Global Banking Relationship Manager

hace 5 días

Bogotá, Bogotá D.E., Colombia Citi A tiempo completo
Job Description

Job Title: Global Banking Relationship Manager

Job Family: Institutional Banking

Job Family Group: Corporate Banking

Time Type: Full time

Key Responsibilities
  • Participate in client transactions, projects, or assignments.
  • Partner with senior Corporate Banking Officers and professionals.
  • Conduct economic/financial research.
  • Provide evaluations of a company's financial performance compared to overall industry and market trends or data.
  • Perform annual account plan for each assigned client, identifying wallet size, share of wallet, and opportunities to grow.
  • Develop a comprehensive calling plan for the portfolio with KPIs to measure success, pursuing frequent and proactive interactions with clients.
  • Lead cross-sell opportunities within the assigned portfolio to generate revenue by identifying and responding to customers' financial, advisory, and transactional needs.
  • Prepare and send client proposals and follow up until implementation is completed.
  • Promote deepening product campaigns and coordinate the offering of the products/services with the respective product areas.
  • Monitor revenue and drivers and prepare monthly portfolio reviews.
  • Ensure revenue and drivers goals accomplishment.
  • Improve clients' overall satisfaction above the defined target.
  • Build and maintain strong and close relationships with country, regional, and global GNB (Global Network Banking) teams in order to learn, align, and execute the global/regional and local strategy for the clients.
  • Build and maintain strong and close relationships with Product, Operations, and other partners in the country.
  • Ensure clients' documentation and information is up to date and complete according to internal and regulatory requirements.
  • Promote cooperation and a permanent teamwork environment, and serve as backup for other relationship managers within the area.
  • Propose, lead, and proactively execute on business initiatives.
Qualifications
  • 25 years of relevant experience.
  • Consistently demonstrate clear and concise written and verbal communication.
  • Demonstrated planning and organizational skills.
Education
  • Bachelor's degree/University degree or equivalent experience.
  • English and Spanish fluency is required.

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