C

Citi

Runs banking and payments for global clients

Junior Business Development Officer

Account ManagementPosted on Nov 12
Full-timeMexico City, CDMX, MexicoNo salary listedIn-person

About the Job

Requirements

  • Previous experience in selling financial products.
  • Knowledge of financial products, especially business credit, and sales techniques.
  • Ability to communicate with customers and handle objections to achieve effective sales.
  • Bachelor’s or university degree, or equivalent experience.

Responsibilities

  • Attract, maintain, retain, and grow relationships with small and medium-sized enterprise clients in the assigned portfolio by advising on segment products.
  • Meet franchise-defined sales goals, including portfolio growth, cross-selling, attracting new customers, and retaining current portfolio customers.
  • Strengthen relationships with existing clients by identifying their needs and expanding the customer-bank relationship.
  • Provide high-value service and comprehensive advice to small and medium-sized enterprise clients, addressing company needs and positioning the bank as the first choice for relevant products.
  • Learn and execute franchise campaigns and strategies to drive sales growth.
  • Execute action plans agreed with the Area Coordinator to meet the sales plan.
  • Escalate deviations and action plans appropriately and communicate effectively with the immediate supervisor.
  • Comply with the institution’s controls and regulations.
  • Visit clients to understand improvement opportunities and develop plans aligned with customer expectations in the area, while meeting franchise-defined Net Promoter Score goals.
  • Work with the Coordinator to design and implement action plans that achieve the Net Promoter Score goal.
  • Identify service improvements promptly and escalate them to the Coordinator.
  • Meet client needs while delivering a high-quality client experience measured by specific metrics.
  • Assess risk appropriately in business decisions, protect the firm’s reputation 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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