Banamex-gerente Pyme Culiacán Sinaloa jobs at Citi Group in Mexico, Buenavista

Responsibilities:

• Proactively build strong and productive relationships within our bank assessment areas to promote and generate business to meet and exceed goals.
• Facilitate, promote, and administer financial education, seminars and outreach efforts to generate business.
• Provide technical training on lending programs/products to external relationship partners and to internal partners team on
• Manage and cultivate relationships with external clients to increase lending penetration in bank assessment areas.
• Works closely with leadership in support of new business development efforts. This role emphasizes planning, organizing, researching, and responding to retail private label and co-brand opportunities in a uniform manner.
• Support strategic planning process for business development
• Perform deep dive research of new business prospects to include company research, financial analysis, deal background/history, value proposition, etc.
• Assemble business plans for high priority prospects (competitive landscape, SWOT, differentiation strategy, detailed prospecting plan and resource requirements) and maintain business plan tracking and adherence.
• Coordinate market research requests/activities for prospects, to include brand data analytics and mystery shopping.
• Prepare prospect meeting presentations (including ordering and managing creative process, deck production).
• Perform prospect and pipeline tracking duties.
• Build, monitor and continuously refresh prospect database.
• Create monthly retailer performance dashboard for key prospects and existing clients - and proactively share insights with Business Development and Partner Management teams.
• Assist in coordination across other Citi business units in support of new business.
• Responsible for scheduling deal meetings (internal), coordinating logistics for external meetings, and maintaining calendar of activities
• Develop specific business plans, including closed loan goals, for each product and program sponsored and managed.
• 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.

Qualifications:

• 2-5 years relevant experience
• experience in financial services including a focus on financial planning
• Use of Money Guide Pro, Impact or other Financial Planning Software a plus
• CFP preferred or working towards a CFP designation NaviPlan Financial Planning Tool experience – preferred
• Active Series 7 preferred
• Strong written and verbal communication skills
• Strong attention to detail
• Solid relationship-building skills
• Strong work ethic and the ability to produce high quality plans within a defined timeline
• Ability to organize and prioritize work, meet deadline

Education:

• Bachelor’s/University degree or equivalent experience

Time Type:

• Assists in developing short and long product-level strategies to ensure delivery of the financial plan
• Responsible for field execution of credit initiatives and achievement of credit goals and objectives
• Work with key stakeholders to develop and implement a strategy/contact model for the Field Sales Representatives that will meet the guidelines established by the Partner and Partner Management teams
• Analyze weekly and monthly sales reports, understand field performance, and implement action plans to ensure sales objectives are achieved
• Collect and communicate market intelligence around best practices, client feedback and market competition in assigned geography and vertical
• Assist in development and implementation of a field intelligence system for prompt reporting of competitive activity, to include Citi Relationship Management platform and analytics
• Develop and maintain relationships with internal and Retail Partners, respond in a timely manner to escalated credit issues and concerns, and develop new and enhanced programs to increase new accounts
• Develop and manage cost center budgets and expenses
• 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.

• 6-10 years of relevant experience
• Required licenses: Series 7, Series 63, and Series 65
• Sales/Credit experience required
• Field Sales and/or client development experience required
• Project Management experience preferred
• Working knowledge of related industry practices and standards
• Ability to work 50%-75% of the time
• Ability to work out of a home office
• Consistently demonstrates clear and concise written and verbal communication

• Bachelor’s degree/University degree or equivalent experience
• Master’s degree preferred

Certificacion figura 3 AMIB vigente

Time Type:

Responsibilities:

• Calls on clients to deepen relationships and proactively owning, responding to and anticipating any future needs, roadblocks or risks, leveraging internal resources to assist where necessary
• Responsible for resolving issues with clients’ portfolios to enhance complete satisfaction
• Working closely with senior RMs, product specialists and subject matter experts across the bank to structure customized solutions that meet clients’ unique needs
• Working closely with senior RMs to leverage the expertise and capabilities of other Citi businesses to better achieve mutual business goals together
• Identifies cross-sell opportunities to deepen and increase share of wallet
• Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
• Identifying and pursuing new clients aligned with CITI COMMERCIAL BANK (CCB)’s value proposition.
• Staying connected with influencers, industry associations, thought leaders and senior business contacts to expand industry knowledge and deepen CITI COMMERCIAL BANK (CCB)’s relationship with these partners
• Ensuring deals are structured to balance risk and reward, so teams’ incentives align with acting in the clients’ interests
• Actively protects Citi’s assets and reputation by being the first line of defense from credit risk management perspective
• Ensures compliance with regulatory requirements and Citi's policies / guidelines at all time
• 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:

• 2-5 years relevant experience
• Good understanding and knowledge of commercial banking products and process
• Demonstrates intermediate knowledge of credit skills and Early Warning Detection
• Demonstrates intermediate understanding of accounting principles, financial modeling and financial statement analysis
• Ability to work effectively in team setting
• Proven leadership ability with excellent interpersonal skills
• Communicates views with clarity and confidence
• Maintains contact with key stakeholders to proactively seek input as appropriate
• Detail oriented with demonstrated organizational skills
• Self-motivated
• Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients’ needs.
• Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients
• Positive mindset with “can-do” attitude, willingness to go extra miles for providing sound advice and effective services to clients
• Able to anticipate client requests/needs and resolves queries in a timely manner, leveraging internal resources
• Must have a sharp business development focus and demonstrative innovative approaches
• Demonstrates professionalism by being reliable, actively contributing in meetings, asking questions and challenging ideas

Education:

• Bachelor’s/University degree or equivalent experience

Ingles avanzado deseable.

Time Type:

View the " " poster. View the .

View the .

View the