The Service Analyst 1 is an entry-level position responsible for executing day to day customer service activities, while ensuring adherence to Citi’s policies and guidelines, in coordination with the Customer Service function. The overall objective is to resolve client inquiries and issues and to provide on-going customer support. Responsibilities: Assist with the administration of compliance procedures and control systems for the business review department, including monitoring, researching and responding to compliance related inquiries across all product lines Ensure accuracy of research and compliance advice provided to members of sales force team Develop information regarding required changes in reports and procedures Assist with the preparation of written and verbal reports for senior management on compliance program status, issues, trends and concerns Support sales force and management by implementing recommendations concerning changes, improvements and enhancements Apply knowledge of how the team interacts with others in order to accomplish Customer Service goals 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 relevant experience preferred Series 6 and 26 License. Fundamental understanding of industry regulations in the US and Can
Salary not disclosed
Check market pay for comparable BANAMEX EJECUTIVO PYME HERMOSILLO roles before applying.
Role overview
Job description
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
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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.
About this listing
- Listed from Citi's careers site via Workday · last confirmed on the source 19 Oct 2026
- Posted 19 Oct 2026
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What they are looking for
Skills & requirements
Qualification
Bachelor’s/University degree or equivalent experience
Hiring company
Citi
Citibank offers multiple banking services that help you find the right credit cards, open a bank account for checking, & savings, or apply for mortgage & personal loans.
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