Banamex Ejecutivo de Cuenta Pyme - Ensenada

Banamex; Ensenada; Presencial; MXN 300.000 - 480.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Employee banking privileges

Descripción de la vacante

Citi is seeking a Business Development Officer to grow and manage an SME client portfolio, delivering high-value advisory on Citi products. You will attract new clients, deepen existing relationships, and drive cross-selling while maintaining compliance with banking standards.

The role emphasizes thorough needs detection, proactive planning with area leaders, and achieving NPS goals across the franchise. Full-time, on-site, with a focus on delivering exceptional client experiences.

Formación

• Experience selling financial products to SMEs.
• Knowledge of credit products for companies.
• Strong communication and objection handling skills.

Responsabilidades

• Attract, maintain, retain and grow SME client portfolio through high value service.
• Provide comprehensive advice and position Citi as the first option across products.
• Identify opportunities via needs detection and campaigns to boost sales growth.
• Ensure compliance with sales goals and regulations, and communicate with leadership.

Conocimientos

Previous experience selling financials

Knowledge of financial products

Excellent communication skills

Educación

Bachelor’s/University degree or equivalent experience

Descripción del empleo

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 escalateto 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

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Job Family Group:

Consumer Sales

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Job Family:

Consumer Business Development

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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.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.