C

Citi

Runs banking and payments for global clients

Mid-Corp Relationship Manager Senior

Account ManagementConfirmed live in the last 24 hours
Full-timeMexico City, CDMX, MexicoNo salary listedHybrid

About the Job

Requirements

  • Requires 5–8 years of experience.
  • Requires sound knowledge of banking and investment products and processes, with a track record of providing banking and financial advice and solutions to clients.
  • Requires core credit skills and an intermediate level of Early Warning Detection skills.
  • Requires the ability to close deals, manage the credit origination process, gather and maintain credit documentation, and monitor accounts.
  • Requires advanced understanding of accounting principles, financial modeling, and statement analysis.
  • Requires a bachelor's/university degree or equivalent experience.
  • English is indispensable, and knowledge of credit is required.

Responsibilities

  • Calls on clients to deepen relationships and proactively owns, responds to, uncovers, and anticipates future needs, roadblocks, risks, and expectations.
  • Serves as clients' contact point and manages internal departments to address customer service issues.
  • Introduces solutions to clients to build and strengthen an effective portfolio.
  • Works with product specialists and subject matter experts to structure innovative, customized solutions that meet clients' individual needs.
  • Works closely with the Case Manager on client onboarding and retention, ensuring appropriate Know Your Client (KYC) and other compliance deliverables are met.
  • Identifies cross-sell opportunities to deepen relationships and increase share of wallet.
  • Drives innovation in solutions provided to clients and develops the business where necessary and appropriate.
  • Supports Senior Relationship Managers in structuring deals that balance risk and reward.
  • Maximizes client experience by proactively sharing market updates, trends, and intelligence.
  • Assists a Senior Relationship Manager or Team Leader in researching and identifying prospective clients.
  • Networks with clients to identify avenues for new business opportunities.
  • Prepares or oversees new transaction submissions and annual reviews for submission to in-business credit lending management and the independent risk department.
  • Protects Citi's assets and reputation by serving as the first line of defense from a credit risk management perspective.
  • Ensures compliance with regulatory requirements and Citi policies and guidelines.
  • Assesses risk in business decisions, considers the firm's reputation and safeguards Citigroup, its clients, and assets; drives compliance with applicable laws, rules, and regulations, adheres to policy, applies sound ethical judgment to personal behavior, conduct, and business practices, and escalates, manages, and reports control issues transparently.

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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