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BANAMEX EJECUTIVO PYME GUAYMAS

ExperiencedNo visa sponsorship
Citi logo

at Citi

Bulge Bracket Investment Banks

Posted a month ago

No clicks

The Business Development Officer manages and grows a portfolio of SME clients in Guaymas, providing advisory services and selling Citi/ Banamex products. The role focuses on meeting sales targets (portfolio growth, cross-selling, new customer acquisition), executing franchise campaigns and action plans, and delivering high-value client service. It requires on-site client visits, ensuring compliance and risk controls, and collaborating with coordinators to achieve NPS and sales goals.

Compensation
Not specified

Currency: Not specified

City
Guaymas
Country
Mexico

Full Job Description

BANAMEX EJECUTIVO PYME GUAYMAS

Apply (opens in new window)
Save
Job Req Id:
26931411
Location(s):
Guaymas, Sonora, Mexico
Job Type:
On-Site/Resident
Posted:
Jan. 26, 2026

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 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 Business Development Officer is in charge of attracting, maintaining, retaining and growing the relationship that he manages with SME clients in his portfolio, offering a high value service on advising on segment products. Serves a consolidated client portfolio.

Responsibilities:

  • Ensure compliance with the sales goals defined by the franchise, such as portfolio growth, cross-selling, attracting new customers and retaining current customers of its portfolio.
  • Link existing clients by performing needs detection to achieve a greater Customer-Bank relationship.
  • Offer a high value service.
  • Comprehensive advice to SME clients seeking to solve all the needs of the company, positioning the bank as the 1st option in all the products that the client can acquire.
  • Know and execute efficiently the campaigns and strategies defined by the franchise to boost sales growth.
  • Execute the action plans agreed with the Area Coordinator to ensure compliance with the sales plan.
  • Adequately scale deviations and action plans, generating effective communication with your immediate boss.
  • Comply with the controls and regulations established by the institution.
  • Visiting clients to understand opportunities for improvement and develop plans in line with the expectations of customers in the area, ensuring the NPS indexes defined at the franchise level.
  • Implement and influence in conjunction with your Coordinator in the design of action plans that ensure the achievement of the NPS goal.
  • Identify in a timely manner improvements in the service and escalate to its Coordinator.
  • Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
  • 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:

  • Previous experience in selling financial products.
  • Knowledge of financial products, especially credit to companies, sales techniques.
  • Excellent communication skills and management of objections with customers to achieve effective sales

Education:

  • Bachelor’s/University degree or equivalent experience

------------------------------------------------------

Job Family Group:

Consumer Sales

------------------------------------------------------

Job Family:

Consumer Business Development

------------------------------------------------------

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.

------------------------------------------------------

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.

Apply (opens in new window)
Save

BANAMEX EJECUTIVO PYME GUAYMAS

Compensation

Not specified

City: Guaymas

Country: Mexico

Citi logo
Bulge Bracket Investment Banks

a month ago

No clicks

at Citi

ExperiencedNo visa sponsorship

The Business Development Officer manages and grows a portfolio of SME clients in Guaymas, providing advisory services and selling Citi/ Banamex products. The role focuses on meeting sales targets (portfolio growth, cross-selling, new customer acquisition), executing franchise campaigns and action plans, and delivering high-value client service. It requires on-site client visits, ensuring compliance and risk controls, and collaborating with coordinators to achieve NPS and sales goals.

Full Job Description

BANAMEX EJECUTIVO PYME GUAYMAS

Apply (opens in new window)
Save
Job Req Id:
26931411
Location(s):
Guaymas, Sonora, Mexico
Job Type:
On-Site/Resident
Posted:
Jan. 26, 2026

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 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 Business Development Officer is in charge of attracting, maintaining, retaining and growing the relationship that he manages with SME clients in his portfolio, offering a high value service on advising on segment products. Serves a consolidated client portfolio.

Responsibilities:

  • Ensure compliance with the sales goals defined by the franchise, such as portfolio growth, cross-selling, attracting new customers and retaining current customers of its portfolio.
  • Link existing clients by performing needs detection to achieve a greater Customer-Bank relationship.
  • Offer a high value service.
  • Comprehensive advice to SME clients seeking to solve all the needs of the company, positioning the bank as the 1st option in all the products that the client can acquire.
  • Know and execute efficiently the campaigns and strategies defined by the franchise to boost sales growth.
  • Execute the action plans agreed with the Area Coordinator to ensure compliance with the sales plan.
  • Adequately scale deviations and action plans, generating effective communication with your immediate boss.
  • Comply with the controls and regulations established by the institution.
  • Visiting clients to understand opportunities for improvement and develop plans in line with the expectations of customers in the area, ensuring the NPS indexes defined at the franchise level.
  • Implement and influence in conjunction with your Coordinator in the design of action plans that ensure the achievement of the NPS goal.
  • Identify in a timely manner improvements in the service and escalate to its Coordinator.
  • Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
  • 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:

  • Previous experience in selling financial products.
  • Knowledge of financial products, especially credit to companies, sales techniques.
  • Excellent communication skills and management of objections with customers to achieve effective sales

Education:

  • Bachelor’s/University degree or equivalent experience

------------------------------------------------------

Job Family Group:

Consumer Sales

------------------------------------------------------

Job Family:

Consumer Business Development

------------------------------------------------------

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.

------------------------------------------------------

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.

Apply (opens in new window)
Save