The RE Relationship Manager is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgement when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses’ core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities

Calls on clients to deepen relationships and proactively own, respond to and anticipate any future needs, roadblocks or risks, leveraging internal resources to assist where necessary

Responsible for resolving issues with clients’ portfolios to enhance complete satisfaction

Working closely with senior RMs, product specialists and subject matter experts across the bank to structure customized solutions that meet clients’ unique needs

Working closely with senior RMs to leverage the expertise and capabilities of other Citi businesses to better achieve mutual business goals together

Identifies cross-sell opportunities to deepen and increase share of wallet

Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate





Identifying and pursuing new clients aligned with CITI COMMERCIAL BANK (CCB)’s value proposition.

Staying connected with influencers, industry associations, thought leaders and senior business contacts to expand industry knowledge and deepen CITI COMMERCIAL BANK (CCB)’s relationship with these partners

Ensuring deals are structured to balance risk and reward, so teams’ incentives align with acting in the clients’ interests

Actively protects Citi’s assets and reputation by being the first line of defense from credit risk management perspective

Ensures compliance with regulatory requirements and Citi's policies / guidelines at all time

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 judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications

2-5 years relevant experience

Good understanding and knowledge of commercial banking products and process

Demonstrates intermediate knowledge of credit skills and Early Warning Detection

Demonstrates intermediate understanding of accounting principles, financial modelling and financial statement analysis

Ability to work effectively in team setting

Proven leadership ability with excellent interpersonal skills





Communicates views with clarity and confidence

Maintains contact with key stakeholders to proactively seek input as appropriate

Detail oriented with demonstrated organisational skills

Self-motivated

Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients’ needs.

Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients

Positive mindset with “can‑do” attitude, willingness to go the extra mile for providing sound advice and effective services to clients

Able to anticipate client requests/needs and resolve queries in a timely manner, leveraging internal resources

Must have a sharp business development focus and demonstrative innovative approaches

Demonstrates professionalism by being reliable, actively contributing in meetings, asking questions and challenging ideas

Education

Bachelor’s/University degree or equivalent experience

Job Family Group
Commercial and Business Sales

Job Family
Relationship Management

Time Type
Full time

Related Skills
Please see the requirements listed above.

Recruiter Contact
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, colour, 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, please contact Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.

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📌 Banamex Relationship Manager - SAN PEDRO GARZA GARCIA (Centro)
🏢 Banamex
📍 Centro