BANAMEX BANQUERO PYME LA PAZ

CITI; La Paz; Presencial; MXN 350 000 - 550 000; Tempo integral

Resumo da oferta

Citi in La Paz, Baja California Sur is seeking a Business Development Officer to attract, maintain, and grow a portfolio of SME clients. The role focuses on delivering high-value advisory, cross-selling, and building lasting client relationships to position Citi as the first option for business banking needs.

The position requires experience selling financial products to SMEs, strong communication, and a proactive approach to risk and compliance while delivering excellent client service in a

Qualificações

• Experience selling financial products to SME clients is required.
• Solid knowledge of corporate credit products and sales techniques.
• Excellent communication and objection handling to close sales.

Responsabilidades

• Ensure compliance with sales goals defined by the franchise, aiming for portfolio growth and customer retention.
• Link existing clients by detecting needs to deepen the Customer-Bank relationship.
• Provide high-value advisory to SME clients and position Citi as the first option across products.
• Coordinate with Area Coordinator to execute campaigns and boost sales growth.
• Visit clients to identify improvement opportunities and develop plans aligned with customer expectations and NPS targets.
• Assess risk and ensure adherence to laws, regulations, and Citi policies.

Conhecimentos

Financial product sales

Credit products knowledge

Objection handling

Communication skills

Formação académica

Bachelor’s degree or equivalent experience

Descrição da oferta de emprego

The Business Development Officer is in charge of attracting, maintaining, retaining and growing the relationship that he manages with SME clients in his portfolio, offering a high value service on advising on segment products. Serves a consolidated client portfolio.

Responsibilities:

• Ensure compliance with the sales goals defined by the franchise, such as portfolio growth, cross-selling, attracting new customers and retaining current customers of its portfolio.
• Link existing clients by performing needs detection to achieve a greater Customer-Bank relationship.
• Offer a high value service.
• Comprehensive advice to SME clients seeking to solve all the needs of the company, positioning the bank as the 1st option in all the products that the client can acquire.
• Know and execute efficiently the campaigns and strategies defined by the franchise to boost sales growth.
• Execute the action plans agreed with the Area Coordinator to ensure compliance with the sales plan.
• Adequately scale deviations and action plans, generating effective communication with your immediate boss.
• Comply with the controls and regulations established by the institution.
• Visiting clients to understand opportunities for improvement and develop plans in line with the expectations of customers in the area, ensuring the NPS indexes defined at the franchise level.
• Implement and influence in conjunction with your Coordinator in the design of action plans that ensure the achievement of the NPS goal.
• Identify in a timely manner improvements in the service and escalat[e] to its Coordinator.
• 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:

• Previous experience in selling financial products.
• Knowledge of financial products, especially credit to companies, sales techniques.
• Excellent communication skills and management of objections with customers to achieve effective sales

Education:

• Bachelor’s/University degree or equivalent experience

Job Family Group:

Consumer Sales

Job Family:

Consumer Business Development

Time Type:

Full time

Most Relevant Skills

Please see the requirements listed above.

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