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 times
Qualifications:
- 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
- Demonstr
📌 Banquero de Relación Empresarial Sr (Zapopan)
🏢 Citi
📍 Zapopan