Banamex Banquero de apoyo Mérida

Banamex; Mérida; On-site; MXN 180,000 - 280,000; Full time

Job summary

Citi is seeking a developing professional for the CitiGold Relationship Banker role. The position focuses on monitoring, analyzing, and evaluating client processes and data to identify policy gaps and suggest improvements.

Responsibilities include managing client accounts, validating client needs, and promoting additional financial products while maintaining compliance with KYC/AML policies.

Qualifications

• 0-2 years relevant experience.
• Ability to manage relationships both internal and external; ability to prioritise.
• AMIB III indispensable and required certifications for selling financial products.

Responsibilities

• Client account management across CitiGold relationships.
• Review customer needs and asset allocation with clients.
• Advise customers to enrich relationships and mobilize funds or sell products.
• Ensure KYC/AML compliance and risk controls.
• Organize client events to strengthen relationships.

Skills

Relationship management

Prioritisation

Selling financial products

Education

Bachelor's degree or equivalent

Job description

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. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

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

Se requiere AMIB III indispensable

Se requiere titulación o en proceso

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Job Family Group

Private Client Coverage

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Job Family

Relationship Banker

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Time Type

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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