Citi
Citi Commercial Bank - Business Development Specialist, Senior Vice President
Citi, San Francisco, California, United States, 94199
Citi Commercial Bank - Business Development Specialist, Senior Vice President
Citi Commercial Bank | Business Development Specialist, SVP
The Cash Product Salesperson is a driven professional role, who will lead treasury opportunities, with a focus on new client acquisition across all industry verticals. Given that our business continues to grow exponentially, this role is integral to both executing on the strategy to grow our existing client base wallet share and acquiring new clients rapidly.
This person will be seen as 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 be expected to attend pipeline meetings for the Sales organization, providing input from their own perspective on any current opportunities. The role also extends to presenting best practices and sales disciplines to the wider CCB Banking community, as well as applicable partners.
This role will be expected to integrate subject matter and industry expertise across all relevant sectors, including disruptive verticals in the early-stage company life cycle, requiring in-depth understanding of how areas collectively integrate within the sub-function and coordinate and contribute to the objectives of the function and overall business.
Responsibilities
Interface with prospective clients to develop an understanding of their operating procedures, organization structures, and needs, in order to identify and propose the optimal Citi solutions.
A key player in partnerships with Sales and Coverage partners, focusing on revenue expansion and revenue realization through cross-sell opportunities.
Identify and coordinate new cross-sell opportunities with Coverage Partners.
Build an effective network by working closely with overseas Citibank branches.
Responsible for monthly win/loss analysis ensuring MIS systems.
Be part of a culture of responsible finance, good governance and supervision, expense discipline, and ethics.
Achieve an individual win goal in excess of $2 million annually.
Ability to articulate complex ideas and analytics in a succinct and easy-to-grasp form and as part of a conceptual framework.
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 distill them for mass consumption and direct business impact.
Have strong knowledge of the TTS and CCB cash management business, revenue drivers, and products.
Proven ability to focus resources and leverage data and analysis to drive toward business objectives.
Desire to challenge the conventional, own a problem, bring others onboard, and drive the firm to create solutions.
Strong self-motivation and ability to gather consensus on priorities and drive initiatives.
Proficient in PowerPoint, Excel, and analytical skills.
Deliver presentations and communications using virtual communities, social media, surveys, etc.
Qualifications
8+ years of relevant Treasury Services experience.
Proven track record of successful client-focused activity and ability to design best-in-class Treasury proposals.
Strong problem solving and excellent interpersonal skills.
Committed, trusted team player.
High energy with strong initiative.
Efficient time management and organizational skills.
Primary Location: San Francisco, CA, United States
Salary Range: $176,720 – $265,080 (DOE)
Benefits include medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off packages; and more. For additional information, please visit citibenefits.com.
Posting Close Date: Nov 09, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation, please visit our Accessibility page.
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The Cash Product Salesperson is a driven professional role, who will lead treasury opportunities, with a focus on new client acquisition across all industry verticals. Given that our business continues to grow exponentially, this role is integral to both executing on the strategy to grow our existing client base wallet share and acquiring new clients rapidly.
This person will be seen as 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 be expected to attend pipeline meetings for the Sales organization, providing input from their own perspective on any current opportunities. The role also extends to presenting best practices and sales disciplines to the wider CCB Banking community, as well as applicable partners.
This role will be expected to integrate subject matter and industry expertise across all relevant sectors, including disruptive verticals in the early-stage company life cycle, requiring in-depth understanding of how areas collectively integrate within the sub-function and coordinate and contribute to the objectives of the function and overall business.
Responsibilities
Interface with prospective clients to develop an understanding of their operating procedures, organization structures, and needs, in order to identify and propose the optimal Citi solutions.
A key player in partnerships with Sales and Coverage partners, focusing on revenue expansion and revenue realization through cross-sell opportunities.
Identify and coordinate new cross-sell opportunities with Coverage Partners.
Build an effective network by working closely with overseas Citibank branches.
Responsible for monthly win/loss analysis ensuring MIS systems.
Be part of a culture of responsible finance, good governance and supervision, expense discipline, and ethics.
Achieve an individual win goal in excess of $2 million annually.
Ability to articulate complex ideas and analytics in a succinct and easy-to-grasp form and as part of a conceptual framework.
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 distill them for mass consumption and direct business impact.
Have strong knowledge of the TTS and CCB cash management business, revenue drivers, and products.
Proven ability to focus resources and leverage data and analysis to drive toward business objectives.
Desire to challenge the conventional, own a problem, bring others onboard, and drive the firm to create solutions.
Strong self-motivation and ability to gather consensus on priorities and drive initiatives.
Proficient in PowerPoint, Excel, and analytical skills.
Deliver presentations and communications using virtual communities, social media, surveys, etc.
Qualifications
8+ years of relevant Treasury Services experience.
Proven track record of successful client-focused activity and ability to design best-in-class Treasury proposals.
Strong problem solving and excellent interpersonal skills.
Committed, trusted team player.
High energy with strong initiative.
Efficient time management and organizational skills.
Primary Location: San Francisco, CA, United States
Salary Range: $176,720 – $265,080 (DOE)
Benefits include medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off packages; and more. For additional information, please visit citibenefits.com.
Posting Close Date: Nov 09, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation, please visit our Accessibility page.
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