Client Executive Specialist, Citi

Citi

Location:
Mexico, Ciudad De Mexico

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The CCB TTS Client Executive is a seasoned professional role responsible for sales support, client-focused activities, maintaining relationships, and risk assessment while contributing to process improvement and training.

Job Responsibility:

Provides direct sales support to Treasury Consultants in covered markets
Preparing proposals and pricing analysis, assist with RFPs and presentations, coordinate credit approvals and exception pricing, coordinate data input for tracking pipeline and activity
Establishes and maintains relationships with Treasury Consultants and Bankers that are directly supported
Coverage on product sales related inquiries from Treasury Sales, Bankers, other internal partners and clients
Joins Treasury Consultant on in person sales calls or conference calls when appropriate
Assess risk when business decisions are made and demonstrate consideration for the firm's reputation and compliance with applicable laws and policies

Requirements:

5-8 years commercial banking or relevant experience
Proven track record of successful client focused activity, Back Office Cash Management or Trade Operations Experience
Advanced problem solving skills
Excellent interpersonal skills
Committed, Trusted team player
High energy and initiative
Time Management and Organizational Skills
Bachelors/University degree
English fluency is required

Additional Information:

Job Posted:
November 25, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Client Executive Specialist