Senior Portfolio Manager
hace 2 semanas
We are seeking a highly motivated and experienced Senior Portfolio Manager to join our team in Toluca. As a key member of our Consumer Sales department, you will be responsible for providing exceptional customer service and meeting sales targets for financial products and services within your assigned district or location.
About the Role:
- Develop short and long-term product-level strategies to deliver financial plans
- Execute credit initiatives and achieve credit goals and objectives
- Work with stakeholders to develop and implement a strategy/contact model for Field Sales Representatives
- Analyze sales reports and implement action plans to achieve sales objectives
- Collect and communicate market intelligence on best practices, client feedback, and market competition
- Assist in developing and implementing a field intelligence system for prompt reporting of competitive activity
- Develop and maintain relationships with internal and Retail Partners
- Fulfill clients' needs while providing an exceptional client experience
Requirements:
- 6-10 years of relevant experience in portfolio management
- Required licenses: Series 7, Series 63, and Series 65
- Sales/Credit experience required
- Field Sales and/or client development experience required
- Project Management experience preferred
- Working knowledge of related industry practices and standards
- Ability to work 50%-75% of the time from home office
Education:
Bachelor's degree/University degree or equivalent experience; Master's degree preferred
Salary Estimate: $60,000 - $80,000 per year
-
Senior Fraud Management Director
hace 2 semanas
Metepec, México Citi A tiempo completoFraud Operations Senior Manager RoleCiti is seeking a seasoned professional to fill the position of Fraud Operations Senior Manager. In this critical role, you will oversee the management of fraud losses and lead a team of analysts in making informed decisions using risk/reward balance methodology.About the Job:The successful candidate will be responsible...
-
Senior Collections Manager
hace 2 semanas
Metepec, México Citi A tiempo completoThe Citi Collection Management team is seeking a highly skilled Senior Collections Manager to lead our collections efforts. The ideal candidate will have extensive experience in collection management, with a strong background in leadership and supervisory responsibilities.Key Responsibilities:Lead a team of collections professionals to achieve business...
-
Senior Operations Support Manager
hace 1 semana
Metepec, México Citi A tiempo completoCiti is seeking a Senior Operations Support Manager to lead and mentor a team of employees in an effort to provide operations support services.**Job Overview:**The successful candidate will have 2-5 years of related business experience including at least one-year supervisory experience. They will be proficient in Microsoft Office, possess proactive...
-
Senior Financial Services Relationship Manager
hace 1 semana
Metepec, México Citigroup Inc. A tiempo completoCitigroup Inc. is seeking a highly skilled and motivated Senior Financial Services Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with clients, identifying business opportunities, and providing tailored financial solutions to meet their...
-
Senior Quality Assurance Manager
hace 2 semanas
Metepec, México Citi A tiempo completoJob DescriptionWe are seeking an experienced Senior Quality Assurance Manager to join our team at Citi. As a key member of our Operations Quality group, you will be responsible for ensuring the highest level of quality in our customer service delivery.The ideal candidate will have 2-5 years of relevant experience in quality assurance, with a strong...
-
Collection Operations Lead
hace 2 semanas
Metepec, México Citi A tiempo completoAbout the RoleWe are seeking a highly skilled Collection Operations Lead to oversee our portfolio management operations. In this role, you will be responsible for assisting day-to-day operations to ensure smooth workflow and achieve predetermined goals.Key Responsibilities:Assist manager with coaching a team of representatives in delivering high-quality...
-
Corporate Banking Relationship Manager
hace 1 semana
Metepec, México Citi A tiempo completoThe Emerging Corp Relationship Manager is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems.Key Responsibilities:Deepen client relationships through proactive communication and understanding of their needs, leveraging internal resources as necessary.- Resolve issues with clients' portfolios...
-
Senior Collections Professional
hace 1 semana
Metepec, México Citi A tiempo completoAt Citi, we are seeking an exceptional Senior Collections Professional to join our team. This is a full-time position that offers the opportunity to work under general supervision and established procedures.About the Role:This role will involve utilizing advanced negotiation skills to resolve delinquency issues, researching problems, such as skip tracing, to...
