Cash Management Sales Officer

Citi is looking for a Treasury Sales Business Development Officer to join its Financial Institutions Group (FIG) Cash Management Team.  This individual will serve as a trusted advisor to relationship managers and clients, shaping cash management solutions that drive measurable business outcomes. In this role, you will play a central part in identifying new opportunities and delivering strategic value across a high-paced FIG portfolio. You will operate as a recognized subject matter expert across various sub-sectors which include Asset Managers, Insurance, Broker Dealers, Hedge Funds, Private Equity and Venture Capital.  This role requires strong commercial drive, structuring capabilities, and disciplined risk management. 

 

Responsibilities:

Structure and deliver tailored solutions aligned with client operating models, liquidity needs, and broader cash management.

Identify and pursue new client opportunities aligned with Citi's cash management value proposition, expanding the business through targeted outreach and solution development.

Design and structure innovative cash management solutions that balance commercial opportunity with appropriate risk, ensuring deals deliver sustainable value for clients and the firm.

Act as a strategic advisor to both relationship managers and clients, providing expert counsel on treasury and cash management strategy to inform decision-making.

Execute on key strategic initiatives within the Financial Institutions Group, translating business priorities into client-facing outcomes.

Share expertise and insights with peers and junior colleagues, contributing to a high-performing, knowledgeable sales team.

Ensure all client activity and business decisions meet regulatory requirements and Citi's policies, applying sound judgement to protect the firm's integrity and reputation.

 

 

Required Qualifications & Skills

• Demonstrated expertise in cash management, treasury sales, or transaction banking within a financial services sector.
• Ability to build and sustain senior client relationships, combining commercial awareness with a consultative, solutions-oriented approach.
• Track record of structuring and closing complex deals that balance client value with risk considerations.
• Clear and persuasive communicator who can guide and influence colleagues and clients across functions and seniority levels.
• Solid understanding of regulatory frameworks and compliance obligations relevant to treasury and financial institutions business.
• Capable of working independently on complex deliverables while contributing effectively within a collaborative team environment.
• Minimum of 6-10 years commercial banking experience
• Undergraduate business degree
• Proven track record of supporting the growth of client relationships

Education:

• Bachelors degree, potentially Masters degree

What We Offer 

 

At Citi, you will work at the intersection of global financial markets and client strategy, within a team where your expertise directly shapes the outcomes of some of the most complex treasury relationships in the industry. This role offers meaningful autonomy, a collaborative culture built on high performance, and the platform to make an impact that extends across a global organization.

 

A hybrid working model offering 3 days in the office and 2 days working remotely, giving you the flexibility to perform at your best.

Strategic ownership of a high-value client portfolio within Citi's Financial Institutions Group, with the scope to influence outcomes at a business level.

Exposure to complex, market-leading cash management mandates that develop your expertise and deepen your commercial acumen.

A collaborative team environment where knowledge-sharing is valued and your contribution to the growth of colleagues and junior staff is recognized.

Access to Citi's global network and resources, enabling you to deliver world-class solutions and build relationships with leading financial institutions.

Ongoing learning and professional development opportunities that support your growth as a senior sales professional.

Competitive financial reward and a comprehensive benefits package aligned to the seniority and impact of the role.

 

Apply now to bring your treasury sales expertise to a role where your strategic thinking and client relationships will shape the future of Citi's Financial Institutions Group.

 

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

•Working Environment: office setting, minimal travelling and working hours in the office may be required during projects.
• Effort: minimal physical effort required. High levels of prolonged and intense concentration may be required in front of computer.

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Job Family Group:

Commercial and Business Sales

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Job Family:

Commercial Product Sales

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$129,840.00 - $194,760.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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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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Anticipated Posting Close Date:

Oct 08, 2026

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Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

 

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

 

Illinois residents – AI Notice and Right

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their 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 search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.