Banamex Citigold Relationship Banker - MONTERREY

The Citigold Relationship Banker is a developing professional role that applies specialty area knowledge in monitoring, assessing, analyzing, and evaluating processes and data. The role identifies policy gaps, formulates policies, and makes data‑driven recommendations. It also examines factual information, identifies inconsistencies in data or results, defines business issues, and formulates policy and procedural recommendations within the industry. The position has a direct impact on the team and the quality of the tasks and services provided.

Responsibilities

• Client Account Management
• Review CG customer needs and asset allocation; proactively engage with the customer to validate the understanding of the needs.
• Advise CG customers to enrich the relationships by mobilizing additional funds and selling other fee‑based products/services based on current and future customer needs.
• Review product penetration for the assigned clien...