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Citi Group CMB Business Assistant - C10 
Costa Rica, San José 
950287917

20.09.2024
Responsibilities:
  • Serve as single point of contact for internal partners and external clients, interacting with key teams to identify and resolve issues
  • Ensures customer inquiries are answered in an efficient and timely manner, maintaining compliance with departmental standards
  • Conduct necessary analyses to address client needs
  • Communicate resolutions to clients
  • Develop and maintain client portfolio through regular calls and face to face interaction, as needed
  • Inform clients about problems (system failures, market issues) and provide regular resolution updates
  • 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:
  • 1-2 years of relevant experience in high-quality customer service with focus on building client relationship and achieving quality results
  • Computer proficiency (Microsoft Office Suite)
  • Consistently demonstrate clear and concise written and verbal communication (English & Spanish)
  • Proven investigative and analytical skills
  • Demonstrated ability to present concepts and influence change
  • Proven ability to work under limited supervision within a team environment
Education:
  • Bachelor's degree/University degree in a related fieOR equivalent experience
  • Coordinate the timely execution of the sub processes that are part of the process of onboarding, maintenance and setting of new products with the different executing areas of Citi in the different geographies.

  • Support RMs and Product Manager in the resolution of necessary exceptions and escalations such as resolution of deferrals, overdrafts, lack of powers, MIFT policy, etc. In such a way that it is possible to proceed with the appropriate processing of the requests received within the standards of time offered to the client.

Time Type:

Full time

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