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Banking Relationship Manager
hace 2 meses
About the Role:
The Banking Relationship Manager at Citi advises clients on investments, forecasts, and credit in locations where a physical banker is not available. This role supports the branch managers and provides guidance around financial products and processes.
Key Responsibilities:
- Present the differentiated offer in banking products to segment customers and link them according to their needs.
- Support the branch managers in customer service of the segment, as well as support the Manager in the queries he has regarding the Priority model (products, processes, etc.).
- Act as a central support area to advise the Banker in the use of the Bank's tools.
- Occasionally operate the investment contracts of the segment, especially in cases where the Banker responsible for the client cannot carry out his instructions due to absence from the branch.
- 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.
Requirements:
- 0-2 years of relevant experience in financial services.
- General knowledge in operational processes, control, and service in branch.
- Customer service experience preferred.
Education:
- Bachelor's/University degree, Master's degree preferred.
Se requiere Certificación AFI.
Job Family Group: Consumer Sales
Job Family: Branch Sales
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.
