Tts Client Executive

TTS Client Executive - C13
TTS offers a broad range of treasury solutions, including cash management, commercial cards, trade services and trade finance. Our global platform is unique in the industry for its reach, interoperability, and flexibility. It provides clients with timely, accurate information and dynamic, web-based tools to effectively manage their accounts, financial positions, working capital and supply chain around the world. Combined with a worldwide network of dedicated and experienced professionals, TTS is well suited to serve clients anywhere they do business.
The Client Success organization is seeking a highly-experienced treasury expert to be a senior Client Executive responsible for managing a portfolio of Corporate Clients with a primary focus to protect and defend client relationships, ensure no attrition of revenues and identify cross-sell opportunities within their assigned client portfolio. The Client Executive is expected to be fully conversant with the relevant TTS product characteristics across the suite of global cash management solutions (e.g.) Liquidity Management, Digital Channels and Data, Payments & Receivables, and will be expected to ensure their clients are provided a high quality value added product experience across the client organization. The Client Executive is expected to be the ultimate advocate for their clients, including oversight of cross-functional partners in Onboarding, Client Service and Product Management that are responsible for the clients’ activities across implementations, inquiry resolution and product/solution performance.
The Client Executive is responsible to review daily reporting analysis of these activities and ensure the cross-functional partners’ Service Level Agreements (SLAs) are being met and any activities outside of SLAs is promptly escalated to seniors. They will be working in close partnership with control functions such as Legal, Risk, Compliance and AMC/KYC teams to ensure appropriate governance and control infrastructure and be able to lead with strong governance and control.
The Client Executive is responsible for conducting frequent touch point calls with their clients and providing them with a global view of the current status on all activities that the Citi team is working on and gauge the client temperature to address any potential areas of dissatisfaction via the CAR (Client At Risk) process.
Additionally, the below represents a comprehensive outline of responsibilities:
- Align with global and regional partners to ensure entire Citi team is delivering best possible client experience for clients
- Conduct regular client reviews and develop action plans to confirm commitment and optimize revenue ramp up for deals closed
- As a senior relationship contact, develop a trusted advisor relationship with relevant client decision makers
- Support and manage client escalations
- Partnership forums - providing constructive feedback to groups
- Provide guidance/direction to partners across TTS
- Remove obstacles/gaps that create negative client experience
- Assist with development of tools that support the Client Success organization
Development Value:
- Cross-functional exposure within the TTS organization
- In-depth knowledge of all subsets of TTS products
- Exposure to senior TTS Management
- Have cross-border work experience managing Corporate and Public Sector clients across countries and regions
- Work closely with the Sector / Cross Regional Product Sales Heads, Client Operations, Implementation, Product Management and Risk Group(s)
- Work with other Sector Heads and partners to develop in-depth training and marketing toolkits for clients
- Work closely with counterparts in the Global Corporate Bank to drive TTS sales origination and cross-sell
- Work with partners to contribute to a positive impact on Client Experience and VOC survey results
Knowledge/Experience:
- Possesses knowledge of TTS and other banking products
- Strong marketing and selling skills & ‘customer first’ mind-set.
- Experience in delivering sales results and meeting financial plans - ability to thrive in a result-oriented environment
- Ability to work with a pipeline management tool in tracking value of sales wins and losses, sales cycle tracking and tracking sales activities via dashboards
- Ability to implement ideas and concepts into measurable actions
- Strong PC skills, includes Microsoft Office with in depth knowledge of Excel (pivot, vlookups etc) and Power Point (able to create a story board & “sell”). CRM & MicroStrategy experience highly valued.
**Skills**:
- Strong communication skills (written & verbal) and inter-personal skills. Persuasive and articulate personality. Excellent interpersonal skills to deal internally and externally with clients
- Good team skills
- Strong organizational & planning skills: the ability to manage & synthesize many pieces of solution / technical data into a single, flowing solution within tight

---