Banquero de Apoyo Banca Patrimonial León

hace 2 semanas

Guanajuato, México Citi A tiempo completo

The Citigold 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 CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.- Advise CG 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 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 it will be measured by specific metrics.**Qualifications**:- 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**Education**:- Bachelor's/University degree or equivalent experienceDeseable Certificación Figura 3 AMIB.- **Job Family Group**:Private Client Coverage- **Job Family**:Relationship Banker- **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.View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.View the **EEO Policy Statement**.View the **Pay Transparency Posting

  • Urge Atención Al Cliente

    hace 3 semanas

    Guanajuato, México Banca Patrimonial A tiempo completo

    **Vacante para la empresa Banca Patrimonial en León, Guanajuato**:**Importante Microfinanciera se encuentra en búsqueda de Asesor de Atención a Clientes en Sucursal.****Requisitos**:Experiência mínima en productos financieros o ventas intangibles.Experiência en Atención al Cliente.Excelente Presentación.Bachillerato concluido.**Actividades a...

  • Asesores de Crédito

    hace 3 días

    Guanajuato, México Banca Patrimonial A tiempo completo

    **Vacante para la empresa Banca Patrimonial en León, Guanajuato**: **Importante Microfinanciera se encuentra en búsqueda de Asesor de Ventas y Atención a Clientes en Sucursal.** **Requisitos**: Experiência mínima de 1 año en colocación face to face de productos financieros o ventas intangibles. Experiência en Atención al Cliente. Excelente...

  • Evergreen- Banquero/A

    hace 3 semanas

    Guanajuato, México Bbva Group A tiempo completo

    **facilitate the application for job offers with LinkedIn**.If you wish to obtain more detailed information, please consult our .Evergreen- Banquero/a (León Norte, Gto) page is loaded## Evergreen- Banquero/a (León Norte, Gto)locations: Guanajuato, León, *****time type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: January 29, **** (30+...

  • Banquero de Apoyo Banca Patrimonial León

    hace 2 semanas

    Guanajuato, México Citi A tiempo completo

    The Citigold 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,...

  • Banquero Senior León

    hace 2 semanas

    Guanajuato, México Banco Multiva A tiempo completo

    BANCO MULTIVAEs una empresa comprometida con la calidad y respaldada por una historia de trabajo que se mantiene motivada por un entorno prometedor.Nos encontramos en búsqueda del mejor talento para incorporarse al equipo como: Ejecutivo de Banca Comercial Sr**Requisitos**:ESCOLARIDAD: Licenciatura trunca/ concluida Económico-AdministrativaEXPERIENCIA...

  • Banquero de Apoyo Patrimonial León

    hace 2 semanas

    Guanajuato, México Citi A tiempo completo

    The Citigold 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,...

  • Banquero de Apoyo Patrimonial León

    hace 2 semanas

    Guanajuato, México Citi A tiempo completo

    The Citigold 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,...

  • Ejecutivo Senior de Banca Comerial

    hace 2 semanas

    Guanajuato, México Multiva A tiempo completo

    En **BANCOMULTIVA**nos encontramos en búsqueda del mejor talento para incorporarse al equipo como**Ejecutivo de Banca Comercial Sr**enSucursal León**Requisitos**:ESCOLARIDAD: Licenciatura trunca/ concluida Económico-AdministrativaEXPERIENCIA REQUERIDA: Experiência mínima de 2 años como Ejecutivo Pyme, Premier, Preferente, Select y/o Patrimonial de...

  • Seguridad Patrimonial

    hace 5 días

    Guanajuato, México TRACUSA LA RUTA DEL SOL A tiempo completo

    **Vacante para la empresa TRACUSA LA RUTA DEL SOL en Centro Max -León, Guanajuato**:**Auxiliar de seguridad patrimonial (prevención de pérdidas).**Somos una empresa de logística y distribución, ubicada en León, Gto. Estamos en búsqueda de un Auxiliar de Seguridad Patrimonial, para atender los protocolos y procesos de validación de cargas y...

  • Ejecutivo de Banca Preferente

    hace 5 días

    Guanajuato, México Grupo Financiero Multiva A tiempo completo

    **Vacante para la empresa Grupo Financiero Multiva en Colonia Jardines Del Moral, León Guanajuato. -León, Guanajuato**:**GRUPO FINANCIERO MULTIVA**Como empresa naciente, sus directivos y el equipo profesional que los respalda, tienen claro que, para ser una Institución de servicios financieros con éxito, se requiere estar a la vanguardia en tecnología,...