Citigold Relationship Banker, Citi

Citigold Relationship Banker

Citi

Ubicación:
Mexico, Tlalnepantla

Categoría:
Banca

Tipo de contrato:
Contrato de trabajo

Salario:

No proporcionado

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Descripción del trabajo:

The Citigold Relationship Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices.

Responsabilidades:

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
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.

Requisitos:

0-2 years relevant experience
Ability to manage relationships both internal and external
Ability to prioritize
Mandatory certifications as required for selling financial products
Lic. Económico- Administrativo, Mercadotecnia, etc.
Certificación AMIB 3 Indispensable
Excel intermedio
Experiencia en atención al cliente
Experiencia en inversiones
Trabajo en equipo
Orientado al cliente.

Información adicional:

Oferta publicada:
12 de junio de 2025

Tipo de empleo:

Tiempo completo

Tipo de trabajo:

Trabajo presencial

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