Senior Banking Specialist
hace 4 semanas
The Sales Support Sr Manager is responsible for managing professional teams and departments, integrating subject matter and industry expertise within a defined area. This role contributes to standards around which others will operate, requiring in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function.
Key Responsibilities- Monitor and ensure accurate execution for 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.
- Provide guidance in the role of subject matter expert in the areas of account opening, tax, and local market documentation to both Citi staff and external clients.
- 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.
- 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
- Bachelor's Degree or Equivalent Financial Services Experience with 5+ years managerial/sales supervisory experience.
- Bachelor's degree, potentially Master's degree.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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