Banamex Banquero de Relacion Empresarial (San Pedro Garza García)

Responsibilities

• Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations;
• Serves as clients' contact point and is responsible for managing internal departments to address any customer service issues;
• Introduces solutions to clients in building and strengthening an effective portfolio;
• Works closely with Case Manager on the on‑boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met;
• Identifies cross‑sell opportunities to deepen and increase share of wallet;
• Drives innovation in the solutions we provide clients and further develops our business where necessary and appropriate;
• Supports the Senior Relationship Managers in structuring deals that balance risk and reward;
• Maximizes client experience by proactively sharing market updates, trends and intelligence;
• Assists Senior Relationship Manager or Team Leader in the research and identification of prospective clients;
• Networks with clients to identify avenues for new business opportunities;
• Prepares/oversees new transaction submissions and annual reviews for submission to the in‑business credit lending management and independent risk department;
• Actively protects Citi’s assets and reputation by being the first line of defense from a credit risk management perspective;
• Ensures compliance with regulatory requirements and Citi's policies/guidelines at all times;

Qualifications

• 5-8 years of experience;
• Sound knowledge of banking and investment products and processes as well as a track record of providing sound banking and financial advice and solutions to clients;
• Demonstrates core credit skills;
• Demonstrates an intermediate level of Early Warning Detection skills;
• Demonstrates ability to close deals and proficiently manage the credit origination process, gather and maintain credit documentation and monitor accounts;
• Demonstrates advanced understanding of accounting principles, financial modeling and statement analysis;
• Ability to work effectively in team setting;
• Excellent interpersonal, communication and influencing skills;
• A self‑starter, with positive/can‑do approach, embraces changes and is bold;
• High level of energy, enthusiasm and motivation;
• Highly focused, able to rapidly identify key priorities and clearly communicate them;
• Passion for creating new business opportunities with existing clients and ability to demonstrate innovative approaches to meeting clients’ needs;
• A proactive approach in looking for ways to strengthen business relationships with clients, delivering a simple, secure and seamless client experience;
• Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients;
• Ability to quickly adapt priorities based on the latest data insights;
• Must have a sharp business development focus and demonstrative innovative approaches;

Education

• Bachelor’s/University degree or equivalent experience;

Job Family Group

Commercial and Business Sales

Job Family

Relationship Management

Time Type

Full time

EEO Statement

View Citi’s EEO Policy Statement and the Know Your Rights poster.