Banamex Norte Ejecutivo de Cuenta Pyme Distrito Monterrey Regional

Banamex; Monterrey; On-site; MXN 300,000 - 520,000; Full time

Job summary

Banamex is seeking a Business Development Officer to attract, retain and grow its SME client portfolio by offering high-value advisory on segment products and services.

You will visit clients, implement campaigns, and coordinate with area leadership to meet sales targets while ensuring compliance and delivering an exceptional client experience.

The role emphasizes building trusted banking relationships, expanding product usage, and contributing to Citi's franchise growth in Mexico.

Qualifications

• Experience selling financial products.
• Knowledge of financial products, especially credit to companies.
• Excellent communication and handling objections to achieve sales.

Responsibilities

• Meet sales goals by growing portfolio and cross-selling.
• Cross-sell and attract new SME clients to expand relationships.
• Provide comprehensive advice, positioning Citi as the first option.
• Follow campaigns and strategies to boost sales.
• Visit clients to understand needs and develop improvement plans.
• Escalate issues and communicate plans with supervisor.
• Ensure risk controls and regulatory compliance.
• Deliver excellent client experience and measure with metrics.
• Identify opportunities for service improvements and escalate.
• Support NPS goals through action plans with Coordinator.

Skills

Sales experience

Financial products knowledge

Excellent communication

Education

Bachelor's degree

Job description

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 escal 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.

Other Relevant Skills

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

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