Financial Services Professional
hace 2 semanas
The Citigold Relationship Banker is a key professional role within Citi's Private Client Coverage team. As a developing professional, you will apply your knowledge in monitoring, assessing, analyzing, and evaluating processes and data to identify policy gaps and formulate policies. You will interpret data and make recommendations, researching and interpreting factual information to identify inconsistencies in data or results. You will define business issues and formulate recommendations on policies, procedures, or practices, integrating established disciplinary knowledge within your specialty area with a basic understanding of related industry practices.
Key Responsibilities:
- Client Account Management:
- Review CG customer needs and asset allocation, proactively engaging with the customer to validate the understanding of their needs.
- Advise CG customers to enrich the relationships by mobilizing additional funds and selling other fee-based products/services based on the current and future customer needs.
- Review product penetration for the assigned client base, identifying potential CG customers who can be sold tailored products to enhance product penetration.
- Ensure coverage of all relationships through customer engagements, risk profiling, and financial planning.
- Organize CG customer events to enhance customer bonding.
- Acquire new CitiGold customers through converting referral leads.
- Compliance, Risk & Controls:
- Ensure that KYC/AML and other compliance norms are strictly adhered to.
- Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and will be measured by specific metrics.
Requirements:
- 0-2 years relevant experience.
- Ability to manage relationships both internal and external.
- Ability to multi-task.
- Mandatory certifications as required for selling financial products.
- Bachelor's/University degree or equivalent experience.
-
Financial Services Professional
hace 6 días
Metepec, México Citi A tiempo completoAbout the Role:The Citigold Relationship Banker is a developing professional role that requires a strong understanding of financial services and client relationships. As a key member of the Citi team, you will be responsible for monitoring, assessing, and analyzing data to identify policy gaps and formulate policies. You will also be responsible for...
-
Financial Services Representative
hace 6 días
Metepec, México Citi A tiempo completoJob SummaryThe Financial Services Representative is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge...
-
Business Development Officer
hace 2 semanas
Metepec, México Citi A tiempo completoJob Summary:The Business Development Officer - Financial Services is a developing professional role that applies specialty area knowledge in monitoring, assessing, analyzing, and/or evaluating business processes and data. This role identifies policy gaps and formulates policies, interprets data, and makes recommendations. The Business Development Officer -...
-
Financial Services Representative
hace 2 semanas
Metepec, México Citi A tiempo completoThe Financial Services Representative position is an entry-level role responsible for delivering exceptional customer experiences, while ensuring adherence to Citi's policies and guidelines, in coordination with the Customer Service function. The overall objective is to resolve client inquiries and issues and to provide ongoing customer support.**Key...
-
Financial Services Specialist
hace 1 semana
Metepec, México Citi A tiempo completo{"Responsibilities": "\tClient Account Management\t-------------------\t\tReview CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.\t\tAdvise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future...
-
Financial Analyst
hace 2 semanas
Metepec, México Centro Medico De Toluca A tiempo completoAbout UsCentro Medico De Toluca is a leading healthcare provider seeking a highly motivated and detail-oriented professional to join our team as a Financial Intern. As a key member of our operations team, you will play a crucial role in supporting various activities that drive business growth and efficiency.Key Responsibilities• Analyze operational...
-
Senior Portfolio Manager
hace 2 semanas
Metepec, México Citi A tiempo completoJob SummaryCiti is seeking a highly experienced and results-driven professional to lead our Field Sales team as a Senior Portfolio Manager. This senior leadership role is responsible for providing strategic direction and guidance to a team of sales professionals, driving business growth, and ensuring seamless delivery of support services to our clients.Key...
-
Credit Initiation Specialist 4
hace 6 días
Metepec, México Citi A tiempo completoThe Credit Initiation Specialist 4 is an entry-level position responsible for assisting in assessing the ability of individuals, companies, and institutions to meet the demands of loans, agreements, and extended obligations in coordination with the Operations - Services team.Key Responsibilities:• Support an expansive array of financial products and...
-
Credit Initiation Specialist 4
hace 6 días
Metepec, México Citi A tiempo completoThe Credit Initiation Specialist 4 is a critical entry-level position at Citi, responsible for collaborating with the Operations - Services team to assess the creditworthiness of individuals, companies, and institutions. The primary objective of this role is to minimize risks to the company by determining the optimal credit terms or levels that can be...
