Banquero Priority Remoto- Distrito Monterrey jobs at Citi Group in Mexico, Mexico City
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Company (1)
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Job title (1)
Mexico
Mexico City
105 jobs found
01.04.2025
CG
Citi Group Banamex/ Analista de Autorización Tarjetas Credito C09 Monte... Mexico, Mexico City
Process incoming credit requests reviewing for completeness/accuracy, and convert to concise, accurately recorded credit facilities. Analyze/evaluate credit reports as well as coordinate and follow up on actions plans, implementations, and...
Contribute to the budgetary requirement definition for assigned product area, develop functional specifications, and create project plans and software release schedules. Partner with business and development teams to identify engineering...
Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations;. Serves as clients' contact point and is responsible for...
Responsible for providing a remarkable client experience and deepening relationships of Private Bank clients. Assist in providing potential solutions to a client’s complex financial needs. Profile clients to understand banking...
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...
Develop and implement sales plans to achieve all monthly and annual new asset referral targets. Interact with managers and directors to ensure ongoing communication regarding existing and future client needs....
Support the sales team to sell products to the existing base through portfolio analysis of existing insurance and investment holdings, needs analysis, and customer risk profile. Disseminate information on industry,...
Process incoming credit requests reviewing for completeness/accuracy, and convert to concise, accurately recorded credit facilities. Analyze/evaluate credit reports as well as coordinate and follow up on actions plans, implementations, and...
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