C

Citi

Runs banking and payments for global clients

Business Development Officer

Retail & Commercial BankingPosted on Nov 9
Full-timeGuadalajara, Jalisco, MexicoNo salary listedIn-person

About the Job

Requirements

  • Previous experience selling financial products.
  • Knowledge of financial products, especially business credit, and sales techniques.
  • Ability to communicate with customers and manage objections to support effective sales.
  • A Bachelor's or university degree, or equivalent experience.
  • Completed high school education.

Responsibilities

  • Attract, maintain, retain, and grow relationships with SME clients in the assigned portfolio, providing high-value advice on segment products.
  • Meet franchise-defined sales goals, including portfolio growth, cross-selling, acquiring new customers, and retaining existing portfolio customers.
  • Build relationships with existing clients by identifying needs to strengthen the customer-bank relationship.
  • Provide high-value service and comprehensive advice to SME clients, positioning the bank as their first choice across products that meet company needs.
  • Execute franchise-defined campaigns and strategies to increase sales growth.
  • Carry out action plans agreed with the Area Coordinator to meet the sales plan.
  • Escalate deviations and action plans appropriately and communicate effectively with the immediate manager.
  • Comply with the institution's controls and regulations.
  • Visit clients to identify improvement opportunities and develop plans aligned with customer expectations in the area, while meeting franchise-defined NPS targets.
  • Work with the Coordinator to design and implement action plans that achieve NPS goals.
  • Identify service improvements promptly and escalate them to the Coordinator.
  • Meet client needs and provide an exceptional client experience, as measured by specific metrics.
  • Assess risk in business decisions, protect the firm's reputation and its clients and assets, comply with applicable laws and policies, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.

About the Company

Citi

Runs banking and payments for global clients

Citi runs banking, investment and payment services for companies, governments and individuals around the world. Its global network connects institutions with local banking systems, while its US consumer business sells credit cards and deposit accounts. Corporate clients use Citi to manage cash, finance trade and raise capital, and investors use its trading, custody and wealth services to hold and manage assets. The bank earns interest on loans and fees from payments, securities transactions, financial advice and account services. Citi traces its banking roots to 1812; the Citigroup holding company was formed in 1998, and its headquarters are in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1812

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