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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Treasury Solutions and Financial Sales, with a strong focus on client acquisition and relationship management within the Healthcare Industry. Proven ability to analyze data, deliver impactful presentations, and drive revenue growth through innovative treasury strategies.
Highest-signal resume keywords
Corporate Banking ExperienceTreasury Product PartnershipsClient Relationship ManagementFinancial Sales ExpertiseAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Treasury SolutionsCash ManagementLiquidity ManagementRisk ManagementPaymentsWorking Capital ManagementData AnalysisPowerPoint ProficiencyExcel ProficiencyRevenue Growth Strategies
Soft Skills
Strong Communication SkillsDiplomacy SkillsPresentation SkillsConsensus BuildingProblem-Solving Skills
Certifications & Qualifications
Undergraduate Business DegreeMBA Preferred
Industry Keywords
Healthcare IndustryCorporate TreasuryCommercial BankingClient AcquisitionCross-Sell OpportunitiesSales Pipeline ManagementWin/Loss AnalysisResponsible FinanceGovernanceEthics
About the role
Key responsibilities & impact- Lead treasury opportunities focused on new client acquisition across industry segments
- Grow existing client wallet share and acquire new clients
- Serve as subject matter expert for Citi Services Treasury Solutions across the Healthcare Industry segment within the North American Commercial Bank
- Attend Sales pipeline meetings and provide input on current opportunities
- Present best practices and sales disciplines to CCB-Services Sales, the wider CCB Banking community, and applicable partners
- Integrate subject matter and industry expertise for mid-corporate and emerging corporate clients
- Interface with prospective clients to understand operating procedures, organizational structures, and needs
- Identify and propose optimal Citi solutions
- Partner with Sales and Coverage teams on revenue expansion, revenue realization, and cross-sell opportunities
- Coordinate new cross-sell opportunities with Coverage Partners
- Build networks with overseas Citibank branches
- Conduct monthly win/loss analysis and maintain MIS systems
- Contribute to responsible finance, governance, supervision, expense discipline, and ethics
- Achieve an individual annual win goal exceeding $2 million
- Articulate complex ideas and analytics succinctly and create conceptual frameworks
- Distill client trends into business impact and mass-consumption insights
- Challenge conventional approaches, own problems, build consensus, and drive initiatives
Requirements
What you’ll need- Minimum of 6-10 years corporate or commercial banking experience
- Undergraduate business degree
- MBA or professional experience preferred
- Proven track record of prospecting new clients and driving new revenue wins
- Financial sales, treasury product partnerships, or corporate treasury experience
- Proven track record of supporting the growth of client relationships
- Strong knowledge of TTS and CCB cash management business, revenue drivers, and products
- Understanding of innovations and disruptive technologies in corporate treasury
- Deep understanding of liquidity, payments, working capital, risk management, and treasury technology
- Proficiency in PowerPoint and Excel
- Strong analytical skills
- Ability to deliver presentations and communicate verbally and in writing
- Strong communication and diplomacy skills
- Ability to work with data and analysis to drive business objectives
Benefits
Comp & perks- Medical, dental & vision coverage
- 401(k)
- Life, accident, and disability insurance
- Wellness programs
- Paid vacation/planned time off
- Sick leave/unplanned time off
- Paid holidays
- Discretionary and formulaic incentive and retention awards for eligible employees