Banamex - Banquero relación empresarial senior - Chihuahua

Responsibilities

• Calls on clients to deepen relationships and proactively own, respond to, uncover and anticipate 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 with product specialists and subject matter experts to structure innovative and customized solutions that meet clients' individual needs;
• Works closely with Case Manager on the onboarding 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 & annual reviews for the 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 credit risk management perspective;
• Ensures compliance with regulatory requirements and Citi's policies / guidelines at all times;
• 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 judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications

• 5-8 years of experience;
• Sound knowledge of banking and investment products and process 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, clearly communicate the priorities;
• Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients’ needs;
• A proactive approach in looking for ways in strengthening business relationship with clients, delivers 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;
• Able 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

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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