C

Citi

Runs banking and payments for global clients

Business Development Officer

Account ManagementPosted 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.
  • Communication skills and customer objection-management skills to achieve effective sales.
  • A Bachelor's/University degree or equivalent experience.

Responsibilities

  • Attract, maintain, retain, and grow the relationship with SME clients in the managed portfolio by advising on segment products and providing high-value service.
  • Meet sales goals defined by the franchise, including portfolio growth, cross-selling, attracting new customers, and retaining existing portfolio customers.
  • Link existing clients by identifying their needs to strengthen the customer-bank relationship.
  • Advise SME clients comprehensively to address company needs and position the bank as the first option across products the client can acquire.
  • 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 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 indexes.
  • Work with the Coordinator to design and implement action plans that achieve the NPS goal.
  • Identify service improvements promptly and escalate them to the Coordinator.
  • Fulfill 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, rules, and regulations and institutional policy, 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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