Subdir Celula Grandes Empresas
Universia México · San Antonio, TX · 2 mo ago
RemoteRemoteOTHRFull-time
About the role
You will monitor and grow the bank’s existing business with clients in the assigned segment by offering the bank’s full range of products and services. Through personalized advisory, you will identify client needs and business opportunities, craft tailored proposals, and close deals that generate revenue for the Group while delivering value to the client.
Responsibilities
- Execute the segment’s business strategies by planning and projecting market dimensions, competitors, and structures to capture Investment Banking opportunities (M&A, debt and equity issuances, project finance, trade finance) for clients.
- Provide high-level service to C-level and mid-level executives (Finance, Treasury, Human Resources) to build strong relationships and position the bank as the primary financial partner for each company’s leadership.
- Manage the approval and renewal of client credit lines, supporting requests with qualitative and quantitative credit analysis to meet current and future needs while maximizing bank profitability.
- Maintain up-to-date client information and files, demonstrating deep knowledge of each client’s organizational structure and financial situation.
- Coordinate internal and external information requests about the client, acting as the liaison between the bank’s various departments and the client.
- Drive client engagement by selling and promoting the segment’s products and services, ensuring client retention, satisfaction, high profitability, and business reciprocity.