Banamex - Investor Banca Privada / División Centro León jobs at Citi Group in Mexico, Santa Fe

Responsibilities:

• Conduct performance evaluations, compensation, hiring, disciplinary actions, and termination of team members
• Service existing accounts and establish new accounts at designated location or assigned geographical coverage area in order to increase revenue for the bank
• Proactively approach Citi clients to establish real needs, understand the client and their requirements, and interest them in Citi’s products
• Provide advice and product information to Citi clients as appropriate, outlining features and benefits
• Identify cross-selling opportunities to sell other products
• Achieve or exceed decided sales targets
• 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• Previous relevant experience preferred
• Experience in financial sales, customer service and management required
• Proficient computer skills
• Proactive leadership and motivational skills
• Consistently demonstrates clear and concise written and verbal communication
• Creative problem solving and decision-making skills

Education:

• Bachelor’s degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Ser líder de un equipo de alto desempeño, cuyo principal objetivo es que su equipo genere experiencias extraordinarias positivas, a través de la colocación de productos y servicios, en apegado a políticas y procesos, tanto de la institución como del socio comercial

Principales tareas:

• Responsable de reclutar el perfil para los puntos de venta asignados.
• Capacitar al equipo en cuanto a productos, plataformas, control, políticas y prevención.
• Seguimiento a indicadores.
• Relacion con los socios comerciales.
• Visita a los puntos de venta.
• Coordinar apertura y cierre de puntos de ventas.
• Manejar un equipo de entre 12 y 16 ejecutivos aproximadamente.
• Manejar 6 a 7 puntos de venta aproximadamente.

Requisitos:

• Licenciatura concluida. (100% de los Créditos) Deseable Título.
• 2 o mas años de experiencia en ventas, atención y servicio a clientes.
• Disponibilidad para moverse a los diferentes puntos de venta 80% del tiempo.
• Disponibilidad para laborar fines de semana y descansar entre semana.
• Capacitar e interés para desarrollar equipos.
• Enfocado a resultados
• Logro de objetivos
• Gusto por las ventas
• Experiencia con equipos a cargo

Time Type:

Responsibilities:

• Supervises an accounting unit or medium team.
• Applies advanced analytical skills and knowledge of data analysis tools and methodologies as they pertain to Ops Accounting.
• Impacts the team and closely related work teams by influencing decisions through advice or facilitating services; accountable for end results.
• Typically deals with variable issues with potential broader business impact.
• Influences accounting operations decisions through advice, counsel, facilitating services to others or through joint accountability for volume, quality and timeliness of end results.
• Full supervisory responsibilities evaluates subordinates' performance and makes recommendations for pay increases, promotions, terminations, etc. Responsible for training new team members.
• Has the ability to operate with a limited level of direct supervision.
• Can exercise independence of judgement and autonomy.
• Acts as SME to senior stakeholders and /or other team members.
• Ability to manage teams.
• 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 2-5 years of experience in an accounting role with previous management experience.

Education:

• Bachelors degree

La posición requiere de viaje constante y de preferencia experiencia en operación de Sucursal. El trabajo se desarrolla de manera hibrida y reporta directamente a Gerente y Director BOF.

Time Type:

Responsibilities:

• Lead and mentor a small Operation Support team (typically up to 10) through delegating daily tasks and responsibilities as well as recommending new work procedures to help streamline operations
• Conduct training, monitor quality and quantity of team work and provide feedback on performance, including making recommendations on pay increases, promotions, terminations, etc.
• Analyze Operations information and make evaluative judgements to solve problems
• Responsible for Identifying and resolving routine problems and operational issues with broader departmental impact within established procedures
• Identify hiring needs to ensure adequate staffing
• Serve as a backup for manager, as needed
• Has the ability to operate with a limited level of direct supervision.
• Can exercise independence of judgement and autonomy.
• Acts as SME to senior stakeholders and /or other team members.
• Ability to manage teams.
• 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 2-5 years of related business experience including at least one-year supervisory experience
• Proficient in Microsoft Office
• Proactive leadership and motivational skills
• Proven organization and time management skills
• Demonstrated problem-solving and decision-making skills
• Consistently demonstrates clear and concise written and verbal communication skills

Education:

• Bachelor’s degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Lic. Económico- Administrativo (Concluida)

Experiencia minina de 3 años en Sistemas de Pensiones- Administración de Proyectos.

ConocimientoLey de Infonavit / Sistema de Ahorro para el Retiro / Ley de Seguro Social.

Manejo de Personal- Indispensable.

