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Client Relationship Associate

Stori Card

Stori Card

Customer Service, Operations
Mexico City, Mexico
Posted on Friday, May 10, 2024

About Stori

Stori is a fast-growing, venture-backed financial technology company, on a mission to democratize credit access for 400 million underbanked LatAm consumers. Stori currently operates in Mexico and has a global team with offices in Arlington Virginia, Mexico City, and Asia. We have quickly made our mark as one of the top digital banks in Mexico with more than two million applicants for our credit card product since launching.

Stori is one of the top-funded startups in the region with US$250 million raised to date. We are backed by top global venture capital funds, such as GGV Capital, GIC, Lightspeed Venture Partners, General Catalyst, Goodwater Capital, Mexico’s Tresalia Capital, Vision Plus Capital, BAI Capital and Source Code Capital; who have successfully invested in startups such as Affirm, Airbnb, Alibaba, Stripe, and TikTok.

Stori has a standout founder team among fintechs, leveraging 100+ years of accumulated experience in consumer finance, banking and technology across Mastercard, Intel, Capital One, Morgan Stanley, GE Capital, and HSBC in the U.S., Mexico and Asia. The team has launched and managed many multi-million-customer credit card products globally, providing a wide breadth of experience and knowledge to our team.

We welcome diversity of background, experience and thinking. Storians are passionate about our mission and take pride in the products we build. Our culture thrives off of a flat structure and an inclusive environment where all of our employees can be their authentic selves, with boundless opportunities for professional growth.

The Role:

As a Client Relationship associate, you will play a pivotal role in delivering a world-class, personalized banking experience to a select group of clients. Your responsibilities will include understanding client financial aspirations, introducing them to our exclusive financial product, and ensuring that their financial goals are met.



What we are looking for:

You Will:

  • Build and maintain strong, lasting relationships with premium clients.
  • Act as the main point of contact for all client interactions, providing a personalized experience that exceeds expectations.
  • Introduce premium clients to our deposits product, highlighting its potential for wealth generation. Explain the financial modeling of earnings based on different investment amounts to clients.
  • Guide clients through the account opening process with transparency and clarity.
  • Present clients with access to private events, high-profile seminars, and engagement strategies.
  • Gather required documents and generate account files.

Requirements:

  • A minimum of 1-2 years of experience in financial services, wealth management or direct client service, preferably with high-net-worth clients.

We are looking for a person willing to travel from monday to friday to different cities in Mexico to serve our client and manage the signing of documents.

Education:

  • Bachelor's degree in finance, business, or a related field.

Skills:

  • Exceptional interpersonal and communication skills.
  • Strong understanding of financial products and services.

Personal Qualities:

  • Highly professional, with a polished and elegant demeanor.
  • Exceptional ability to build rapport and trust with clients.
  • Adept at active listening and empathy.
  • Proactive and detail-oriented.
  • Strong problem-solving and decision-making skills.

What we offer

  • Make a positive impact on the lives of our customers via financial inclusion
  • Professional development opportunities
  • International exposure & work experience
  • Company swag
  • Legally required benefits