CitiGold Relationship Banker
Responsibilities
Client Account Management
Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.
Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration
Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.
Organize CG customer events to enhance customer bonding.
Acquire new CitiGold customers through converting referral leads.
Compliance, Risk & Controls
Ensure that KYC/AML and other compliance norms are strictly adhered to.
Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
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
0-2 years relevant experience
Ability to manage relationships both internal and external; Ability to prioritize
Mandatory certifications as required for selling financial products
Education
Bachelor's/University degree or equivalent experience
Other Job Details
Se requiere AMIB III indispensable
Se requiere titulación o en proceso
Job Family Group: Private Client Coverage
Job Family: Relationship Banker
Time Type: Full time
Equal Opportunity
Citi is an equal opportunity employer, and qualified candidates will receive

📌 Banamex Banquero de apoyo Mérida
🏢 Citigroup
📍 Mérida