Banamex Relationship Associate - BEI

The Relationship Associate is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

Responsibilities:

• Provide day-to-day client servicing, handle and provide timely resolution to client issues.
• Validates client data and documentation in relevant systems.
• Takes the lead to coordinate and follow-up across internal departments to solve client needs.
• Provides feedback to client related to emerging product needs, competitive practice and ideas on process/product improvement.
• Analyzes client data and provides reporting as needed.
• 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:

• 0-2 years relevant experience

Education:

• Bachelors degree

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Banquero Asociado Junior orientado a la atención y servicio al cliente, responsable de brindar asesoría financiera personalizada, identificar necesidades de los clientes y promover productos y servicios financieros que contribuyan a su bienestar financiero. La posición requiere generar relaciones de confianza de largo plazo, asegurar una experiencia de servicio excepcional y apoyar el cumplimiento de los objetivos comerciales de la sucursal.

Responsabilidades principales

• Brindar atención integral y asesoría financiera a clientes.
• Identificar oportunidades de vinculación y colocación de productos financieros.
• Gestionar consultas, solicitudes y aclaraciones de manera oportuna.
• Mantener altos estándares de servicio y satisfacción del cliente.
• Contribuir al cumplimiento de metas comerciales y de calidad.
• Dar seguimiento a clientes para fortalecer la relación comercial y fomentar la fidelización.
• Cumplir con las políticas, controles y normativas aplicables del sector financiero.

Requisitos clave

• Licenciatura concluida o en curso en áreas Económico-Administrativas, Finanzas, Contabilidad, Administración o afines.
• Inglés intermedio- avanzado indispensable

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Job Family Group:

Commercial and Business Sales

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Job Family:

Commercial Sales Support

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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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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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