דרושים Gerente Back Office Personas Morales ב-Citi Group ב-Mexico, Mexico City

This role will be based out of the London, UK office.

Strategy and Process

• Drive execution of key strategic initiatives for CCB Globally and across Banking to ensure delivery with high quality, accuracy and timeliness. This will include a combination of leading or supporting projects or initiatives, depending on their nature
• Own the strategic, administrative, operational, and process enhancements on key CCB / Banking processes in partnership with internal other teams e.g. Cluster BE, Coverage, Loans, Resources, Strategy, Risk, Finance, etc.
• Support the Global BE team to articulate strategic priorities, support governance programs & track performance against strategic priorities
• Ensure headcount is accurate, real estate is inventoried and planned, and onboarding and termination of resources are managed effectively
• Manage and coordinate teams of cross-functional stakeholders. Provide strategic direction and accountability across disparate teams to create excellent outcomes
• Independently lead project management of global key enabler workstreams (e.g. internal partnerships, target market framing, product gap analysis, data remediation, etc).

Business Reviews

• Analyze detailed performance metrics to understand business drivers, opportunities & threats. Monitor ongoing performance
• Leverage global data sources to prepare adhoc analysis on key strategic / operational and deliver actionable insights
• Lead/support the development of and production of materials for management presentations, town halls, etc.
• Share best practices within CCB BE broadly and across Banking.

Risk & 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:

• Substantial experience in financial services.
• Prior commercial banking experience preferred.
• Connects the dots, is proactive and takes ownership.
• Experience working in global and complex settings with multiple stakeholders.
• Proven ability to work in a team of diverse skill sets and cultures.
• Proven ability to work in high-pressure, time-sensitive environments.
• Knowledge of tech-enabled reporting tools.
• Ability to quickly grasp and master new concepts, functional and technical knowledge.
• Excellent communication skills, influence others to achieve business objectives.
• Excellent Excel and PowerPoint skills.

Education:

• Bachelor's degree/University degree or equivalent experience.

Time Type:

Responsibilities:

• Formulate and define systems scope and project objectives through research activities and provide guidance to new or lower level analysts
• Analyze business client needs, document requirements and new technology, and derive test cases
• Define and analyze enhancements and assist in redesigning business processes and process automation
• Prepare reports, metrics and presentations and exchange ideas/information in a concise and logical manner between business units and IT
• Identify risk and consider business implications of the application of technology to the current business environment
• Test systems to ensure projects meet requirements and identify system problems to develop solutions based on analyses
• Resolve problems by translating business requirements into technical solutions and identifying and selecting solutions through the application of acquired technical experience and precedent
• 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:

• 2-5 years of relevant experience
• Experience in data analysis with intermediate/advanced Microsoft Office Suite skills
• Knowledge of applicable business systems and industry standards
• Proven analytical, data analysis, organization and presentation skills
• Demonstrated ability to manage a diverse project portfolio
• Consistently passionate for research, ideation and exploration with understanding of business analysis procedures and concepts
• Consistently demonstrate clear and concise written and verbal communication
• Proven ability to work independently and in a team with understanding of how collaboration accomplishes objectives

Education:

• Bachelor's degree/University degree or equivalent experience

Time Type:

Responsibilities:

• Conduct client profile reviews for customer accounts
• Review all information and documentation ensuring compliance with local regulation and Citi standards
• Update KYC forms and client profiles according to policy requirements
• Follow up with clients to ensure information is received before due dates
• Perform KYC tasks, including monitoring and tracking of the KYC records and Appendix approval process, assisting with the development and execution of action planning for expiring records, and ensuring records are not past due
• 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
• Experience in banking operations, preferably in the client account opening and pre-requirements process

Education:

• Bachelor's degree/University degree or equivalent experience

Licenciatura Concluida

Experiencia mínima de 6 mese en atención a clientes (Contacto Telefonico)

Experiencia en Sector Financiero (Desable)

Apego y comprensión a políticas, procedimientos y lineamientos operativos. Dominio en contacto telefónico, preferentemente llamadas de
salida.

Manejo de Excel- Intermedio

Ingles- Intermedio

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:

• 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.

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.

- Contrato de 40 horas a la semana,

- Jornada de miércoles a domingo

- Descanso lunes y martes

- Licenciatura concluida.

- 2 o más años de experiencia en ventas, atención y servicio a clientes.

- 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 manejando equipos

Time Type:

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Responsibilities:

• Resolve issues that include uncommon and complex situations with significant organizational impact
• Evaluate team’s performance and make recommendations for pay increases, promotions, terminations, hiring etc.
• Develop leaders by providing guidance and mentorship in conjunction with succession planning
• Develop employees and their skill sets to expand each team’s capabilities and provide growth opportunities
• Recommend new work procedures and contribute to the development of new customer service techniques, models and plans
• Drive organizational change through innovation and process improvement, eliminating friction points for team
• Achieve team performance excellence to ensure high quality and high volume productivity
• Recruit, hire and build a team of highly productive candidates through coaching, collaboration and motivation of staff
• 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:

• 5-8 years of relevant experience
• Intermediate to senior level experience in a related role with commensurate people management experience
• Call Center management experience, preferred
• Proficient knowledge of basic bank products such as deposit accounts, credit cards, time deposits, preferred
• Proficient project management skills
• Effective written and verbal communication and presentation skills
• Influencing and relationship management skills

Education:

• Bachelor's/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: