Client Desk Banker jobs at Citi Group in Mexico, Mexico City
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Mexico
Mexico City
40 jobs found
19.12.2024
CG
Citi Group Banamex Citigold Relationship Banker - C10 GUADALUPE Mexico, Mexico City
Client Account Management. 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...
Assists with the receipt, review, and lodgment of documentation for both client products. Execute the configuration in the Legacy Systems for registration or maintenance of customer data and accounts. Manages...
Client Account Management. 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...
Processes client’s requests related to system set up including signatories’ updates and documentation lodgment. Co-operates with internal partners to perform systems maintenance based on documentation related to account opening and...
Processes client’s requests related to system set up including signatories’ updates and documentation lodgment. Co-operates with internal partners to perform systems maintenance based on documentation related to account opening and...
Actively identify prospects and establish contact with them/convert prospects into clients. Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and...
Provide complete service support to client, including solving complex client inquiries. Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc. Client/prospect...
Client Account Management. 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...
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