Role at a glance
- Salary
- Not Disclosed
- Location
- Ciudad De Mexico Distrito Federal Mexico
- Work arrangement
- Hybrid
- Employment
- Full-time
- Experience
- 2-5 years relevant commercial banking experience
- Education
- Bachelors/University degree or equivalent experience
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Role Summary
The Business Development Officer supports commercial banking client acquisition and business initiatives by sourcing new-to-bank clients, developing financial solutions, and coordinating onboarding and credit processes. The role also analyzes portfolio and performance data, develops business cases, and follows projects from definition through implementation and measurement to support business growth, profitability, and portfolio improvement.
What You'll Do
- Source new-to-bank clients across lending, treasury, capital markets, and cash management products, and manage acquisition through...
- Facilitate client onboarding, resolve operational and service issues, and follow up on offer acceptance and facility utilization.
- Prepare credit assessments, monitor risk issues, and obtain missing documentation or additional information from clients.
- Mine, process, and analyze large volumes of data using SQL and SAS, including portfolio behavior, P&L, and performance indicators.
- Develop business cases and recommendations based on trends, opportunities, deviations, expected impact, benefits, costs, and feasibility.
- Coordinate multidisciplinary projects and initiatives, including requirements, user stories, testing, implementation,...
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
Bachelor's degree in finance, economics, commerce, engineering or related disciplines; experience in mining and analyzing data, SQL, large volumes of information, business development, project coordination and follow-up; ability to build relationships with product and credit review/approval partners, develop actionable recommendations, communicate clearly, and manage initiatives through implementation and results measurement.
Required
- Bachelor's degree in finance, economics, commerce, engineering or related disciplines
- 2-5 years relevant commercial banking experience
- Experience in mining and analyzing data
- Manejo de SQL
- Experience in development, coordination and follow-up of projects
- Ability to work with large volumes of information and transform data into actionable insights and recommendations
- Ability to follow multiple initiatives simultaneously, establish priorities and drive commitments
- Analytical, structured and results-oriented thinking
Preferred
- Deseable SAS
- Knowledge and ability to develop Business Cases and analysis of P&L.
- Ability to prepare requirements and user stories and work with multidisciplinary teams
- Experience in development, coordination and follow-up of projects, ideally related to products, processes or business initiatives
Original job description
Content provided by the employer
Original job description
Content provided by the employer
The Business Development Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Responsibilities:
- Utilize all possible channels to source quality new-to-bank clients with potential to generate business across lending, treasury, capital markets, cash management products.
- Responsible for the entire process of new client acquisition from identifying prospects, delivering customized financial service solutions to completing facility availment.
- Facilitate client on-boarding process by resolving operations and service issues that may arise.
- Work in preparing credit assessments and monitoring risk issues by liaising with clients on any document deficiency or requests for more information.
- Follow up with clients on offer acceptance and confirm the facility is successfully availed.
- Keep supervisor informed about key changes in market conditions, trend, clients information, etc., and escalate potential issues and concerns promptly.
- 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:
- Bachelor's degree in finance, economics, commerce, engineering or related disciplines
- 2-5 years relevant commercial banking experience
- Good record of proactively building relationships with product and credit review/approval partners
Education:
- Bachelors/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Objetivo del puesto
Fortalecer la toma de decisiones y ejecución de iniciativas del negocio mediante el análisis de información, identificación de oportunidades y desarrollo, coordinación, y seguimiento de proyectos, contribuyendo al crecimiento, rentabilidad y mejora de la cartera.
Responsabilidades principales
- Realizar minería, procesamiento y análisis de grandes volúmenes de datos mediante SQL y SAS, generando información relevante para la toma de decisiones.
- Analizar el comportamiento de la cartera para identificar tendencias, oportunidades de crecimiento, áreas de mejora y posibles desviaciones, convirtiendo los hallazgos en recomendaciones y propuestas de negocio.
- Desarrollar Business Cases para evaluar nuevas iniciativas, considerando impacto esperado, beneficios, costos y viabilidad.
- Realizar seguimiento y análisis de P&L e indicadores de desempeño, identificando desviaciones, causas y oportunidades de mejora.
- Tener un rol activo en el desarrollo y seguimiento de proyectos e iniciativas de negocio de punta a punta, desde su conceptualización hasta su implementación.
- Elaborar y dar seguimiento a requerimientos e historias de usuario, asegurando que las necesidades del negocio sean correctamente entendidas y atendidas por las áreas involucradas.
- Coordinar el seguimiento de proyectos con equipos multidisciplinarios, estableciendo actividades, responsables y fechas compromiso, dando visibilidad sobre avances y pendientes.
- Identificar oportunamente riesgos, desviaciones y bloqueos en los proyectos, gestionando su solución y escalamiento cuando sea necesario para asegurar el cumplimiento de los objetivos.
- Participar y dar seguimiento a pruebas, validaciones e implementación, verificando que las soluciones desarrolladas cumplan con los requerimientos definidos.
- Realizar seguimiento posterior a la implementación para medir resultados e impacto de las iniciativas, identificando oportunidades de optimización.
- Desarrollar análisis y reportes que permitan medir el desempeño de estrategias e iniciativas implementadas y generar recomendaciones para su mejora.
Perfil requerido
- Experiencia sólida en minería y análisis de datos.
- Manejo de SQL y Deseable SAS.
- Experiencia en desarrollo, coordinación y seguimiento de proyectos, idealmente relacionados con productos, procesos o iniciativas de negocio.
- Capacidad para trabajar con grandes volúmenes de información y transformar datos en insights y recomendaciones accionables para el negocio.
- Conocimiento y capacidad para desarrollar Business Cases y análisis de P&L.(Deseable)
- Capacidad para elaborar requerimientos e historias de usuario y trabajar con equipos multidisciplinarios (Deseable)
- Habilidad para dar seguimiento simultáneo a diferentes iniciativas, establecer prioridades e impulsar el cumplimiento de compromisos.
Pensamiento analítico, estructurado y orientado a resultados. - Capacidad para identificar oportunidades de negocio de manera proactiva, no únicamente atender solicitudes de información.
- Capacidad para comunicar avances, resultados, riesgos y recomendaciones de manera clara y ejecutiva.
- Alto sentido de ownership, seguimiento y ejecución, con capacidad para llevar las iniciativas desde su definición hasta su implementación y medición de resultados.
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Job Family Group:
Commercial and Business Sales------------------------------------------------------
Job Family:
Commercial 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.------------------------------------------------------
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About the company
Citi
Large Enterprise
Citi is a global financial services corporation that offers a wide range of financial products and services, including consumer banking, credit, investment banking, and wealth management. With a presence in nearly 100 countries, Citi serves millions of customers, from individuals and small businesses to large corporations and governments. The company is dedicated to innovation and sustainability, actively working to support economic growth while addressing environmental and social challenges. Citi’s commitment to providing exceptional service and fostering diverse talent makes it a prominent choice for students aspiring to build a career in finance and banking.