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Banking Support Specialist

hace 2 meses


Xico, México Citi A tiempo completo

**Job Summary**:

Citi is seeking a highly skilled Banking Support Specialist to join our team. As a key member of our Private Client Coverage group, you will be responsible for managing client relationships and providing exceptional customer service.

**Key Responsibilities**:

• Review client needs and asset allocation to identify opportunities for growth and development
• Develop and implement tailored financial plans to meet client objectives
• Collaborate with internal stakeholders to ensure seamless delivery of financial products and services
• Conduct regular client reviews to assess satisfaction and identify areas for improvement
• Stay up-to-date on industry trends and regulatory requirements to ensure compliance
• Work closely with colleagues to achieve team goals and objectives

**Requirements**:

• Previous experience in banking or financial services preferred
• Strong communication and interpersonal skills
• Ability to work in a fast-paced environment and prioritize multiple tasks
• Mandatory certifications as required for selling financial products
• High School diploma or equivalent

**What We Offer**:

Citi is an equal opportunity and affirmative action employer. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.