Citigold Relationship Banker, Citi

Citi

Location:
Mexico, Santiago de Querétaro

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The Citigold Relationship Banker is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information.

Job Responsibility:

Review 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 penetration
Ensure 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
Ensure 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
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

Requirements:

2-5 years relevant experience
Ability to manage relationships both internal and external
Ability to prioritize
Mandatory certifications as required for selling financial products
Certificación Figura Amib- Indispensable

Additional Information:

Job Posted:
August 07, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Citigold Relationship Banker