Relationship Banker, Citi

Relationship Banker

Citi

Location:
Mexico, Ciudad De Mexico

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The CPC Relationship Banker is a developing professional role aiming to assist clients with asset allocation, compliance, financial planning, and engaging customer relationships to mobilize funds and sell tailored products.

Job Responsibility:

Client Account Management
Review CPC customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs
Advise CPC 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 CPC 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 CPC customer events to enhance customer bonding
Acquire new CPC customers through converting referral leads
Compliance, Risk & Controls
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:

0-2 years relevant experience
Bachelor’s/University degree or equivalent experience

What we offer:

Equal opportunity employer policy
Compliance with applicable laws, rules and regulations

Additional Information:

Job Posted:
May 16, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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