Banamex Ejecutivo de Proyectos e Implementacion

Banamex; Santa Fe Capital; Hybrid; MXN 240,000 - 320,000; Full time

Job summary

The Service Analyst 1 position with Citi is an entry-level role focused on executing daily customer service tasks while upholding Citi policies. You will coordinate with the Customer Service function to resolve inquiries and provide ongoing support.

Responsibilities include assisting with compliance procedures, preparing reports for senior management, and driving improvements in service processes. Strong communication and attention to risk controls are essential.

Qualifications

• Bachelor’s degree or equivalent experience.
• Experience with banking operations or branch administration preferred.
• Understanding of regulatory requirements for sales practices.

Responsibilities

• Execute day-to-day customer service activities in alignment with Citi policies.
• Support compliance procedures and respond to inquiries across product lines.
• Prepare internal reports on compliance status, issues and trends.
• Assist with implementing process improvements and operational controls.
• Provide excellent client experience and assist branches as needed.

Skills

Verbal and written communication

Influencing and relationship skills

Problem solving

Risk awareness and compliance mindset

Previous relevant experience

Education

Bachelor’s degree or equivalent

Tools

Excel

PowerPoint

Microsoft Copilot

ADWIN

System 18

Platino

TEOS

Eclipse

Job description

• Previous relevant experience preferred

The Service Analyst 1 is an entry-level position responsible for executing day to day customer service activities, while ensuring adherence to Citi’s policies and guidelines, in coordination with the Customer Service function. The overall objective is to resolve client inquiries and issues and to provide on-going customer support.

Responsibilities

• Assist with the administration of compliance procedures and control systems for the business review department, including monitoring, researching and responding to compliance related inquiries across all product lines
• Ensure accuracy of research and compliance advice provided to members of sales force team
• Develop information regarding required changes in reports and procedures
• Assist with the preparation of written and verbal reports for senior management on compliance program status, issues, trends and concerns
• Support sales force and management by implementing recommendations concerning changes, improvements and enhancements
• Apply knowledge of how the team interacts with others in order to accomplish Customer Service goals
• 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

• Previous relevant experience preferred
• Series 6 and 26 License.
• Fundamental understanding of industry regulations in the US and Canada, extensive understanding of systems, products and culture
• Proven knowledge of securities, insurance and mortgage lending laws and regulations as they apply to sales practice issues affecting the sales force
• Effective verbal and written communication
• Influencing and relationship management skills
• Proven ability to creatively solve problems

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.

Funciones

• Asegurar la correcta implementación, monitoreo y mejora continua de los procesos operativos, administrativos y de servicio en la red de sucursales, garantizando el cumplimiento de lineamientos, controles internos, manejo de efectivo y operación de dispositivos de autoservicio, mediante visitas de supervisión, análisis de oportunidades y acompañamiento a las unidades de negocio.
• Responsable de ejecutar actividades de análisis, propuestas de los procesos de servicio y proyectos relacionados al negocio.

Responsabilidades principales

• Coordinar e implementar iniciativas de mejora continua en procesos operativos de sucursales.
• Validar la correcta ejecución de procedimientos, políticas y controles internos de sucursales
• Realizar visitas periódicas a sucursales para evaluar la eficiencia operativa y detectar áreas de oportunidad.
• Analizar flujos de trabajo relacionados con servicio, administración interna, efectivo y áreas seguras.
• Participar en proyectos de optimización e implementación de nuevos procesos y herramientas relacionados con sucursales
• Asegurar el cumplimiento de estándares de operación en dispositivos de autoservicio en sucursales.
• Proporcionar asesoría y soporte a las sucursales durante la implementación de cambios operativos.
• Promover iniciativas que contribuyan a la eficiencia, productividad y experiencia del cliente.

Requisitos

Escolaridad

• Licenciatura concluida (deseable) en Administración, Ingeniería Industrial, Finanzas, Contabilidad o afín.

Experiencia

• Experiencia en operaciones bancarias o administración de sucursales.
• Conocimiento de procesos operativos y de servicio en sucursales.
• Experiencia en implementación o mejora de procesos.
• Experiencia en implementacion de proyectos
• Manejo de efectivo y controles operativos.

Conocimientos técnicos

• Excel intermedio o avanzado.
• PowerPoint.
• Microsoft Copilot.
• Conocimiento de sistemas bancarios como ADWIN, Sistema 18, Platino, TEOS o Eclipse.
• Elaboración y análisis de indicadores operativos.
• Experiecia en implementacion de proceso.

Condiciones laborales

• Ubicación: Santa Fe.
• Esquema híbrido
• Horario: Lunes a viernes de 09:00 a 19:00 hrs con 2 horas de comida.
• Disponibilidad ocasional para laborar sábados o domingos.
• Disponibilidad para visitar sucursales.

Job Family Group

Customer Service

Job Family

Service

Time Type

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.