Banquero De Relacion / Ccb Next

Detalles de la oferta

.**Responsibilities**:- Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations; - Serves as clients' contact point and is responsible for managing internal departments to address any customer service issues; - Introduces solutions to clients in building and strengthening an effective portfolio; - Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate "Know Your Client" (KYC) and other compliance deliverables are met; - Identifies cross-sell opportunities to deepen and increase share of wallet; - Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate- Supports the Senior Relationship Managers in structuring deals that balance risk and reward; - Maximizes client experience by proactive sharing markets updates, trend and intelligence; - Assists Senior Relationship Manager or Team Leader in in the research and identification of prospective clients; - Networks with clients to identify avenues for new business opportunities- Prepares /oversees new transaction submissions & annual reviews for the submission to the in-business credit lending management and independent risk department- Actively protects Citi's assets and reputation by being the first line of defense from credit risk management perspective- Ensures compliance with regulatory requirements and Citi's policies / guidelines at all times**Qualifications**:- 5-8 years of experience- Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients- Demonstrates core credit skills- Demonstrates an intermediate level of Early Warning Detection skills- Demonstrates ability to close deals and proficiently manage the credit origination process, gather and maintain credit documentation and monitor accounts- Demonstrates advanced understanding of accounting principles, financial modeling and statement analysis- Ability to work effectively in team setting- Excellent interpersonal, communication and influencing skills- A self-starter, with positive/can-do approach, embraces changes and is bold; - High level of energy, enthusiasm and motivation- Highly focused, able to rapidly identify key priorities, clearly communicate the priorities- Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients' needs


Salario Nominal: A convenir

Fuente: Jobtome_Ppc

Requisitos

Editor

Bond es una empresa que conecta oportunidades con talento estamos en constante busqueda de jovenes y universitarios con ganas de aprender y adquirir


Canario - Nuevo León

Publicado 4 days ago

Diseño Urbano

**En Ruba no solamente construimos hogares, si no también construimos un mejor lugar para trabajar para nuestros colaboradores, certificados por el GPTW como...


Grupo Ruba - Nuevo León

Publicado 4 days ago

Copywriter

INDISPENSABLE experiência en agencia DIGITAL.- Entendimiento de estrategia digital y campañas integrales.- Excelente ortografía y redacción.- Desarrollo de C...


La Sociedad - Nuevo León

Publicado 4 days ago

Banquero De Relacion / Ccb Next

.The CCB NEXTRelationship Manager is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques...


Citigroup - Nuevo León

Publicado 3 days ago

Built at: 2024-11-10T01:28:26.704Z