Relationship Banker, Citi

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 that applies specialty area knowledge to monitor, assess, analyze, and evaluate processes and data. The role includes identifying policy gaps, interpreting data, making recommendations, and working to enhance customer relationships.

Job Responsibility:

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
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

Requirements:

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

Additional Information:

Job Posted:
July 03, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Banker