Banamex - Banquero De Apoyo - Oficina Patrimonial Culiacan

Banamex

Culiacan, Unknown, Unknown
Not specified
Client account management
Mobilizing additional funds
Selling fee based products
The position of Citigold Relationship Banker at Banamex in Culiacan seeks a developing professional to manage client accounts, ensure compliance, and enhance customer relationships through financial advice and product offerings. The role requires a bachelor's degree, relevant certifications, and the ability to effectively manage internal and external relationships

Job Summary

  • The Citigold Relationship Banker is a developing professional role that involves monitoring, assessing, analyzing, and evaluating processes and data.
  • Responsibilities include client account management, advising customers on financial needs, product penetration, and acquiring new customers.
  • Employees are expected to fulfill client necessities while providing an exceptional client experience and appropriately assessing risk.

Matching Summary

Match Score: 75

The position of Citigold Relationship Banker at Banamex in Culiacan seeks a developing professional to manage client accounts, ensure compliance, and enhance customer relationships through financial advice and product offerings. The role requires a bachelor's degree, relevant certifications, and the ability to effectively manage internal and external relationships.

Skills & Requirements

Must-have

  • Client Account Management
  • Mobilizing additional funds
  • Selling fee based products
  • Risk profiling
  • Financial planning
  • KYC/AML compliance

Nice-to-have

  • Exceptional client experience
  • Team interaction
  • Ethical judgment
  • Business practices

Key Requirements

  • 0-2 years relevant experience
  • Ability to manage relationships
  • Ability to prioritize
  • Mandatory certifications for selling financial products
  • Bachelor's/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

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