CCB TTS Client Executive Specialist - C12 - Ciudad De Mexico

Citi; Ciudad de México; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A global financial services company is seeking a Treasury Client Executive in Mexico City. The role focuses on providing sales support to Treasury Consultants, maintaining client relationships, and assessing risks in business decisions. Candidates should have 5-8 years of commercial banking experience and a bachelor's degree. Strong communication and problem-solving skills are essential. This full-time position offers an opportunity to influence decisions and manage significant projects.

Formación

• 5-8 years relevant experience in commercial banking.
• Proven track record in cash management or trade operations.
• Fluency in English is required.

Responsabilidades

• Provides direct sales support to Treasury Consultants.
• Establishes and maintains relationships with Treasury Consultants.
• Joins sales calls with Treasury Consultants.
• Assesses risk in business decisions to safeguard the firm's reputation.

Conocimientos

Commercial banking experience

Client focused activity

Problem solving skills

Interpersonal skills

Time Management

Organizational Skills

Educación

Bachelors/University degree

Descripción del empleo

The CCB TTS Client Executive is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Good communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

Responsibilities

• Provides direct sales support to Treasury Consultants in covered markets. Position is focused on revenue generating activities associated with the sale of Treasury Products and Services. Activities may include: preparing proposals and pricing analysis, assist with RFPs and presentations, coordinate credit approvals and exception pricing, coordinate data input for tracking pipeline and activity
• Establishes and maintains relationships with Treasury Consultants and Bankers that are directly supported.
• Coverage on product sales related inquiries from Treasury Sales, Bankers, other internal partners and clients
• Joins Treasury Consultant on in person sales calls or conference calls when appropriate.
• 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

• 5-8 years commercial banking or relevant experience;
• Proven track record of successful client focused activity, Back Office Cash Management or Trade Operations Experience
• Advanced problem solving skills
• Excellent interpersonal skills
• Committed, Trusted team player
• High energy and initiative
• Time Management and Organizational Skills

Education

• Bachelors/University degree
• English fluency is required

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 Product Sales

Time Type: Full time

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