Role at a glance
- Job function
-
Sales Financial Services & Insurance Sales
- Salary
- Not Disclosed
- Location
- San Pedro Garza Garcia Nuevo Leon Mexico
- Work arrangement
- Hybrid
- Employment
- Full-time
- Experience
- 2-5 years commercial banking or relevant experience
- Education
- Bachelors/University degree or equivalent experience
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We’ll check it against the original posting.
Role Summary
The Cash Management Sales Officer provides sales support to Treasury Consultants in covered markets and supports the sale of Treasury Products and Services. The role coordinates proposals, pricing, approvals, pipeline tracking, client inquiries, and sales interactions while supporting risk and compliance standards.
What You'll Do
- Provide direct sales support to Treasury Consultants in covered markets.
- Prepare proposals and pricing analysis, assist with RFPs and presentations, and coordinate credit approvals and exception pricing.
- Coordinate data input for tracking pipeline and activity.
- Establish and maintain relationships with Treasury Consultants and Bankers that are directly supported.
- Provide coverage on product sales related inquiries from Treasury Sales, Bankers, other internal partners and clients.
- Join Treasury Consultant on in person sales calls or conference calls when appropriate.
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
2-5 years commercial banking or relevant experience; experiencia en ventas de productos financieros de 2 a 5 años; disponibilidad de viajar; manejo de paquete Office; Excel avanzado; actitud de servicio al cliente interno y externo.
Required
- 2-5 years commercial banking or relevant experience
- Experiencia en ventas de productos financieros de 2 a 5 años
- Disponibilidad de Viajar
- Manejo de paquete Office
- Excel avanzado
- Actitud de servicio al cliente interno y externo
Original job description
Content provided by the employer
Original job description
Content provided by the employer
The Cash Management Sales Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Responsibilities:
- Provide direct sales support to Treasury Consultants in covered markets.
- Places focus on revenue generating activities associated with the sale of Treasury Products and Services.
- Prepares proposals and pricing analysis, assist with RFPs and presentations, coordinate credit approvals and exception pricing, coordinate data input for tracking pipeline and activity
- Establishes and maintains relationships with Treasury Consultants and Bankers that are directly supported.
- Provides coverage on product sales related inquiries from Treasury Sales, Bankers, other internal partners and clients
- Joins Treasury Consultant on in person sales calls or conference calls when appropriate.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
- 2-5 years commercial banking or relevant experience
Education:
- Bachelors/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Experiencia en ventas de productos financieros de 2 a 5 años.
Disponibilidad de Viajar
Manejo de paquete Office
Excel avanzado
Actitud de servicio al cliente interno y externo
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Job Family Group:
Commercial and Business Sales------------------------------------------------------
Job Family:
Commercial Product Sales------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
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About the company
Citi
Large Enterprise
Citi is a global financial services corporation that offers a wide range of financial products and services, including consumer banking, credit, investment banking, and wealth management. With a presence in nearly 100 countries, Citi serves millions of customers, from individuals and small businesses to large corporations and governments. The company is dedicated to innovation and sustainability, actively working to support economic growth while addressing environmental and social challenges. Citi’s commitment to providing exceptional service and fostering diverse talent makes it a prominent choice for students aspiring to build a career in finance and banking.