דרושים Sales Support Representative - C05 Osv ב-Citi Group ב-Mexico, Mexico City

The Ops Support Associate 2 is an entry-level position responsible for providing operations support services, including but not limited to; record/documentation maintenance, storage & retrieval of records, account maintenance, imaging and the opening of accounts in coordination with the Operations - Core Team. Additionally, the Ops Support Associate 2 serves as the liaison between operations staff, relationship managers, project managers, custodians and clients. The overall objective of this role is to provide day-to-day operations support in alignment with Citi operations support infrastructure and processes.Responsibilities:

• Identify, analyze, and solve key issues of assigned area and deliver supporting documents to corresponding areas
• Assist with the management of various reports, including business reporting, monthly operating report, and business scorecard and provide constant and clear communication regarding local policies and processes
• Assist in the execution and monitoring of processes and data, ensuring efficiency and client satisfaction
• Organize, develop, and maintain Continuity of Business, Resolution planning and Business Review Templates
• Administer and maintain applications for the generation of Dashboards indicators in the effectiveness of processes
• Monitor requirements related to compliance with Corporate Policies
• Monitor and implement corrective actions derived from MCA reviews and other control entities
• Conduct administration activities for collections, including maintaining applications, providing support to collections administration systems and implementing global and local projects in the collection process
• 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:

• 2-5 years of relevant experience
• Proficient in Microsoft Office
• Consistently demonstrates clear and concise written and verbal communication skills
• Ability to work in fast pace and changing environment
• Ability to analyze data and solve problems
• Proven organizational and time management 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.

Horario de trabajo es de 06:00 a 14:00

Other Relevant Skills

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You’ll also have the chance to give back and make a positive impact where we live and work through volunteerism.

Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. The team will be accountable and responsible for operational oversight of the closing and servicing of all loan transactions of the business division being supported to ensure all internal and external requirements are met.

:

• Contribute to the build and development team to support loan origination and lifecycle management which includes large complex syndicated and bilateral loans covering but not limited to corporate, commercial, real estate, structured lending and trade.

• Assist with the creation of processes, standards, procedures, controls, training, and implementation of transaction management.

• Aid in the design and implementation of technology including testing and rollout.

• Provide training and support to transaction management staff and business constituents.

• Partner with each of the originating and coverage business lines, credit risk, operations, legal, etc.

• Ensure that quality of data, controls and processes performed meet internal policies and regulatory requirements/expectations.

• Work with lines of business, transaction management, and loan operations to define and implement operational metrics and risk and control reviews to ensure all stakeholders have end to end transparency.

• Constantly improve processes, controls and efficiencies within the group and front to back across loan lifecycle

• Participate in projects to enhance performance and efficiency.

• Take part in loan remediation and loan system testing / migrations.

• Actively manage and maintain a deal closing pipeline of loan transactions.

• Coordinate and close loan transactions/lifecycle events, capture data, store documentation, troubleshoot issues/roadblocks, perform quality control

• 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.

:

• 5-8 years of experience

• Individual must have excellent communication, organizational and interpersonal skills.

• Individual must work well under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow up.

• Candidate has quantitative skills with a high proficiency with Excel and other Microsoft based programs.

• Tableau or visualization tool familiarity

• Experience with Loan IQ, transaction capture tools, etc.

• Keen attention to detail

• Developed analytical and problem-solving abilities

• Client relationship and solution skills

• Experience within a large global team supporting wholesale lending at large financial Institution

• Knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc.

• Experience working with clients under time constraints to facilitate a transaction or process.

• Proven ability to collaborate with team members, Senior management and other business constituents

• Critical decision-making capabilities including the ability to identify, escalate, and propose solutions to problems

• Ability to multi-task through the practice of strong organizational and time management skills with experience in continuously following-up with various stakeholders

• Understanding and awareness of appropriate corporate and regulatory policies in relation to Lending

• Deep understanding of operational processes supporting Wholesale lending

• Focus on achieving/exceeding key operating standards within a KPI/metrics driven culture

• Ability to work in an environment where priorities are frequently changing

Education:

• Bachelors/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:

The Apps Support Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.Responsibilities:

