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Location
In office (Monterrey)
Employment
Full-Time
Overview
Company
Impact
Profile match
Citi is one of the largest banks in the world, tracing its lineage to the City Bank of New York founded in 1812 and taking its modern shape through the 1998 merger that created Citigroup. Its most distinctive asset is a cross-border payments and treasury network unmatched by any competitor, moving trillions of dollars a day for multinational corporations, governments and other banks across roughly ninety countries. Alongside that institutional franchise it runs markets and investment banking, wealth management and a United States personal bank, and has spent recent years simplifying itself by exiting consumer operations across Asia, Europe and Latin America.

The Business Development Officer is in charge of attracting, maintaining, retaining and growing the relationship that he manages with SME clients in his portfolio, offering a high value service on advising on segment products. Serves a consolidated client portfolio.

Responsibilities:

  • Ensure compliance with the sales goals defined by the franchise, such as portfolio growth, cross-selling, attracting new customers and retaining current customers of its portfolio.
  • Link existing clients by performing needs detection to achieve a greater Customer-Bank relationship.
  • Offer a high value service.
  • Comprehensive advice to SME clients seeking to solve all the needs of the company, positioning the bank as the 1st option in all the products that the client can acquire.
  • Know and execute efficiently the campaigns and strategies defined by the franchise to boost sales growth.
  • Execute the action plans agreed with the Area Coordinator to ensure compliance with the sales plan.
  • Adequately scale deviations and action plans, generating effective communication with your immediate boss.
  • Comply with the controls and regulations established by the institution.
  • Visiting clients to understand opportunities for improvement and develop plans in line with the expectations of customers in the area, ensuring the NPS indexes defined at the franchise level.
  • Implement and influence in conjunction with your Coordinator in the design of action plans that ensure the achievement of the NPS goal.
  • Identify in a timely manner improvements in the service and escalate to its Coordinator.
  • 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.
  • 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, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

  • Previous experience in selling financial products.
  • Knowledge of financial products, especially credit to companies, sales techniques.
  • Excellent communication skills and management of objections with customers to achieve effective sales

Education:

  • Bachelor’s/University degree or equivalent experience

Si la vacante es de tu interés y cubres el perfil por favor postúlate por este medio adjuntando tu CV actualizado.

La publicación estará activa 5 días hábiles por lo cual procura postularte a la brevedad.

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Job Family Group:

Consumer Sales

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Job Family:

Consumer Business Development

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

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