Banamex - Banquero de Apoyo Patrimonial Cuernavaca

hace 12 horas


Cuernavaca, México Citi A tiempo completo

The Citigold Relationship Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Responsibilities 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 mobilizing additional funds and sell other fee based products/services based on the current and future customer needs. Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration Ensure coverage of all relationships through customer engagements, risk profiling and financial planning. Organize CG customer events to enhance customer bonding. Acquire new CitiGold customers through converting referral leads. Compliance, Risk & Controls Ensure that KYC/AML and other compliance norms are strictly adhered to. 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 0-2 years relevant experience Ability to manage relationships both internal and external; Ability to prioritize Mandatory certifications as required for selling financial products Education Bachelor's/University degree or equivalent experience Additional Conocimiento en temas de control Conocimiento Financiero Contacto y Asesoría a clientes Indispensable Figura 3 Amib Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr



  • Cuernavaca, México Citibank (Switzerland) AG A tiempo completo

    ## For additional information, please review .Banamex - Banquero de Apoyo Cuernavaca page is loaded## Banamex - Banquero de Apoyo Cuernavacalocations: Cuernavaca Morelos Mexicotime type: Full timeposted on: Posted Todaytime left to apply: End Date: January 12, 2026 (5 days left to apply)job requisition id: 25925199The Citigold Relationship Banker...


  • Cuernavaca, México Citi A tiempo completo

    The Field Sales Intmd Officer is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build...

  • Banquero Premium

    hace 3 semanas


    Cuernavaca, México Agencia de Reclutamiento A tiempo completo

    **Vacante para la empresa Agencia de Reclutamiento en Av. Rio Mayo 812, Vista Hermosa 62270 Cuernavaca Mor. -Cuernavaca, Morelos**:** BANQUERO/A PREMIUM (BILINGUE)****TRABAJA SOLO DE**lunes a viernes 9:00 am a 4:00 pm****Ofrecemos**:- Sueldo base mensual (20,000 a 24,000 mensuales brutos)- Bono mensual- Vales de despensa topado a $ 3,100 pesos- Contratación...

  • Ejecutivo de Crédito

    hace 1 semana


    Cuernavaca, México FINANCIERA APOYO ECONÓMICO A tiempo completo

    FINANCIERA APOYO ECONOMICO EJECUTIVO DE CRÉDITO **Requisitos**: - Edad: de 22 a 45 años. - Sexo: Indistinto - Escolaridad: Medio Superior - Experiência mínimo de 1 año en puestos similares (financieras o bancos). INDISPENSABLE VIVA EN ZONA DE CUERNAVACA Actividades: - Cobranza telefónica. - Atención a clientes. - Colocación créditos...


  • Cuernavaca, Morelos, México Citi A tiempo completo

    Discover your future at CitiWorking at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.Job OverviewThe Citigold Relationship Banker is a developing professional role....


  • Cuernavaca, México PowerToFly A tiempo completo

    The Citigold Relationship Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...


  • Cuernavaca, México PowerToFly A tiempo completo

    The Citigold Relationship Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...


  • Cuernavaca, México Citi A tiempo completo

    The Citigold Relationship Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...


  • Cuernavaca, México Citi A tiempo completo

    The Citigold Relationship Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...

  • Asesor de Ventas

    hace 2 semanas


    Cuernavaca, México Ziga Cuernavaca A tiempo completo

    **La Agencia de Autos Renault Cuernavaca solicita** **ASESOR DE VENTAS**: **Funciones**: Atención a clientes, hacer demostración de vehículos, realizar pruebas de manejo, generar cotización y venta de adicionales. **Perfil**: - 1 año de experiência en cualquier giro - Bachillerato concluido - Necesario saber conducir (estándar y automático), contar...