The Banker is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Banker also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients.

Responsibilities

Lead in the origination, structuring, and execution of transactions and financings and foster and leverage ongoing global relationships inside and outside of the organization

Manage credit risk of the client portfolio and allocate capital prudently through partnership with senior credit officers and capital management

Provide a wide range of treasury and corporate finance solutions including cash management, trade, vendor finance, FX, general credit, loans, debt capital markets, structured finance, share repurchase, and interest rate and equity derivatives for a selected client portfolio

Provide sophisticated financial solutions tailored to clients’ needs and act as a content provider on industry and market trends

Meet revenue and other financial goals by leveraging Citi’s full spectrum of Institutional Client Groups (ICG) products and services and ensure solutions meet or exceed internal risk, return and compliance requirements, ethical standards, and anticipated future changes in the marketplace

Partner with ICG partners to execute episodic transactions and drive client planning by delivering product agnostic solutions, client access, and effective capital allocation

Recruit and develop diverse talent for the Corporate Bank and serve as a mentor to junior bankers

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications

15+ years of relevant experience

MBA or Master's Degree in business preferred

Demonstrated collaboration with multiple corporate banking stakeholders including coverage teams, risk and products

Comprehensive knowledge of corporate banking business including related products, pertinent regulations and the lending and credit approval process

Demonstrated leadership,



organizational, negotiation, presentation sales, client-relationship building, analytical and credit skills

Consistently demonstrate clear and concise written and verbal communication

Experience in originating, structuring and executing transactions and financings

Experience with large, general corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products

Experience in recruiting and managing diverse teams with commitment to talent development and ability to manage and work across a diverse and multi-country matrix structure

Series 7 and 63 licenses preferred

Education

Bachelor's degree/University degree or equivalent experience

Master's degree preferred

Objetivo del puesto
Dirigir y consolidar la estrategia de Banca Corporativa en su división, asegurando el crecimiento rentable del portafolio de clientes, el fortalecimiento de relaciones estratégicas de largo plazo y la adecuada gestión de equipos comercial.

Responsabilidades clave
Gestión comercial y relación con clientes

Desarrollar y ejecutar la estrategia comercial para clientes corporativos en su región ( Monterrey)

Gestionar relaciones de alto nivel con CFOs, Tesoreros y CEOs de clientes estratégicos.

Identificar oportunidades de negocio y capacidad de desarrollar a los clientes a través de soluciones financieras integrales (crédito, arrendamiento, factoraje, cash management, mercados, trade, banca de inversión, sindicaciones etc.)

Fomentar la captación y la venta cruzada con la banca comercial (i.e. nomina, crédito de nomina, adquirencia) y con la aseguradora.

Liderar negociaciones estructuradas de alto impacto financiero.

Garantizar altos niveles de satisfacción y retención de clientes clave.

Liderazgo de equipos

Dirigir, desarrollar y evaluar equipos de banqueros corporativos y especialistas por industria.

Fomentar una cultura de alto desempeño, colaboración y orientación a resultados.

Asegurar el desarrollo de talento y la sucesión dentro de la división.

Especialización sectorial

Actuar como referente en una o varias industrias clave (ej. energía, infraestructura, consumo, manufactura, etc.).





Traducir tendencias sectoriales en estrategias comerciales y soluciones financieras.

Apoyar el desarrollo de propuestas de valor diferenciadas por segmento.

Gestión de riesgos y cumplimiento

Garantizar un adecuado balance entre crecimiento y gestión de riesgos.

Supervisar la calidad crediticia del portafolio.

Asegurar cumplimiento con políticas internas y regulación (CNBV, Banxico, etc.).

Estrategia y resultados financieros

Cumplir con metas de ingresos, rentabilidad (ROE), crecimiento de cartera y comisiones de acuerdo a su división.

Analizar performance del portafolio y tomar decisiones estratégicas.

Participar en la planeación estratégica de la banca corporativa a nivel país.

Perfil requerido
Experiencia
+15 años de experiencia

de 10 años de experiencia en banca corporativa o institucional.

Experiencia comprobada en manejo de relaciones con clientes corporativos de alto nivel.

Trayectoria liderando equipos comerciales complejos.

Experiencia en análisis crediticio y estructuración financiera.

Conocimientos técnicos

Productos de banca corporativa: créditos bilaterales, arrendamiento, factoraje, banca transaccional (i.e. cash management, mercados, comercio exterior), banca de inversión (i.e. DCM, ECM, financiamiento estructurado), sindicaciones de crédito.

Análisis financiero avanzado.

Conocimiento profundo del entorno regulatorio financiero mexicano.

Competencias clave

Liderazgo de personas: desarrollo de equipos, influencia, gestión del desempeño.

Relación con clientes: alta capacidad de interlocución a nivel C-suite.

Visión estratégica: entendimiento de negocio y de industrias.

Orientación a resultados

Negociación y estructuración compleja.

Job Family Group
Institutional Banking

Job Family
Corporate Banking

Time Type
Full time

Most Relevant Skills
Please see the requirements listed above.

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

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.

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📌 Banamex Director Banca Corporativa Monterrey (Centro)
🏢 Banamex
📍 Centro