Banamex - Relationship Associate - BEI Mty

Banamex; San Pedro Garza García; Presencial; MXN 868.000 - 1.303.000; Jornada completa

Descripción de la vacante

Citi is seeking a Relationship Associate to support client servicing and data-driven decisions within Operations. The role focuses on analyzing client data, coordinating across departments, and ensuring adherence to regulatory and company policies.

The ideal candidate will bring up to 2 years of relevant experience and a Bachelor's degree, with proficiency in Microsoft Office. This full-time position emphasizes accuracy, timeliness, and effective communication.

Formación

• 0-2 years relevant experience.
• Bachelors degree required.

Responsabilidades

• Provide day-to-day client servicing and resolve client issues in a timely manner.
• Validate client data and documentation in relevant systems.
• Coordinate and follow-up across internal departments to solve client needs.
• Provide feedback on product needs and process improvements to clients.
• Analyze client data and provide reporting as needed.
• Assess risk and ensure compliance with laws and Citi policies.

Educación

Bachelors degree

Herramientas

Microsoft Office

Descripción del empleo

• Bachelors degree

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.

• Recién Egresados
• Entre 0 y 2 años de experiencia relevante.
• Dominio de Microsoft Office.
• Capacidad para trabajar bajo presión y administrar plazos de entrega o cambios imprevistos en las expectativas o los requisitos.
• Automotivación y atención a los detalles.
• Habilidades comprobadas de organización y gestión del tiempo.
• Habilidades comprobadas de toma de decisiones y resolución de problemas.
• Demuestra de manera constante habilidades de comunicación escrita y verbal clara y concisa.

Job Family Group

Operations - Core

Job Family

Operations 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.