-
Fraud Ops Sr Manager
hace 3 meses
Metepec, México Citi A tiempo completoThe Fraud Ops Sr Manager is a senior management level position responsible for accomplishing results through the management of a team or department to drive fraud management policies, processes and procedures to minimize the impact of fraud in coordination with the Operations - Services team.The overall objective of this role is to manage fraud losses by...
-
Banquero de Relación
hace 6 meses
Metepec, México Citi A tiempo completo**Responsibilities**: - Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations; - Serves as clients' contact point and is responsible for managing internal departments to address any customer service issues; - Introduces solutions to clients in building and...
-
Operational Risk Leadership Specialist
hace 4 semanas
Metepec, México Citi A tiempo completoThe ideal candidate for this Operational Risk Manager position will provide leadership and supervisory responsibility for a team, applying in-depth disciplinary knowledge to provide value-added perspectives or advisory services. This role requires strong communication and diplomacy skills, with responsibility for the volume, quality, and timeliness of end...
-
Gerente de Tienda senior en Retail
hace 1 semana
Metepec, México Puma A tiempo completoBuscamos un gerente de tienda experimentado para liderar nuestro equipo en Galerías Metepec. Sobre la función:Responsable de asegurar que nuestra tienda alcance o exceda las ventas, KPIs y metas de rentabilidad a través de planeación a corto o largo plazo, control de gastos, ventas y servicio.Garantizar consistentemente altos estándares de experiencia...
-
Operations Manager for Retail Accounts
hace 1 mes
Metepec, México Citi A tiempo completoThe Operations Manager for Retail Accounts is an intermediate management level position responsible for providing full leadership and direction to a team of employees in an effort to provide operations support services in coordination with the Operations - Core team. The overall objective of this role is to ensure the seamless delivery of operations support...
-
Manager Back Office Sucursales
hace 6 meses
Metepec, México Citi A tiempo completoThe Ops Sup Manager is an intermediate management level position responsible for providing full leadership and direction to a team of employees in an effort to provide operations support services in coordination with the Operations - Core team. The overall objective of this role is to ensure the seamless delivery of operations support services in alignment...
-
Cash Management Sales Officer
hace 2 semanas
Metepec, México Citi A tiempo completoThe Emerging Corp Relationship Manager is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the...
-
Supervisor Senior de Calidad
hace 5 meses
Metepec, México Citi A tiempo completo**Responsibilities**: - Supervises a medium size team that either handles escalation calls, performs call monitoring/scoring for an area (typically up to 25). - Evaluates and resolves exceptional/unusual situations. - Deals with variable quality issues with potentially broader business impact. - Evaluates subordinates' performance and makes recommendations...
-
Subdirector Hipotecario División Centro
hace 3 meses
Metepec, México Citi A tiempo completoThe Field Sales Area Manager is a senior professional position responsible for providing full leadership and direction to a team of employees in an effort to execute against key portfolio strategies in coordination with the Consumer Sales team. The overall objective of this role is to ensure the seamless delivery of support services to Citi clients and to...
-
Shared Services Support
hace 5 meses
Metepec, México Citi A tiempo completoThe Ops Sup Sr. Manager is a senior management level position responsible for accomplishing results through the management of a team or department in an effort to provide operations support services in coordination with the Operations - Core team. The overall objective of this role is to ensure the seamless delivery of operations support services in...
-
Gerente Senior, Ingeniero(a) de Software
hace 3 meses
METEPEC, México Capital One A tiempo completoWeWork Reforma Latino (97001), Mexico, Ciudad de Mexico, Ciudad de MexicoDirector Software EngineeringCapital One is seeking a Director of Software Engineering to lead, manage, mentor, and build extremely talented software engineering teams to deliver game changing technologies. The. Director must have the ability to attract and recruit the industry’s...
-
Supervisor de Hibridos de Collections
hace 5 meses
Metepec, México Citi A tiempo completoThe Ops Sup Sr. Supervisor is an intermediate management level position responsible for providing full leadership and direction to a team of employees in an effort to provide operations support services in coordination with the Operations - Core team. The overall objective of this role is to ensure the seamless delivery of operations support services in...