Relationship Associate

hace 7 meses

Ciudad de México Citi A tiempo completo

El Asociado de Relaciones es una función profesional de un empleado en desarrollo. Se ocupa de la mayoría de los problemas de forma independiente y tiene cierta libertad para resolver problemas complejos. Integra conocimientos sólidos del área de especialidad con una comprensión sólida de los estándares y las prácticas de la industria. Tiene buena comprensión del modo en que el equipo y el área interactúan con otros para lograr los objetivos de la subfunción/categoría del puesto. Aplica un pensamiento analítico y el conocimiento de herramientas y metodologías de análisis de datos. Exige atención al detalle al realizar juicios y hacer recomendaciones en función del análisis de información fáctica. En general, debe lidiar con temas variables con impacto potencial más amplio en los negocios. Aplica su juicio profesional al interpretar datos y resultados. Explica la información de manera sistemática y transmisible. Se requieren habilidades desarrolladas de comunicación y diplomacia para intercambiar información potencialmente compleja/sensible. Genera un impacto moderado pero directo mediante un contacto estrecho con las actividades principales de los negocios. La calidad y puntualidad de servicio suministrado afectarán la eficiencia del equipo propio y de equipos estrechamente relacionados.

**Responsabilidades**:

- Construye relaciones con la red de clientes y los equipos operativos, y actúa como contacto clave para solicitudes internas/resolución o escalación de problemas.
- Garantiza que se cumplan oportunamente las políticas Conozca a ts Cliente (Know Your Customer, KYC) y otros requisitos normativos, junto con los socios de productos y los Gerentes de Relaciones (Relationship Managers, RM).
- Ayuda a los clientes a acceder a la red global de Citi al ubicar la cobertura local y el apoyode productos a nível global.
- Trabaja con los RM y socios de productos para incorporar nuevos clientes/nuevas subsidiarias y completar configuraciones de crédito inicial/KYC.
- Coordinar solicitudes de crédito y aprobaciones de la red global de Citi.
- Trabaja con los socios de productos y la red global de Citi para identificar oportunidades de ganancias y posicionar determinados productos con clientes.
- Garantiza que se realicen análisis de apoyo periódicos con clientes y se documenten correctamente.
- Mantiene correctamente jerarquías legales y de marketing de clientes.
- Se asocia con el equipo de Administración de Crédito para garantizar que se mantenga actualizada la documentación de crédito: FX, derivados, préstamos, cartas de crédito y otros documentos relacionados con el crédito.
- Se asocia con el equipo de Administración de Crédito para supervisar el uso de las líneas de crédito, y asociarse con Riesgo Independiente durante las revisiones anuales de clientes.
- Asiste en la implementación de transacciones de efectivo (Cash) de banqueros.
- Evaluar adecuadamente el riesgo cuando se toman decisiones comerciales, demostrando una consideración particular por la reputación de la empresa y protegiendo a Citigroup, sus clientes y activos, al impulsar el cumplimiento de las leyes, las reglas y los reglamentos correspondientes, acatando la política, aplicando un juicio ético sólido en relación con el comportamiento personal, la conducta y las prácticas comerciales y escalando, administrando e informando los problemas de control con transparencia

**Calificaciones**:

- Entre 2 y 5 años de experiência relevante.

**Educación**:

- Licenciatura/título universitario o experiência equivalente.
- **Job Family Group**:
Commercial and Business Sales
- **Job Family**:
Commercial Sales Support
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

View the **EEO Policy Statement**.

View the **Pay Transparency Posting

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