• Job Description

  Req#: 25867884

  The Commercial Banking organization is seeking a seasoned treasury expert to serve as a Client Executive (CE), managing a portfolio of global clients with a focus on ensuring Citi delivers a superior client experience.

  This role is accountable for protecting and defending key client relationships, ensuring revenue retention, and identifying cross-sell opportunities. The CE ideally would be fluent in Citi’s comprehensive suite of Treasury and Trade Solutions (TTS) offerings, including Liquidity Management, Digital Channels and Data, Payments & Receivables. They will champion an exceptional experience across each client’s organization, ensuring solutions meet client needs and expectations consistently.

  The CE serves as the ultimate client advocate - coordinating across cross-functional teams (e.g., Onboarding, Service, Product Management, Sales, others) to uplift the client experience, which includes a focus to resolve issues, accelerate performance, and create measurable improvements in the client journey. They will monitor service delivery performance daily and escalate any issues, ensuring transparency and resolution, while collaborating with multiple team members in treasury, coverage, service, and onboarding.

  This role also requires close collaboration with control functions (e.g., Legal, Risk, Compliance, AMC/KYC), ensuring strong governance, adherence to Citi’s policies, and alignment with internal controls. Frequent client engagements - via touchpoints and in-person meetings - are essential to monitor satisfaction, proactively address concerns, and manage client sentiment, leveraging Citi's Client at Risk (CAR) framework where necessary.

  Key Responsibilities :

  • Serve as the Voice of the Client within Citi, driving improvements in client satisfaction
  • Align with global and regional teams to ensure seamless delivery of Citi’s end-to-end client experience
  • Conduct strategic client reviews and design action plans to ensure relationship growth, retention, and optimal onboarding
  • Support and manage client escalations
  • Partnership forums – providing constructive feedback to groups
  • Provide guidance/direction to partners across the CCB and TTS
  • Remove obstacles/gaps that create negative client experience
  • Assist with development of tools that support the Client Success organization

  Qualifications :

  • University degree required
  • MBA Preferred
  • Proven track record of successful client focused activity
  • Advanced problem solving skills
  • Excellent interpersonal skills
  • Committed, trusted team player
  • High energy and initiative
  • Effective time management and organizational skills

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  Job Family Group:

  Institutional Sales

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  Job Family:

  Investor 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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  Anticipated Posting Close Date:

  Jun 06, 2025

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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.

• About the company

  While we're a global bank, our mission is simple: We responsibly provide financial services that enable growth and economic progress. We strive to earn and maintain the public's trust by constantly adhering to the highest ethical standards. We ask our colleagues to ensure that their decisions pass three tests: they are in our clients' interests, create economic value, and are always systemically responsible. When we do these things well, we make a positive financial and social impact in the communities we serve and show what a global bank can do.

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