Senior Associate Banker & Client Growth Lead

27284 Banco Citi Mexico Sociedad Anonima; Xico; Presencial; MXN 400,000 - 600,000; Jornada completa

Descripción de la vacante

A leading financial institution in Xico, Mexico seeks an Associate Banker Senior to provide comprehensive service support to clients while assisting Bankers with documentation, prospecting, and client relationship management. The ideal candidate will have 5-8 years of experience, a university degree, and strong knowledge of investment and banking products. Proficiency in English and the ability to manage multiple tasks is essential for this full-time role.

Formación

• 5-8 years of experience required.
• Knowledge of investments is essential.
• Banking and credit products desirable.
• Fluent English is mandatory.

Responsabilidades

• Provide complete service support to clients, including solving complex inquiries.
• Assist Banker in documentation like account opening and loan disbursals.
• Organize client meetings and maintain call records.
• Conduct prospect research and develop leads.
• Ensure compliance with KYC/AML documentation.

Conocimientos

Analytical skills

Communication

Diplomacy

Relationship management

Multi-tasking

Educación

Bachelor's / University degree or equivalent experience

Descripción del empleo

A leading financial institution in Xico, Mexico seeks an Associate Banker Senior to provide comprehensive service support to clients while assisting Bankers with documentation, prospecting, and client relationship management. The ideal candidate will have 5-8 years of experience, a university degree, and strong knowledge of investment and banking products. Proficiency in English and the ability to manage multiple tasks is essential for this full-time role.