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CARLOS ALBERTO FAJARDO

CARLOS ALBERTO FAJARDO

Relationship Banker, International Bank Department at Banamex USA (CITIGROUP)

BANAMEX USA (CITIGROUP)

Greater Los Angeles Area, us

Relationship Banker, International Bank Department at Banamex USA (CITIGROUP)

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BANAMEX USA (CITIGROUP)

Relationship Banker, International Bank Department at Banamex USA (CITIGROUP)

• Manage a portfolio of clients (personal and corporate) accounts worth 100 Million by providing personalized and professional bank services.
• Effectively communicate and cross-sell the Bank’s products to customers and perspective customers in accordance to Bank policy, procedures and regulations.
• Identify customer needs and provide necessary products and service information to enable customers to make appropriate choices.
• Complete new accounts documents, know your customers profiles, enhance due diligence documentation and update customer portfolio data to prevent money laundering.
• Follow up with customer until closure of sales or service is achieved by reviewing and verifying account balances.
• Provide superior customer service by answering corporate customers and high net worth individuals telephone inquiries.
• Provide quality service to Banamex Patrimonial, Banca Empresarial, Banca Institucional and ACCIVAL.
• Process various centralized transactions (i.e. Wire transfers, stop payments, copy request, establish C.D.)