Citi Wealth at Work - Deposits and Treasury Management Specialist
$182.4k - $273.6kCitibank (Switzerland) AG
- # Citi Wealth at Work - Deposits and Treasury Management SpecialistApplylocations: Beverly Hills California United Statestime type: Full timeposted on: Posted Todayjob requisition id: 26966982As 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 - $273,600.00In 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------------------------------------------------------*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.*
- J-18808-Ljbffr Citibank (Switzerland) AG
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Citi Wealth at Work - Deposits and Treasury Management Specialist in Beverly Hills, CA vacancy
- The J.P. Morgan Wealth Management (USWM) business is focused on helping investors... .... As a Custom Lending Specialist within JP Morgan Chase... ...adaptability and ability to work under pressure This position... ...to Section 19 of the Federal Deposit Insurance Act. As such, an employment...Deposits
$65k - $80.2k
...from Day One. Job Description The Wealth Management Advisor (WMA) position is the investment... ...Qualifications Bachelor's degree, or equivalent work experience Three to five years of... ...of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain...DepositsTemporary workWork experience placementLocal areaU.S. Bank
Los Angeles, CA3 days ago- ...Investment Associate in J.P. Morgan Wealth Management, you will provide client... ...) Prioritize daily work, track progress for current work... ...FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR... ...small businesses, nonprofits and cities grow, delivering solutions to...Deposits
$52k - $95k
...team member for the role of Specialist, Client Service Management II to join our Client... ...necessary. Partner with Wealth Advisors and Associates in... ...processing (disbursements and deposits). Utilize core applications... .... 3-5 years of total work experience preferred. Experience...DepositsTemporary workWork experience placementFlexible hours$85k - $145k
...COMPLIANCE SPECIALIST SENIOR WEALTH MANAGEMENT WHAT IS THE OPPORTUNITY? The Compliance... ...to colleagues throughout City National Bank (CNB)... ...interpretation and advice. Works within the framework of the... ...Oversight of Retail Non-Deposit/Regulation R activities, bank...DepositsRemote workCity National Bank
Los Angeles, CA3 days ago$78.97k - $126.14k
...ACCOUNT MANAGER SENIOR ENT WHAT IS THE OPPORTUNITY... ...and services. Works with customers and... ...and processes deposits. Approves checks... ...services (eg. deposits, wealth management, cash... ...with all Treasury Products. Thorough... ...Benefits and Perks At City National, we...DepositsImmediate startRemote workCity National Bank
Beverly Hills, CA1 day ago$102.6k - $159.6k
...Service Center (FSSC) is to manage all incoming and... ...meticulous Cash Management Specialist to join our team in Los... ..., including daily treasury payments, bank guarantee... ...position in the selected city is $102600 - $159600 annually... ...employees for their work, and this role may be...Daily paidTemporary workWork at officeLocal areaFlexible hoursTik Tok
Los Angeles, CA3 days ago$182.4k - $273.6k
Citibank (Switzerland) AG is seeking a full-time Deposits and Treasury Management Specialist in Beverly Hills, California. In this role, you will collaborate with Wealth Banker teams to deliver integrated banking and treasury management solutions to law firm clients. The...DepositsFull time$68.64k - $160.45k
Overview Cash Management Specialist, Treasury Management - AMS The mission of Finance Shared Service Center (FSSC) is to manage all incoming and outgoing... ...: The base salary range for this position in the selected city is $68,640 - $160,445 annually. Compensation may vary...Daily paidFull timeWork at officeLocal areaFlexible hours- J.P. Morgan Wealth Management - Vice President - Private Wealth... ...Planner, Planning Specialist job at JPMorgan Chase... ...is central to this, working collaboratively with... ...Bench is a plus FEDERAL DEPOSIT INSURANCE ACT: This... ...businesses, nonprofits and cities grow, delivering...DepositsWork at office
$120k - $200k
...Banking and Lending business within RBC US Wealth Management's Clearing & Custody channel. This role... ...and lending products including bank deposits and securities-based loans ~ Strong... ...Demonstrated interpersonal effectiveness of working with a diverse set of departments...DepositsFlexible hoursRBC
Los Angeles, CA3 days ago- ...Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service,... ...and documentation). Prioritize daily work, track progress, and consistently meet... ...is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer...Deposits
- ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to... ...starting in the role as a condition of employment FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the...Deposits
- ...Job Description JOB DESCRIPTION Cash Management Specialist / Treasury Operation Analyst Location: Los Angeles, CA Work Arrangement: Hybrid Pay Rate: $47/hr W... ...Specialist Client Services Analyst Deposit Operations Specialist Treasury Operations...Deposits
Veterans Sourcing Group
Los Angeles, CA6 days ago - ...Description: Introduction: Seabreeze Management Company is a full-service property... ...teams who serve the communities where we work and live. Summary: This position... ...tenants with clubhouse rentals. Accepts deposits and required forms and explains rules and...DepositsWork at officeImmediate start
Seabreeze Management Company
