Payroll Accounts Onboarding & Client Service Specialist

Citigroup Inc.; Tapachula; Sur place; MXN 180 000 - 280 000; Plein temps

Résumé du poste

Citigroup Inc. is seeking a Product Sales Analyst trainee to support daily market updates and client guidance. The role focuses on analyzing financial gaps, introducing suitable products, and collaborating with branch staff to achieve team objectives.

The position requires a basic understanding of processes and strong communication, with a commitment to compliance. The job may involve travel and a customer-service orientation.

Qualifications

• Previous banking experience preferred.
• Bachelor’s/University degree or equivalent experience required.

Responsabilités

• Communicate daily market update and trading strategic plan for clients and individual sales staff.
• Provide guidance to customers by identifying financial gaps in their wealth or asset allocation and to introduce suitable products.
• Communication on banking products through daily interactions.
• Enhance product knowledge and sales technique to branch colleagues on particular products by regular market update and technical analysis.
• Work with Branch Managers to set plan to meet financial commitment.
• Responsible for driving bankers to meet team goals.
• Strictly abide by the requirements of compliance & internal control on sales activities.
• Maintain and manage good relationships with customers and to ensure customers have a consistent and superior banking experience.
• 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.

Formation

Bachelor’s/University degree or equivalent experience

Description du poste

Citigroup Inc. is seeking a Product Sales Analyst trainee to support daily market updates and client guidance. The role focuses on analyzing financial gaps, introducing suitable products, and collaborating with branch staff to achieve team objectives.

The position requires a basic understanding of processes and strong communication, with a commitment to compliance. The job may involve travel and a customer-service orientation.