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CCB Next Relationship Manager
CCB Next Relationship Manager-March 2024
Ciudad De Mexico
Mar 28, 2026
About CCB Next Relationship Manager

  The CCB NEXT Relationship Manager 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:

  Calls on clients to deepen relationships and proactively owning, responding to and anticipating any future needs, roadblocks or risks, leveraging internal resources to assist where necessary

  Responsible for resolving issues with clients’ portfolios to enhance complete satisfaction

  Working closely with senior RMs, product specialists and subject matter experts across the bank to structure customized solutions that meet clients’ unique needs

  Working closely with senior RMs to leverage the expertise and capabilities of other Citi businesses to better achieve mutual business goals together

  Identifies cross-sell opportunities to deepen and increase share of wallet

  Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate

  Identifying and pursuing new clients aligned with CITI COMMERCIAL BANK (CCB)’s value proposition.

  Staying connected with influencers, industry associations, thought leaders and senior business contacts to expand industry knowledge and deepen CITI COMMERCIAL BANK (CCB)’s relationship with these partners

  Ensuring deals are structured to balance risk and reward, so teams’ incentives align with acting in the clients’ interests

  Actively protects Citi’s assets and reputation by being the first line of defense from credit risk management perspective

  Ensures compliance with regulatory requirements and Citi's policies / guidelines at all time

  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:

  2-5 years relevant experience

  Good understanding and knowledge of commercial banking products and process

  Demonstrates intermediate knowledge of credit skills and Early Warning Detection

  Demonstrates intermediate understanding of accounting principles, financial modeling and financial statement analysis

  Ability to work effectively in team setting

  Proven leadership ability with excellent interpersonal skills

  Communicates views with clarity and confidence

  Maintains contact with key stakeholders to proactively seek input as appropriate

  Detail oriented with demonstrated organizational skills

  Self-motivated

  Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients’ needs.

  Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients

  Positive mindset with “can-do” attitude, willingness to go extra miles for providing sound advice and effective services to clients

  Able to anticipate client requests/needs and resolves queries in a timely manner, leveraging internal resources

  Must have a sharp business development focus and demonstrative innovative approaches

  Demonstrates professionalism by being reliable, actively contributing in meetings, asking questions and challenging ideas

  Education:

  Bachelor’s/University degree or equivalent experienceThis position needs nearshoring skills and client prospection. Additionally fluent english.

  Job Family Group:

  Commercial and Business Sales

  Job Family:

  Relationship Management

  Time Type:

  Full time

  Citi is an equal opportunity and affirmative action employer.

  Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

  Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .

  View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

  View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo_aa_policy.pdf) .

  View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf)

  Citi is an equal opportunity and affirmative action employer.

  Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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