14 ago
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Citigroup
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Metepec
**Responsibilities**:- Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations;- Serves as clients' contact point and is responsible for managing internal departments to address any customer service issues;- Introduces solutions to clients in building and strengthening an effective portfolio;- Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate "Know Your Client" (KYC) and other compliance deliverables are met;- 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- Supports the Senior Relationship Managers in structuring deals that balance risk and reward;- Maximizes client experience by proactive sharing markets updates, trend and intelligence;- Assists Senior Relationship Manager or Team Leader in in the research and identification of prospective clients;- Networks with clients to identify avenues for new business opportunities- Prepares /oversees new transaction submissions & annual reviews for the submission to the in-business credit lending management and independent risk department- 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 timesQualifications:- 5-8 years of experience- Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients- Demonstrates core credit skills- Demonstrates an intermediate level of Early Warning Detection skills- Demonstrates ability to close deals and proficiently manage the credit origination process, gather and maintain credit documentation and monitor accounts- Demonstrates advanced understanding of accounting principles, financial modeling and statement analysis- Ability to work effectively in team setting- Excellent interpersonal, communication and influencing skills- A self-starter, with positive/can-do approach, embraces changes and is bold;- High level of energy, enthusiasm and motivation- Highly focused, able to rapidly identify key priorities, clearly communicate the priorities- Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients' needs.
- A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience- Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients- Able to quickly adapt priorities based on the latest data insights- Must have a sharp business development focus and demonstrative innovative approaches**Education**:- Bachelor's/University degree or equivalent experienceJob Family Group:Commercial and Business Sales- **Job Family**:Relationship Management- Time Type:Full time- Most Relevant SkillsPlease see the requirements listed above.
- Other Relevant SkillsFor complementary skills, please see above and/or contact the recruiter.View Citi's EEO Policy Statement and the Know Your Rights poster.
📌 Banquero De Relación (Metepec)
🏢 Citigroup
📍 Metepec