Mid-corp Relationship Manager

hace 2 meses


Mérida Yuc, México Citi A tiempo completo

**Responsibilities**:

- Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations
- Introduces solutions to clients in building and strengthening an effective portfolio;
- Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met;
- Identifies cross-sell opportunities to deepen and increase share of wallet;
- Maximizes client experience by proactive sharing markets updates, trend and intelligence;
- Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
- Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB)
- Networks with clients to identify avenues for new business opportunities;
- Ensures compliance with regulatory requirements and Citi's policies / guidelines at all time

**Qualifications**:

- 6-10 years of experience
- Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients
- Demonstrates sound credit skills by being able to structure more complex deals, which can include capital market transactions
- Demonstrates advanced level of Early Warning Detection skills
- Demonstrates advanced credit skills; able to structure all type of credit deals
- Ability to work effectively in team setting
- Ability to coordinate multi-functional teams to provide an exceptional client experience.
- Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership)
- Ability to work under pressure while making sound decisions
- Highly focused, able to rapidly identify key priorities, clearly communicate the priorities
- A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience
- Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients’ needs.
- Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients
- Able to quickly adapt priorities based on the latest data insights

**Education**:

- Bachelor’s/University degree, Masters degree preferred**Job Family Group**:
Commercial and Business Sales
- **Job Family**:
Relationship Management
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

View the **EEO Policy Statement**.

View the **Pay Transparency Posting



  • Mérida, Yucatán, México Citi A tiempo completo

    Key Responsibilities:We are seeking a skilled Senior Client Relationship Manager to deepen relationships with our clients and proactively identify their needs, roadblocks, and expectations. The ideal candidate will have a strong understanding of banking and investment products and be able to provide sound financial advice and solutions to clients.Key...


  • Mérida, Yuc., México Boldr A tiempo completo

    **A LITTLE BIT ABOUT Boldr**: - Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world. - We are a global team, united by our desire to connect diverse people with common values for bolder impact. - We employ just over a thousand team members...

  • Inside Sales Manager

    hace 4 semanas


    Mérida, Yuc., México WorldStrides A tiempo completo

    **Inside Sales Manager** **Company Introduction** WorldStrides is the global leader in educational travel and experiential learning. The company was founded in 1967 to provide middle school travel programs to Washington, D.C., and has grown to provide a wide range of programs for more than half a million students annually to over 100 countries around the...


  • Mérida, Yuc., México Boldr A tiempo completo

    **A LITTLE BIT ABOUT Boldr**: - Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world. - We are a global team, united by our desire to connect diverse people with common values for bolder impact. - We employ just over a thousand team members...

  • Team Captain

    hace 3 semanas


    Mérida, Yuc., México Boldr A tiempo completo

    **A LITTLE BIT ABOUT Boldr**: - Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world. - We are a global team, united by our desire to connect diverse people with common values for boldr impact. - We employ just over a thousand team members...


  • Mérida, Yuc., México ALSTOM A tiempo completo

    Req ID:466615 Leading societies to a low carbon future, Alstom develops and markets mobility solutions that provide the sustainable foundations for the future of transportation. Our product portfolio ranges from high-speed trains, metros, monorail, and trams to integrated systems, customised services, infrastructure, signalling and digital mobility...

  • IT Support Manager

    hace 1 semana


    Mérida, Yucatán, México Boldr A tiempo completo

    About BoldrBoldr is a global B-Corp dedicated to delivering exceptional client experiences while creating access to meaningful work in communities worldwide. We're a global team united by our desire to connect diverse people with common values for boldr impact.Our ValuesWe believe that meaningful connections start with authenticity, and we do our best work...

  • Customer Specialist

    hace 1 semana


    Mérida, Yuc., México Boldr A tiempo completo

    **A LITTLE BIT ABOUT Boldr**: - Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world. - We are a global team, united by our desire to connect diverse people with common values for boldr impact. - We employ just over a thousand team members...


  • Mérida, Yucatán, México Boldr A tiempo completo

    About BoldrBoldr is a global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world.Job SummaryWe're seeking an experienced Client Experience Manager to support our key client partnerships by maintaining and nurturing relationships, and developing Client Experience...


