Treasury and Trade Solutions Client Executive (Vice President)
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Das ist der Job
Enhanced strategic client engagements, ensuring revenue retention .
Darum lohnt es sich
In close collaboration with TTS Sales, Banking, and Product teams, the CE's core objective is to lead the client experience journey by deeply understanding client treasury needs and operational frameworks.
Key Responsibilities: The TTS Client Executive leads and drives strategic initiatives in collaboration with Sales, Banking, and Product teams to orchestrate project success, accelerate product adoption, and maximize revenue growth and retention .
Strategic Client Advocacy: Acting as the client advocate within the Citi network across over 100 countries, driving client satisfaction and business retention through proactive communication with key decision-makers and internal client teams.
For product adoption and new business opportunities, partner strategically with Sales to ensure the client-facing team has a clear understanding of client pricing and communicates effectively across the network and with the client.
Competencies: Exceptional Time Management and Organisational Skills High energy with strong initiative and proactive leadership Strong problem-solving skills and independent decision-making Excellent interpersonal and influencing skills Committed Trusted team player Qualifications: University Degree preferred.
Job Title: Treasury and Trade Solutions Client Executive (Vice President) Um sich zu bewerben, lesen Sie sich einfach die folgende Stellenbeschreibung durch und fügen Sie die relevanten Dokumente bei.
Business: Services Division: Treasury and Trade Solutions Officer Title: Vice President C-Grade: C13 Location: Frankfurt Legal Entity: CEP Posting until 30th of July 2026 Job Purpose/Overview: The TTS Client Executive operates as the leader and primary client interface for a dedicated portfolio, fostering a strategic partnership with the client.
This comprehensive insight enables the proactive delivery of tailored TTS solutions , thereby directly driving: Increased wallet opportunities and sustained revenue growth . Successful implementation, product adoption, and digital transformation initiatives.
This role is designed to lead and shape an exceptional client experience , proactively foster satisfaction, and secure long‑term business retention by acting as the principal client advocate across Citi's global network and maintaining proactive, strategic communication.
This includes: Leading Critical Initiatives: Working in partnership with key stakeholders, proactively gathering and acting on client feedback, and independently supporting new business, while ensuring stringent compliance with Citi's policies and regulatory requirements.
Shaping Client Communication & Experience: Independently managing the global network, proactively communicating strategic product and regulatory changes, leading relationship reviews, and ensuring adherence to all credit, risk, and sales processes to deliver a superior, differentiated client experience and secure revenue retention .
Detailed Responsibilities: Strategic engagement in collaboration across Sales and Product to ensure a deep understanding of key TTS Sales activities, driving project completion through decisive product adoption and sustained revenue realisation .
Own the coordination of critical projects with relevant TTS stakeholders, including the implementation of new solutions, proactively driving Voice of the Customer (VOC) feedback and leading associated action plans . Direct and manage CITIKYC/AML requirements for new business opportunities within a defined client portfolio.
Lead all client communication regarding product migrations, regulatory changes, and market updates. Act as the principal client advocate internally, spearheading the change management agenda for TTS . Lead proactive Client Experience TTS relationship reviews with key client contacts and decision-makers.
Drive and oversee collaboration with key stakeholders to maintain visibility of pending actions, ensure timely completion, and provide necessary support to accelerate adoption and revenue realisation .
Champion client issues , ensuring prompt and effective resolution by collaborating with Service and Operations partners and leveraging client forums to secure superior client satisfaction and retention .
Manage annual revenue budgeting , including ongoing review of monthly revenue analysis, preparing summaries/forecasts for the defined client portfolio, and communicating findings to stakeholders to safeguard and grow revenue . Ensure strict compliance with TTS credit, risk, and sales processes.
Strategically engage with clients to understand ad‑hoc credit needs, facilitating their treasury requirements, and working with banking partners to ensure credit allocation. Participate in the monthly Overdraft (OD) management process. Ensure key stakeholders are proactively informed of client needs regarding product and new requirements.
Ensure AML inquiries are handled promptly and thoroughly , adhering to Citi policies. Lead collaboration with Operations and Legal partners for client novations.
Experience, skills and capabilities We seek a highly motivated TTS Client Executive who can autonomously drive client experience, proactively identify new sales opportunities, and ensure robust revenue realization and retention .
The ideal candidate will have a strong background in: Customer Service Relationship Management Sales Senior Operations Candidates should be customer-focused and able to operate effectively at all levels within Citi and the client organization, demonstrating independent judgment and leadership .
Skills: Proven track record of autonomous leadership in client-focused activity. Demonstrated ownership and independent execution of tasks and responsibilities. Beneficial experience in Back Office Cash Management or Trade Operations. Language Skills: German is mandatory.
Exceptional candidates who do not meet these criteria may be considered if they possess the necessary skills and experience, especially demonstrating leadership and autonomy .
Job Family Group: Institutional Sales Job Family: Investor Sales Time Type: Full time Primary Location Full Time Salary Range: €89,500.00 - €170,000.00 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. xayajpt View Citi’s EEO Policy Statement and the Know Your Rights poster.
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