• The Application Support Senior Analyst provides technical and business support for users of Citi Applcations. This includes providing quick resolutions to app issues, driving stability, efficiency and effectiveness improvements to help us and the business succeed.
• Maintains application systems that have completed the development stage and are running in the daily operations of the firm.
• Manages, maintains and supports applications and their operating environments, focusing on stability, quality and functionality against service level expectations.
• Start of day checks, continuous monitoring, and regional handover.
• Perform same day risk reconciliations
• Develop and maintain technical support documentation.
• Identifies ways to maximize the potential of the applications used
• Assess risk and impact of production issues and escalate to business and technology management in a timely manner.
• Ensures that storage and archiving procedures are in place and functioning correctly
• Formulates and defines scope and objectives for complex application enhancements and problem resolution
• Reviews and develops application contingency planning to ensure availability to users.
• Partners with appropriate development and production support areas to prioritize bug fixes and support tooling requirements.
• Participate in application releases, from development, testing and deployment into production.
• Engages in post implementation analysis to ensure successful system design and functionality.
• Considers implications of the application of technology to the current environment. Identifies risks, vulnerabilities and security issues; communicates impact.
• Ensures essential procedures are followed and helps to define operating standards and processes.
• Act as a liaison between users/traders, interfacing internal technology groups and vendors.
• Expected to be able to raise problems to appropriate technology and business teams, while adhering to Service Level Agreements.
• Acts as advisor or coach to new or lower level analysts.
• Provides evaluative judgment based on analysis of factual information in complicated and unique situations.
• Directly impacts the business by ensuring the quality of work provided by self and others; impacts own team and closely related work teams.
• Exhibits sound and comprehensive communication and diplomacy skills to exchange complex information.
• Active involvement in and ownership of Support Project items, covering Stability, Efficiency, and Effectiveness initiatives.
• Performs other duties and functions as assigned.
• 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.
• 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:

• 5-8 years experience in an Application Support role.
• Experience installing, configuring or supporting business applications.
• Experience with some programming languages and willingness/ability to learn.
• Advanced execution capabilities and ability to adjust quickly to changes and re-prioritization
• Effective written and verbal communications including ability to explain technical issues in simple terms that non-IT staff can understand.
• Demonstrated analytical skills
• Issue tracking and reporting using tools
• Knowledge/ experience of problem Management Tools.
• Good all-round technical skills
• Effectively share information with other support team members and with other technology teams
• Ability to plan and organize workload
• Consistently demonstrates clear and concise written and verbal communication skills
• Ability to communicate appropriately to relevant stakeholde

Education:

• Bachelor’s/University degree or equivalent experience

Conocimiento de lenguajes de programación Java Avanzado, Cobol intermedio, Tandem
Idiomas: Inglés intermedio-avanzado

manejo de Tandem.

Conocimiento en Monitoreo de Aplicaciones y topologías de Arquitectura de aplicaciones Open System.

Time Type:

The Sales Support Sr Manager accomplishes results through the management of professional team(s) and department(s). Integrates subject matter and industry expertise within a defined area. Contributes to standards around which others will operate. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function. Requires basic commercial awareness. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Has responsibility for volume, quality, timeliness and delivery of end results of an area. May have responsibility for planning, budgeting and policy formulation within area of expertise. Involved in short-term planning resource planning. Full management responsibility of a team, which may include management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations and may include budget approval.Responsibilities:

• Monitors and ensures accurate execution for sales and client request to the team.
• Participates in initiatives to improve client and account management process.
• Maintains MIS to track end-to-end process for tracking turnaround times of deliverables from team.
• Assists in Client Onboarding and monitor smooth process for account opening, documentation and ensure all required documents are well collected, verified, stored and provide clients with feedback on onboarding status.
• Provides guidance in the role of subject matter expert in the areas of account opening, tax and local market documentation to both Citi staffs and external clients.
• Works with Account Control team to ensure regulatory reviews of all clients are performed.
• Partners with Credit Risk Officers to ensure that all client review materials are in place and completed.
• Ensures service engagement is a satisfying experience for clients through ensuring sincere, timely and effective completion of client’s service requests.
• Effectively manages risk and foster an environment that is knowledgeable about risk, abides by risk guidelines & controls.
• Collaborates with your other regional counterparts to achieve a global, regional or product consistent framework for the services provided.
• Leads process Improvement through innovation and transformation projects.
• 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:

• Bachelors Degree or Equivalent Financial Services Experience with 5 + years managerial/sales supervisory experience.

Education:

• Bachelors degree, potentially Masters degree

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

Mandatory English proficiency

Time Type:

Responsibilities:

• Provide direct sales support to Treasury Consultants in covered markets.
• Places focus on revenue generating activities associated with the sale of Treasury Products and Services.
• Prepares proposals and pricing analysis, assist with RFPs and presentations, coordinate credit approvals and exception pricing, coordinate data input for tracking pipeline and activity
• Establishes and maintains relationships with Treasury Consultants and Bankers that are directly supported.
• Provides coverage on product sales related inquiries from Treasury Sales, Bankers, other internal partners and clients
• Joins Treasury Consultant on in person sales calls or conference calls when appropriate.
• 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 commercial banking or relevant experience

Education:

• Bachelors/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.

Licenciatura concluida indispensable

Inglés avanzado indispensable

Time Type: