Junior SME Growth & Advisory Officer

Citi; New York (NY); On-site; USD 17,000 - 27,000; Full time

Job summary

Citi in Monterrey, Mexico, is seeking a Business Development Officer to attract, maintain, retain and grow SME client relationships, delivering high-value advisory across the bank's segment products and managing a consolidated client portfolio.

You will drive sales through campaigns, cross-selling, and new client acquisition, provide comprehensive advice, and ensure risk controls and regulatory compliance while achieving NPS objectives.

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

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.
• 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.

Skills

Sales skills

Communication

Education

Bachelor’s/University degree or equivalent experience

Job description

Citi in Monterrey, Mexico, is seeking a Business Development Officer to attract, maintain, retain and grow SME client relationships, delivering high-value advisory across the bank's segment products and managing a consolidated client portfolio.

You will drive sales through campaigns, cross-selling, and new client acquisition, provide comprehensive advice, and ensure risk controls and regulatory compliance while achieving NPS objectives.