BANAMEX / Distrito SLP / Ejecuivo de cuenta PyME SLP

Citi; New York (NY); Presencial; USD 16.000 - 32.000; Jornada completa

Descripción de la vacante

Citi in San Luis Potosí seeks a Business Development Officer to attract, maintain, retain and grow SME client relationships, providing high-value advisory on segment products and managing a consolidated client portfolio.

Responsibilities include achieving sales goals, linking clients through needs detection, cross-selling, and ensuring compliance with regulations while delivering an exceptional client experience.

Formación

• 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

Responsabilidades

• Attract and manage SME client relationships to grow revenue.
• Achieve portfolio growth and cross-sell across franchise products.
• Provide comprehensive financial advice to SME clients.
• Execute campaigns and sales plans defined by the franchise.
• Visit clients to identify opportunities and develop plans.
• Ensure compliance with laws, rules, and Citi policies.

Conocimientos

Selling financial products

Sales techniques

Excellent communication

Educación

Bachelor’s degree or equivalent

Descripción del empleo

BANAMEX // Distrito SLP // Ejecuivo de cuenta PyME SLP

Job Req Id:

261006554

Location(s):

San Luis Potosí City, San Luis Potosí, Mexico

Job Type:

On-Site

Posted:

Oct. 29, 2026

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Job Overview

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 elevate 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

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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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