Los Angeles, CA23 days ago - Relationship Manager Locations: LA/Pasadena and... ...leads to meet loan, deposit, and fee income goals... ...process for loans. Work with product specialists within the Bank to deepen... ...solutions including treasury management products,... .... Travel to cities in the Eastern U.S....Deposits
$19 - $21 per hour
...be named one of the top property management companies to provide affordable housing... ...as a great place to live, work, and be. The Role: The Leasing Specialist is responsible for leasing, marketing... ...the application and secure a deposit in accordance with the company procedures...DepositsImmediate startFlexible hoursAfternoon shiftAvanath
Los Angeles, CA3 days ago- ...named one of the top property management companies to provide... ...workforce. The Role The Leasing Specialist is responsible for leasing,... ...Collecting applications, securing deposits, and ensuring Fair Housing... ...), internet, and e‑mail. Working knowledge of Yardi Voyager Property...DepositsFlexible hoursAfternoon shift
- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families... ...starting in the role as a condition of employment FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the...Deposits
$65k - $80.2k
...from Day One. Job Description The Wealth Management Advisor (WMA) position is the investment... ...Qualifications Bachelor's degree, or equivalent work experience Three to five years of... ...of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain...DepositsTemporary workWork experience placementLocal areaU.S. Bank
Beverly Hills, CA3 days ago- ...Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service,... ...forms and documentation) Prioritize daily work, track progress for current work, and... ...BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY...Deposits
$121.9k - $262.1k
...articulate and achieve their wealth goals. Create steams of highly credentialed specialists to provide wealth... ...private banking, risk management, and trust services.... ...result in AUM, Loans, Deposits, Estate Planning, and... ...Life360 process when working with team members to deliver...DepositsWork experience placementPrivate practiceWork at officeFifth Third Bank, N.A.
Los Angeles, CA3 days ago$139.23k - $163.8k
...Job Description Wealth Banking Services (WBS)... ...within U.S. Bank Wealth Management to exclusively wholesale... ...Banking Product Specialists to provide counsel and... ...degree, or equivalent work experience Minimum... ...Section 19 of the Federal Deposit Insurance Act (FDIA)....DepositsTemporary workWork experience placementLocal areaU.S. Bank
Los Angeles, CA1 day ago$110k - $190k
...What is the opportunity? Wealth Management Banker - Support RBC USWM field... ...a basic knowledge level of City National Bank (CNB) banking and lending solutions and work with CNB Banking Advisors to... ...lending products including bank deposits, certificates of deposits,...DepositsFull timeFlexible hours$36.05 - $40.86 per hour
TOPS Community Manager Specialist The TOPS Community Manager Specialist is a floating leadership... ...transitions. Ensure timely rent collection, deposit reconciliation, invoice processing, and... ..., contractors, and vendors to ensure work is completed safely and efficiently....DepositsPermanent employmentTemporary workFor contractors$78.97k - $126.14k
...clients, relieving Client Managers and/or Private... ...opportunities by assessing deposit portfolio and client needs. Works directly with clients... ...the Bank such as Wealth Management, International, Treasury Management, or to a Private... ...and Perks At City National, we strive...DepositsWork at officeRemote workCity National Bank
El Segundo, CA2 days ago$110k - $150k
...Summary We are searching for a Treasury Relationship Manager responsible for a... ...related products as well as working capital solutions. Major Responsibilities... ...stable coin and tokenized deposits. Analyze complex treasury... ...Chance Ordinance, (ii) the City ofLosAngeles’ Fair Chance...DepositsLocal area- Bank of America is seeking a GWIM Credit Product Specialist in Los Angeles, CA. This role involves developing and supporting strategies... ...or business administration. Strong skills in business development and client management are essential. #J-18808-Ljbffr Bank of America
- ...hotel development and hospitality management company, is currently... ...Representative for the Studio City Court Yard in Studio City, CA... ...Maintain a house bank and make a deposit and accurate report of receipts... ...emergency situations Adhere to all work rules, procedures and policies...DepositsDaily paidWork at officeLocal areaFlexible hoursShift workNight shift
Studio City Court Yard
Los Angeles, CA4 days ago $70k - $100k
MidFirst Business Credit, Inc. seeks a Treasury Management Sales Implementation Specialist in Los Angeles, offering a salary of $70,000 - 100,000 per year. This full-time role involves onboarding major clients, managing product implementation, and providing exceptional...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Citi Wealth at Work - Deposits and Treasury Management Specialist. Be the first to apply!
Related searches
- order processing specialist Beverly Hills, CA
- promotions specialist Beverly Hills, CA
- government information specialist Beverly Hills, CA
- infection control specialist Beverly Hills, CA
- order entry specialist Beverly Hills, CA
- delivery specialist Beverly Hills, CA
- public health specialist Beverly Hills, CA
- gaming specialist Beverly Hills, CA
- hospitality specialist Beverly Hills, CA
- family specialist Beverly Hills, CA