Full-time

Associate Banker Senior - C12 - Ciudad De Mexico

Posted by Citi • June 05, 2026

📍 xico, veracruz, Mexico
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Description

**Responsibilities**:- Provide complete service support to client, including solving complex client inquiries- Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.- Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports- Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
- Assist the Banker in deepening the existing client relationship through deep-dive analysis- Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments- Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events- Provide accurate and timely revenue tracking and deal pi...

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