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Head of Staff

hace 2 meses


Guanajuato, Guanajuato, México Citi A tiempo completo

Job Summary

Citi is seeking a highly skilled and experienced professional to fill the role of Head of Staff. This position is responsible for overseeing the execution of sales and client requests, improving client and account management processes, and ensuring regulatory reviews are performed.

Key Responsibilities

  • Monitor and ensure accurate execution of sales and client requests to the team.
  • Participate in initiatives to improve client and account management processes.
  • Maintain MIS to track end-to-end process for tracking turnaround times of deliverables from the team.
  • Assist in Client Onboarding and monitor smooth process for account opening, documentation, and ensure all required documents are well collected, verified, stored, and provide clients with feedback on onboarding status.
  • Work with Account Control team to ensure regulatory reviews of all clients are performed.
  • Partner with Credit Risk Officers to ensure that all client review materials are in place and completed.
  • Ensure service engagement is a satisfying experience for clients through ensuring sincere, timely, and effective completion of client's service requests.
  • Effectively manage risk and foster an environment that is knowledgeable about risk, abides by risk guidelines & controls.
  • Collaborate with other regional counterparts to achieve a global, regional, or product consistent framework for the services provided.
  • Lead process Improvement through innovation and transformation projects.

Requirements

  • Bachelor's Degree or Equivalent Financial Services Experience with 5+ years managerial/sales supervisory experience.
  • English is mandatory.
  • 5+ years of experience.
  • Previous experience as manager in Commercial Banking or Corporate Banking is required.

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