-
Fraud Prevention Analyst
hace 6 días
Metepec, México Citigroup Inc. A tiempo completoJob Summary: We are seeking a highly skilled and detail-oriented Fraud Prevention Analyst to join our team at Citigroup Inc. As a Fraud Prevention Analyst, you will play a critical role in identifying and preventing fraudulent activities, ensuring the integrity of our financial systems and protecting our clients' assets.Key Responsibilities:Conduct thorough...
-
Customer Service Representative
hace 2 semanas
Metepec, México Citi A tiempo completoJob Summary:Citi is seeking a highly skilled and detail-oriented Customer Service Representative to join our team. As a key member of our Cash Management team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Process and manage financial transactions, including payments, receivables, and trade...
-
Senior Portfolio Manager
hace 2 semanas
Metepec, México Citigroup Inc. A tiempo completoJob Summary: We are seeking a highly experienced and skilled professional to lead our Field Sales team as a Senior Portfolio Manager. This role is responsible for providing strategic direction and leadership to a team of employees, driving sales growth, and ensuring seamless delivery of support services to our clients.Key Responsibilities:Leadership and...
-
Collections Specialist 4
hace 2 semanas
Metepec, México Citigroup Inc. A tiempo completoJob Summary:The Collections Specialist 4 plays a crucial role in the financial recovery process, working with limited supervision to resolve moderately complex and varied assignments. This position requires a high level of technical/administrative expertise, as well as specialized functional area skills and basic knowledge of underlying...
-
Social Media Representative
hace 6 días
Metepec, México Citigroup Inc. A tiempo completo**Job Summary**Citigroup Inc. is seeking a highly skilled Social Media Representative to join our team. As a key member of our digital engagement team, you will be responsible for providing exceptional customer service and support to our clients through various digital channels.**Key Responsibilities:**Respond to inbound customer service inquiries and assist...
-
Fraud Prevention Analyst
hace 1 semana
Metepec, México Citi A tiempo completoJob SummaryWe are seeking a highly skilled Fraud Prevention Analyst to join our team at Citi. As a key member of our fraud prevention team, you will be responsible for identifying and mitigating financial risks associated with customer transactions.Key ResponsibilitiesConduct thorough analysis of transaction data to identify potential fraud patterns and...
-
Senior Portfolio Manager
hace 2 semanas
Metepec, México Citigroup Inc. A tiempo completoAbout the RoleCitigroup Inc. is seeking a highly skilled and experienced Senior Portfolio Manager to join our team. As a Senior Portfolio Manager, you will be responsible for providing full leadership and direction to a team of employees in an effort to execute against key portfolio strategies in coordination with the Consumer Sales team.Key...
-
Collections Specialist 3
hace 2 semanas
Metepec, México Citi A tiempo completoJob SummaryCiti is seeking a highly skilled Collections Specialist 3 to join our team. As a key member of our collections team, you will be responsible for resolving delinquency issues and ensuring compliance with operational processes.Key ResponsibilitiesUtilize advanced negotiation skills to resolve delinquency issuesResearch problems, such as skip...
-
Collections Specialist 3
hace 2 semanas
Metepec, México Citi A tiempo completoAbout the RoleCiti is seeking a highly skilled Collections Specialist 3 to join our team. As a key member of our collections team, you will be responsible for resolving delinquency issues and ensuring compliance with operational processes.Key ResponsibilitiesUtilize advanced negotiation skills to resolve delinquency issuesResearch problems, such as skip...
-
Operations Support Team Lead
hace 2 semanas
Metepec, México Citi A tiempo completoThe Operations Support Team Lead is an intermediate management level position responsible for providing full leadership and direction to a team of employees in an effort to provide operations support services in coordination with the Operations - Core team. The overall objective of this role is to ensure the seamless delivery of operations support services...
-
Operations Support Associate
hace 6 días
Metepec, México Citi A tiempo completoThe Operations Support Associate 2 is an entry-level position responsible for providing day-to-day operations support in alignment with Citi's operations support infrastructure and processes.**Key Responsibilities:**• Identify, analyze, and solve key issues of assigned areas and deliver supporting documents to corresponding areas• Assist with the...