Citigroup, Inc

Citi Wealth at Work - Deposits and Treasury Management Specialist

Citigroup, Inc$182K — $273K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of cash management, banking, and client-facing experience required
  • B.A./B.S. degree required
  • Certified Treasury Professional (CTP) designation preferred
  • Strong knowledge of Treasury Management products
  • Understanding of the client sales cycle and ability to position deposit solutions
  • High degree of professionalism and effective communication skills
  • Attention to detail and strong follow-up capabilities

Responsibilities

  • Provide banking and treasury management support to Wealth Banking teams
  • Interface directly with senior stakeholders like CFOs and CEOs
  • Evaluate client needs with a consultative sales approach
  • Drive client discussions to address treasury management needs
  • Engage in strategic business development initiatives
  • Nurture existing client relationships within Wealth at Work
  • Conduct presentations and client relationship reviews

Benefits

  • Medical, dental & vision coverage
  • 401(k) retirement plan
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off including vacation and sick leave
  • Paid holidays
Full Job Description
As a Citi Wealth at Work (WaW) Deposits & Treasury Management Specialist, you will work closely with Wealth Banker teams within Wealth at Work's Law Firm Group West and Central regions, and Professional Services Group, to assist in generating new business from existing and prospective individual and institutional law firm clients. Responsibilities include consulting with law firms, understanding their needs and delivering integrated banking, treasury management and deposit product solutions. This individual will partner closely with the Wealth Banking teams as well as directly with clients in a product sales capacity. Excellent consultative skills and product knowledge of deposits and treasury management are required, with a high degree of professionalism and sales acumen. Additionally, candidate will work closely with investment and lending product partners in addition to the wider treasury management product team on a regular basis.

Objectives/Fundamental Responsibilities:
  • Provide banking & treasury management product support to wealth banking teams within the Law Firm Group's West and Central regions to drive new banking and treasury management business from prospective Law Firm clients and Professional Services Group.
  • Directly interface with stakeholders such as CFO, CEO, Controller, Treasurer & Accounting Staff
  • Understand & evaluate clients' business needs by employing a consultative sales approach to determine their requirements and recommend solutions
  • Drive meaningful discussions with clients with goal of solutioning treasury management and banking needs
  • Full engagement & execution on all strategic business development initiatives
  • Nurture and deepen existing Wealth at Work client relationships
  • Conduct institutional client relationship reviews and prospect presentations to generate new business
  • Prepare and present competitor statement analyses and product proposals
  • Ongoing travel to Wealth at Work offices in coverage markets
  • Support the proposal & RFP bidding process
  • Proactively keep Wealth teams and clients abreast of new products, enhancements and industry insights
  • Create and maintain a solid working relationship with the overall Deposits team, product partners and colleagues across Citi businesses

Qualifications:
  • Possess a minimum of 10 years of cash management, banking and client facing experience
  • B.A./B.S.(required)
  • Certified Treasury Professional (CTP) designation (preferred, not required)
  • Have knowledge of Treasury Management products, banking & the client sales cycle
  • Knowledge of and ability to structure and position deposit solutions
  • Awareness of Private Banking/Wealth (preferable but not required)
  • High degree of professionalism
  • Strong written, listening & verbal communication skills
  • Excellent consultative selling & negotiation ability
  • Attention to detail and consistent follow-up skills
  • Proficiency in MS Office, internet applications & pipeline reporting systems


Job Family Group:
Private Client Product Services

Job Family:
Banking Cash Management

Time Type:
Full time

Primary Location:
Beverly Hills California United States

Primary Location Full Time Salary Range:
$182,400.00 - $273,600.00

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.

Most Relevant Skills
Please see the requirements listed above.

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

Anticipated Posting Close Date:
Jun 15, 2026

About Citigroup, Inc

Citigroup is a financial services holding company that provides financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. This segment provides wholesale banking products and services, including fixed-income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed-income research, corporate lending, investment banking, and advisory services, private banking, cash management, trade finance, and securities services. Citi is committed to sustainability and social responsibility, and the company invests in initiatives that promote economic progress.

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Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
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