  • Mérida, Yuc., México Boldr A tiempo completo

    **A LITTLE BIT ABOUT Boldr**: - Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world. - We are a global team, united by our desire to connect diverse people with common values for Boldr Impact. - We employ just over a thousand team members...

  • Invesment Manager

    hace 3 semanas


    mérida, México HSBC A tiempo completo

    Job description Investment Manager Role purpose The main purpose of the Product Expert (Investment) is the personalized attention and advice of clients with a value greater than two million pesos in order to attract new resources from other financial institutions, this through adequate diversification for each client and regular conferences on...

  • Admissions Advisor

    hace 1 semana


    Mérida, Yucatán, México Boldr A tiempo completo

    About BoldrBoldr is a global B-Corp dedicated to delivering world-class client experiences while creating access to dignified, meaningful work in communities worldwide. Our team is united by a desire to connect diverse people with common values for boldr impact.Our ValuesWe prioritize authenticity, curiosity, dynamism, ambitious vision, and operational...

  • Support Engineer Manager

    hace 2 semanas


    Mérida, Yucatán, México Boldr A tiempo completo

    About BoldrBoldr is a global B-Corp dedicated to delivering exceptional client experiences while creating access to dignified, meaningful work in communities worldwide. Our team is united by a shared desire to connect diverse individuals with common values for boldr impact.Job SummaryWe are seeking a highly skilled Support Engineer Manager to join our team....

  • Client Experience Manager

    hace 2 semanas


    Mérida, Yucatán, México Boldr A tiempo completo

    About BoldrBoldr is a global B-Corp dedicated to delivering exceptional client experiences while creating access to dignified, meaningful work in communities worldwide.Our ValuesAuthenticity: We build meaningful connections by being true to ourselves and others.Curiosity: We drive growth by embracing new ideas and perspectives.Dynamism: We thrive in a...


  • Mérida, Yucatán, México Boldr A tiempo completo

    **About Boldr**:Boldr is a global B-Corp dedicated to delivering exceptional Client experiences while creating access to dignified, meaningful work in communities worldwide.**Our Values**:We prioritize AUTHENTICITY, CURIOUSITY, DYNAMISM, AMBITIOUS VISION, and OPERATIONAL EXCELLENCE in our partnerships.**The Role**:We seek an experienced manager to support...

  • Project Manager

    hace 4 semanas


    Mérida, Yucatán, México Orion Innovation A tiempo completo

    Project ManagerOrion Innovation is a leading global business and technology services firm, renowned for delivering transformative business solutions and product development. Our team of experts combines agility, scale, and maturity to drive digital strategy, experience design, and engineering.Key Responsibilities:Oversee and direct projects from inception to...

  • Client Experience Manager

    hace 2 semanas


    Mérida, Yucatán, México Boldr A tiempo completo

    About BoldrBoldr is a global B-Corp dedicated to delivering exceptional Client experiences while creating access to dignified, meaningful work in communities worldwide.Job SummaryWe're seeking a seasoned Client Experience Manager to join our team. As a key member of our Client Experience team, you will be responsible for maintaining and nurturing our Client...


  • Mérida, Yucatán, México Boldr A tiempo completo

    About BoldrBoldr is a global B-Corp dedicated to delivering world-class client experiences while creating access to dignified, meaningful work in communities around the world.We are a global team, united by our desire to connect diverse people with common values for boldr impact.We employ just over a thousand team members across five countries and we want to...

  • Project Manager

    hace 5 meses


    Mérida, México Orion Innovation A tiempo completo

    Orion Innovation is a premier, award-winning, global business and technology services firm. Orion delivers game-changing business transformation and product development rooted in digital strategy, experience design, and engineering, with a unique combination of agility, scale, and maturity. We work with a wide range of clients across many industries...

  • Team Leader

    hace 3 semanas


    Mérida, Yucatán, México Boldr A tiempo completo

    {"title": "Team Captain", "description": "About BoldrBoldr is a global B-Corp dedicated to delivering exceptional client experiences while creating access to meaningful work in communities worldwide.We are a global team united by our desire to connect diverse people with common values for boldr impact.We employ over a thousand team members across five...