Time Type:

Responsibilities:

• Support the sales team to sell products to the existing base through portfolio analysis of existing insurance and investment holdings, needs analysis, and customer risk profile.
• Disseminate information on industry, financial markets and competition products and analyze the same for a meaningful sales engagement.
• Drawing up the training roadmap for the individual relationship manager and ensuring successful completion of training certification on regulatory and knowledge, attitude, skills and habits.
• Ensuring the customer engagement by organizing meets and speaking about product offering to build awareness in those meets.
• Joint sales drills with relationship managers to facilitate customers buy the right iproduct.
• Build the knowledge level of Branch Managers.
• Be the compliance gatekeeper in the region/branch for adherence to regulatory guidelines.
• Be extremely vigilant for potential sales complaints, free look cancellations, surrender ratios, lapse rates and sales complaints.
• Highlight potential financial, regulatory and credit risk to the franchise.
• 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 2-5 yeas financial sales experience preferred

Education:

• Bachelor’s/University degree or equivalent experience

• Experiencia en ventas
• Conocimiento en productos financieros
• Disponibilidad para viajar
• Atención a clientes

Time Type:

Responsibilities:

• Support the sales team to sell products to the existing base through portfolio analysis of existing insurance and investment holdings, needs analysis, and customer risk profile.
• Disseminate information on industry, financial markets and competition products and analyze the same for a meaningful sales engagement.
• Drawing up the training roadmap for the individual relationship manager and ensuring successful completion of training certification on regulatory and knowledge, attitude, skills and habits.
• Ensuring the customer engagement by organizing meets and speaking about product offering to build awareness in those meets.
• Joint sales drills with relationship managers to facilitate customers buy the right iproduct.
• Build the knowledge level of Branch Managers.
• Be the compliance gatekeeper in the region/branch for adherence to regulatory guidelines.
• Be extremely vigilant for potential sales complaints, free look cancellations, surrender ratios, lapse rates and sales complaints.
• Highlight potential financial, regulatory and credit risk to the franchise.
• 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 2-5 yeas financial sales experience preferred

Education:

• Bachelor’s/University degree or equivalent experience

Funciones principales:

• Asignación de cartera, visitar clientes, acompañamiento a banqueros a citas tanto para atracción y retención de clientes
• Ofrecer a cartera vigente productos de nómina
• Ofrecer beneficios de nómina a clientes
• Atención a directores y banqueros de relación
• Viajes para visitar clientes de acuerdo a la necesidad del Negocio
• Prospección de clientes nuevos

REQUERIMIENTOS

• Experiencia en ventas y servicio a clientes (2 años)
• Facilidad de palabra
• Experiencia en ventas
• Licenciatura concluida
• Disponibilidad para viajar
• Autogestión
• Preferentemente con conocimiento de producto de nómina
• Conocimiento del sector Gobierno (deseable)

Time Type:

Responsibilities:

• Update help content used by Knowledge Hub end users to service client inquires, as needed
• Execute work assigned, including annual review certification and change requests
• Serve as liaison to business for work assignments by asking fact finding questions, following up on open items and helping with content approval
• Conduct needs assessment and update content or develop content related solutions according to business needs
• Research and seek out solutions to inquiries on help content and all other open items related to business including policy gaps and changes
• Monitor work progression ensuring completion of assignments by requested due date
• Ensure consistent application of team process controls
• 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:

• 0-2 years of relevant experience
• Proficient in Microsoft Office
• Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
• Self-motivated and detail oriented
• Proven organization and time management skills
• Demonstrated problem-solving and decision-making skills
• Consistently demonstrates clear and concise written and verbal communication skills
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act

Education:

• Bachelor’s degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

• Diagnosticar, dar seguimiento y resolver incidencias reportadas por los usuarios del sistema .

• Asegurar atención y solución de problemas del sistema

• Diseñar, desarrollar e implementar nuevas funcionalidades en el sistema para mejorar la experiencia del usuario, atendiendo las necesidades del negocio.

• Realizar pruebas en los ambientes preproducción para asegurar el correcto funcionamiento de las mejoras antes de su liberación.

• Colaborar con otros equipos para asegurar la integridad de las soluciones.

• Administrar y actualizar los catálogos en los sistemas.

2 años de experiencia en el desarrollo de aplicaciones web

Conocimiento de metodologías ágiles

Conocimiento básico de crédito

Deseable experiencia en outsystem

Time Type:

Responsibilities:

• Update help content used by Knowledge Hub end users to service client inquires, as needed
• Execute work assigned, including annual review certification and change requests
• Serve as liaison to business for work assignments by asking fact finding questions, following up on open items and helping with content approval
• Conduct needs assessment and update content or develop content related solutions according to business requirements
• Research and seek out solutions to inquiries on help content and all other open items related to business including policy gaps and changes
• Monitor work progression ensuring completion of assignments by requested due date
• Ensure consistent application of team process controls
• 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:

• 0-2 years relevant experience
• Proficient in Microsoft Office
• Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
• Self-motivated and detail oriented
• Proven organization and time management skills
• Demonstrated problem-solving and decision-making skills
• Consistently demonstrates clear and concise written and verbal communication skills

Education:

• Bachelor’s degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Time Type: