Banamex Relationship Associate - 10

Banamex; Mérida; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

Una institución financiera en Mérida busca un Asociado de Relación para brindar atención al cliente y resolver problemas de manera oportuna. Se requiere tener una licenciatura y 0-2 años de experiencia. Las habilidades en herramientas relevantes y el análisis de datos son fundamentales. La posición es de tiempo completo en un entorno dinámico donde se valora el cumplimiento normativo y la ética profesional.

Formación

• 0-2 años de experiencia relevante.
• Licenciatura requerida.

Responsabilidades

• Proveer servicio al cliente diario y resolver problemas de manera oportuna.
• Validar datos y documentación del cliente en sistemas relevantes.
• Coordinar y hacer seguimiento en departamentos internos para satisfacer necesidades del cliente.
• Proporcionar retroalimentación sobre necesidades de productos y mejoras de procesos.

Educación

Licenciatura en Económico Administrativas, Actuaria, Ingenierías afines

Herramientas

ondemand

admwin

dictanet

cdm

platino

citirisk

Descripción del empleo

Overview

The Relationship Associate is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

Responsibilities

• Provide day-to-day client servicing, handle and provide timely resolution to client issues.
• Validates client data and documentation in relevant systems.
• Takes the lead to coordinate and follow-up across internal departments to solve client needs.
• Provides feedback to client related to emerging product needs, competitive practice and ideas on process/product improvement.
• Analyzes client data and provides reporting as needed.
• 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

Education

• Bachelors degree

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 Administrativas, Actuaria, Ingenierías a fines (100% de créditos)

Experiencia: en atención a clientes

Conocimientos: ondemand, admwin, dictanet, cdm, platino, citirisk (si es interno).

Job Family Group: Commercial and Business Sales

Job Family: Commercial Sales Support

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.