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Mid-Corp Relationship Manager – Drive client growth and cross-selling in commercial banking at Citi, San Pedro Garza García (MX).
Seeking a self‑motivated team player with 2–5yr banking experience, financial analysis skills, and a passion for developing high‑value client portfolios.
Description
Description: Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
The Mid-Corp Relationship Manager is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Responsibilities
Calls on clients to deepen relationships and proactively owning, responding to and anticipating any future needs, roadblocks or risks, leveraging internal resources to assist where necessary
Responsible for resolving issues with clients’ portfolios to enhance complete satisfaction
Working closely with senior RMs, product specialists and subject matter experts across the bank to structure customized solutions that meet clients’ unique needs
Working closely with senior RMs to leverage the expertise and capabilities of other Citi businesses to better achieve mutual business goals together
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
Identifying and pursuing new clients aligned with CITI COMMERCIAL BANK (CCB)’s value proposition.
Staying connected with influencers, industry associations, thought leaders and senior business contacts to expand industry knowledge and deepen CITI COMMERCIAL BANK (CCB)’s relationship with these partners
Ensuring deals are structured to balance risk and reward, so teams’ incentives align with acting in the clients’ interests
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 time
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
2-5 years relevant experience
Good understanding and knowledge of commercial banking products and process
Demonstrates intermediate knowledge of credit skills and Early Warning Detection
Demonstrates intermediate understanding of accounting principles, financial modeling and financial statement analysis
Ability to work effectively in team setting
Proven leadership ability with excellent interpersonal skills
Communicates views with clarity and confidence
Maintains contact with key stakeholders to proactively seek input as appropriate
Detail oriented with demonstrated organizational skills
Self-motivated
Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients’ needs.
Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients
Positive mindset with “can-do” attitude, willingness to go extra miles for providing sound advice and effective services to clients
Able to anticipate client requests/needs and resolves queries in a timely manner, leveraging internal resources
Must have a sharp business development focus and demonstrative innovative approaches
Demonstrates professionalism by being reliable, actively contributing in meetings, asking questions and challenging ideas
Education
Bachelor’s/University degree or equivalent experience
ESPECIFICACIONES DEL ROL
Principales funciones:
Administrar y desarrollar una cartera de clientes de alto valor.
Realizar diagnósticos financieros y proponer soluciones a los clientes.
Construir relaciones a largo plazo con los clientes
Coordinarse con áreas internas para darle el mejor soporte al cliente.
Seguimiento a la cartera y crecimiento de la misma
Requerimientos
Experiencia en Banca (2 a 5 años)
Deseable conocimiento de producto de crédito
Licenciatura económico-administrativa
Inglés intermedio-avanzado
Job Family Group
Commercial and Business Sales
Job Family
Relationship Management
Time Type
Full time
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Equal Opportunity Statement
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .
View Citi’s EEO Policy Statement and the Know Your Rights poster.