Financial Services Specialist

hace 4 semanas


Xico, México Citi A tiempo completo
Job Summary

The Citigold Relationship Banker is a key role in our team, responsible for building and maintaining strong relationships with our clients. As a Relationship Banker, you will be the primary point of contact for our clients, providing them with exceptional service and support.

Key Responsibilities
  • Client Account Management: Review and understand client needs, providing tailored solutions to meet their financial goals.
  • Product Penetration: Identify opportunities to sell additional products and services to our clients, enhancing their overall banking experience.
  • Compliance and Risk: Ensure that all client interactions are compliant with regulatory requirements, maintaining a high level of risk management.
Requirements
  • 0-2 years of experience in finance or commercial banking.
  • Ability to build strong relationships with clients, both internal and external.
  • Mandatory certifications for selling financial products.
Education

Bachelor's degree or equivalent experience in finance, economics, administration, accounting, or engineering.

Language

English proficiency is required.



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