Banquero De Apoyo Patrimonial San Nicolas jobs at Citi Group in Mexico, San Nicolás De Los Garza
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Mexico
San Nicolás De Los Garza
7 jobs found
08.08.2024
CG
Citi Group Banquero de Apoyo Patrimonial San Nicolas Mexico, Nuevo León, San Nicolás de los Garza
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...
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...
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...
Provide day-to-day client servicing, handle and provide timely resolution to client issues. Validates client data and documentation in relevant systems. Takes the lead to coordinate and follow-up across internal departments...
Provide day-to-day client servicing, handle and provide timely resolution to client issues. Validates client data and documentation in relevant systems. Takes the lead to coordinate and follow-up across internal departments...
Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service. Perform efficient and accurate banking transactions including, managing...
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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