Tts Account Services Product Manager

hace 2 meses

Ciudad de México Citi A tiempo completo

**Responsibilities**:

- Utilize all possible channels to source quality new-to-bank clients with potential to generate business across lending, treasury, capital markets, cash management products.
- Responsible for the entire process of new client acquisition from identifying prospects, delivering customized financial service solutions to completing facility availment.
- Analyze market trends and market size by integrating analytical skills and knowledge of data analysis tools and methodologies.
- Facilitate client on-boarding process by resolving operations and service issues that may arise.
- Work on preparing credit assessments and monitoring risk issues by liaising with clients on any document deficiency or requests for more information.
- Prepare client presentations for senior management.
- Ensure all KYC and AML as well as other compliance norms are strictly adhered to.
- Follow up with clients on offer acceptance and confirm the facility is successfully availed.
- Maintain knowledge of industry and competitive landscape.

**Qualifications**:

- Bachelor's degree in finance, economics, commerce, engineering or related disciplines
- 5-8 years relevant commercial banking experience
- Good record of proactively building relationships with product and credit review/approval partners

**Education**:

- Bachelors/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.
- he Account Services Product team is responsible for supporting multiple aspects of the checking accounts and fee processes, facilitating complex client onboarding, data management, and procedures updates and developments. The team is accountable and responsible to perform oversight of the operational teams that provide support to the related services. Coordinates local and global initiatives related to, Digital Onboarding, Account Opening and maintenance, e-signature, Deal Creation (CRM), Billing collection (GBS), Divestiture-related projects and regulatory policies and strategies related to Account Services and Fees for corporate clients.

This role involves major interactions and coordination with partner areas in different geographies (local, regional and global), such as Legal, Sales, Operations, Compliance, Marketing, Product teams and Technology

**Responsibilities**:

- In charge of prioritize tasks, definitions, commercial strategies alignments, improve revenue capture, client onboarding, digitalization, bank fee transparency and simplification, within different business units among the organization, local, regional and Global.
- Set up strategy to adopt global models, considering local and global regulations and constraints, coordinate migration from legacy platforms, communication with internal and external clients.
- Define new work procedures, strategy for Mexico, for corporate clients.
- Coordinate with technology business requirements, project’s budget, and rollout approach.
- Generate and socialize training material for internal and external users. In addition, provide training for internal users.
- Participate in projects to enhance performance and efficiency.
- Update procedures according to new launches, regulatory or policy changes. Define implementation readiness as part of new launches, including service support.
- Prepare and deliver documentation for regulators, auditors, or any compliance groups. Update tracking tools to report updates and interactions.
- Communicate information related to the product releases and updates.
- Track issues, risks, key product metrics, data management, quality control and generate reporting.
- Involved in Senior Discussions and product reviews where the strategies are defined. Also he/she will work with different teams in Mexico, Region and Global. Obtaining experience to work with multi-cultural groups.
- Work closely with sales teams to understand client’s needs related to Account services products.

**Qualifi**cations**:

- Skills in time management, adaptability, attention to detail, planning skills, teamwork.
- At least 3 years of experience
- Able to communicate in English (advanced reading, writing and speaking)
- Individual must have excellent communication, organizational and interpersonal skills.
- Individual must work well under tight deadlines, manage priorities, and complete assigned tasks with mínimal management follow up.
- Developed analytical and problem-solving abilities

**Additional non-core qualifications which will be considered are**:

- Work experience within a large global/local institutions
- Knowledge of cash management products and business,
- Critical decision-making capabilities including the ability to identify, escalate, and propose solutions to problems
- Ability to multi-task through the practice of strong organizational and time management skills with experience in continuously following-up with various stakeholders
- Medium

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