

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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