BANAMEX Ejecutivo de Cuenta PYME Monterrey Sur

Citi; New York (NY); On-site; USD 23,000 - 33,000; Full time

Job summary

Citi está buscando un Ejecutivo de Cuenta PYME para San Pedro Garza García, México. El profesional gestionará una cartera de clientes SME, brindando asesoría integral y aumentando la relación entre cliente y banco a través de productos y soluciones financieras.

El candidato ideal debe tener experiencia en ventas de productos financieros, capacidad para identificar necesidades y cerrar negocios, y habilidades de comunicación para manejar objeciones de clientes.

Qualifications

• Experiencia previa en venta de productos financieros.
• Conocimiento de productos financieros, especialmente crédito para empresas, técnicas de ventas.
• Excelentes habilidades de comunicación y manejo de objeciones para lograr ventas efectivas.

Responsibilities

• Asegurar el cumplimiento de las metas de ventas definidas por la franquicia, como crecimiento de cartera, cross-selling, atracción de nuevos clientes y retención de los clientes actuales.
• Vincular clientes existentes mediante detección de necesidades para lograr una mayor relación Cliente-Banco.
• Ofrecer un servicio de alto valor y asesoría integral a clientes PYME.

Skills

Experiencia en ventas

Productos financieros

Habilidades de comunicación

Education

Grado universitario

Job description

BANAMEX Ejecutivo de Cuenta PYME Monterrey Sur

Job Req Id:

26991935

Location(s):

San Pedro Garza García (Jesús María), Nuevo León, Mexico

Job Type:

On-Site/Resident

Posted:

Sep. 01, 2026

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

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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