Business Development Specialist

hace 4 semanas


Xico, México Citi A tiempo completo

Job Overview

We are seeking a highly skilled Business Development Specialist to join our team at Citi. As a key member of our Private Banking department, you will play a crucial role in supporting our Bankers in delivering exceptional client service.

About the Role

The ideal candidate will have 5-8 years of experience in a related field, with a strong understanding of investments and banking products. You will be responsible for providing day-to-day support to our Bankers, including account opening and closing, loan disbursals, and client meetings. Additionally, you will assist in profiling, qualifying, and converting prospects into clients, as well as deepening existing relationships through analysis and strategy development.

Responsibilities

  • Provide complete service support to clients, including solving complex inquiries
  • Assist Bankers in documentation, such as account opening and closing, loan disbursals, etc.
  • Organize client/prospect meetings, pre-call planning, and post-meeting notes
  • Maintain all client call records, including call reports
  • Assist Bankers in profiling, qualifying, and converting prospects into Citi Private Bank clients
  • Deepen existing client relationships through analysis and strategy development
  • Develop sales and marketing strategies to generate revenue growth and acquire new target clients
  • Conduct prospecting activities, including research, lead generation, and networking
  • Provide accurate and timely revenue tracking and deal pipeline reports

Requirements

  • 5-8 years of experience in a related field
  • Knowledge of investments is required; banking and credit products desirable
  • Ability to manage internal and external relationships; ability to multi-task
  • Full bilingual proficiency in English/Spanish

Benefits

Citi offers a competitive salary range of $80,000-$120,000 per year, depending on location and experience. We also offer a comprehensive benefits package, including medical, dental, and vision insurance, as well as a 401(k) plan and employee stock purchase program.

About Citi

Citi is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive workplace where all employees feel valued, respected, and empowered to succeed. Join our team and be part of a dynamic organization that is shaping the future of finance.



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