Banamex - Banquero De Apoyo Oaxaca

The Citigold Relationship Banker 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.ResponsibilitiesClient Account ManagementReview CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products / services based on the current and future customer needs.Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetrationEnsure coverage of all relationships through customer engagements, risk profiling and financial planning.Organize CG customer events to enhance customer bonding.Acquire new CitiGold customers through converting referral leads.Compliance, Risk & ControlsEnsure that KYC / AML and other compliance norms are strictly adhered to.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.Qualifications0-2 years relevant experienceAbility to manage relationships both internal and external; Ability to prioritizeMandatory certifications as required for selling financial productsEducationBachelor's / University degree or equivalent experienceRequisitosLicenciatura terminada, titulo o carta pasante.Certificación FIG 3 deseable.1 o 2 años de experiência deseable en sector financiero.View Citi's EEO Policy Statement and the Know Your Rights poster.

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