Banamex / Banquero Priority Tacámbaro / Distrito Uruapan
hace 4 semanas
The CPC Relationship Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.**Responsibilities**:- Client Account Management- Review CPC customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.- Advise CPC customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.- Review product penetration for the assigned client base, identify potential CPC 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 CPC customer events to enhance customer bonding.- Acquire new CPC 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 it will be measured by specific metrics.**Qualifications**:- 0-2 years relevant experience**Education**:- Bachelor's/University degree or equivalent experienceIndispensable CERTIFICACION AMIB F.3**Job Family Group**:Private Client Coverage- **Job Family**:Relationship Banker- **Time Type**:Full time- **Most Relevant Skills**Please see the requirements listed above.- **Other Relevant Skills**For complementary skills, please see above and/or contact the recruiter.-- View Citi’s _EEO Policy Statement_ and the _Know Your Rights_ poster._
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Tacámbaro de Codallos, México Citi A tiempo completoThe CPC Relationship Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...
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Banquero Priority
hace 1 semana
Apatzingán de la Constitución, México Citi A tiempo completoThe CPC Relationship Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...
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Ciudad de México Citigroup A tiempo completo**Discover your future at Citi**: Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. **Job Overview**: The CPC Relationship Banker is a developing...
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Ciudad de México Citigroup A tiempo completo**Discover your future at Citi**:Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.**Job Overview**:The CPC Relationship Banker is a developing...
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Banquero de Control Priority
hace 7 días
Ciudad de México Citi A tiempo completoEl banquero de control es el encargado de asegurar que los asesores de inversión sigan los procesos e instrucciones para evitar riesgos o incumplimientos a la regulación y políticas internar. Es responsable de encontrar áreas de oportunidad y proponer mejoras a las mismas para robustecer los procesos del área y brindar una mejor atención a los...
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Banamex Banquero Priority Portales
hace 3 días
Ciudad de México Citi A tiempo completoThe CPC Relationship Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...
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Banamex- Banquero Bau
hace 1 semana
Ciudad de México Citi A tiempo completo**Funciones**- Desarrollar el conocimiento del cliente en lo financiero, personal y familiar.- Generar las reuniones necesarias para iniciar, mantener y fortalecer la relación con los clientes.- Indagar las necesidades del cliente.- Asesorar al cliente en la oferta de valor del segmento, revisión de portafolios de inversión.- Generar relaciones exitosas...
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Banamex Banquero Priority Santa Fe
hace 4 semanas
Ciudad de México Citi A tiempo completoThe CPC Relationship Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...
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Banquero Crece
hace 7 días
Ciudad de México Citi A tiempo completoThe Field Sales Officer 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 to build relationships...
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Banamex Banquero De Relación Empresarial
hace 3 días
Naucalpan de Juárez, México Citi A tiempo completoBanamex Banquero De Relación Empresarial - C12 Citi•Naucalpan de Juárez, Estado de México, México Descripción del trabajo Responsibilities Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations; Serves as clients' contact point and is responsible for...
