Client Desk Banker jobs at Citi Group in Mexico, Mexico City
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Company (1)
Job type
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Job title (1)
Mexico
Mexico City
8 jobs found
28.05.2025
CG
Citi Group Citigold Relationship Banker - C10 Ciudad De 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...
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...
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...
Build and run reports such as Management Information Systems (MIS) or financial forecasts and results, as needed. Research and interpret standard information and identify inconsistencies in data or results. Assist...
Perform cash management operations such as execution of local payment transactions (MC/DD/CCPP issuance, salary disbursement, EFT and RTGS) by complying with standard operating procedure. Coordinate with the regional team for...
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...
Responsible for customer interaction, documentation issuance, review and system setups. Demonstrates high level of diligence, motivation and organizational skills. Focuses on timely and accurate delivery of all account opening functions,...
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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