Banamex Relationship Associate ZAPOPAN

Citigroup

Región Centro

On-site

MXN 180,000 - 260,000

Full time

2 days ago
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Job summary

Citi in Mexico seeks a Relationship Associate, a developing professional role focused on monitoring, analyzing data, and providing day-to-day client servicing.

You will coordinate with internal departments, validate client data, identify policy gaps, and support risk-aware decisions within Commercial Sales.

Qualifications

  • Bachelor's degree required.
  • 0-2 years relevant experience.
  • Full-time role in Commercial Sales Support.

Responsibilities

  • Provide day-to-day client servicing and timely resolution of client issues.
  • Validate client data and documentation in relevant systems.
  • Coordinate and follow-up across internal departments to solve client needs.
  • Provide feedback on emerging product needs and process improvements.
  • Analyze client data and provide reporting as needed.
  • Assess risk when business decisions are made and escalate/control issues with transparency.

Skills

Client servicing
Data interpretation
Communication

Education

Bachelors degree

Tools

CRM systems
Excel

Job description

The Relationship Associate 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
  • Provide day-to-day client servicing, handle and provide timely resolution to client issues.
  • Validates client data and documentation in relevant systems.
  • Takes the lead to coordinate and follow-up across internal departments to solve client needs.
  • Provides feedback to client related to emerging product needs, competitive practice and ideas on process/product improvement.
  • Analyzes client data and provides reporting as needed.
  • 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
Education
  • Bachelors degree

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Job Family Group

Commercial and Business Sales

Job Family

Commercial Sales Support

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.

_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._

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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