BANAMEX Cash and Trade Proc Rep C08
hace 1 día
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Job OverviewThe Cash and Trade Proc Rep is an entry level role responsible for reviewing and performing simple transactions in coordination with the Transaction Services team. The overall objective is to ensure transactions are processed in a timely and accurate manner.
Responsibilities:
- Serve as the checker role for transactions and adhere to all required procedures and controls
- Provide assistance for all moderately complex operational processes as needed
- Participate in system and client testing
- Assist in training team members
- Assist with special reports and projects as needed
- 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.
Qualifications:
- 2-5 years of relevant experience
- Basic experience in cash management processing and transaction services
Education:
- Bachelor's/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.
- Experiencia requerida
1 años en atención a clientes y manejo de documentación.
Preferencial: Conocimientos básicos de Fideicomisos
- Conocimientos
Uso de paquetería office (Excel, PDF, Outlook , etc.)
- Objetivo del puesto
El objetivo del puesto es brindar atención a clientes externos e internos en la recepción de documentación e instrucciones a través de la Ventanilla de la Operación Fiduciaria por sus diferentes canales de recepción, generación de registros y control de la entrada y salida de documentos en apego al cumplimiento de los procesos y la infraestructura de apoyo de operaciones de Banamex.
Debe tener una buena comprensión del modo en que interactúa con otros equipos, ya que brinda soporte a varias áreas.
- Objetivo del área
Mantener en un ambiente adecuado de control la gestión de la documentación e instrucciones recibidas desde Ventanilla en el menor tiempo posible y ofreciendo una experiencia única a los clientes internos y externos.
Funciones principales del Puesto
Este puesto gestionará la documentación e instrucciones recibidas en la Ventanilla de la Operación Fiduciaria, al mismo tiempo, proporcionará apoyo a distintas tareas relacionadas con el negocio fiduciario.
Interacción con otras áreas en torno a la atención de los clientes del segmento fiduciario.
Seguir los procedimientos establecidos para identificar y resolver problemas en relación con las actividades del BAU, apegándose en todo momento a las líneas de control vigentes en el área.
Minimizar el riesgo para el banco a través del cumplimiento de sus actividades en concordancia con los procedimientos y controles.
Habilidades técnicas / Competencias que debe tener el Candidato
Excelentes habilidades para trabajo en equipo.
- Habilidades para transmitir conocimientos específicos de forma práctica y estructurada
- Excelentes habilidades interpersonales de relacionamiento con personal de todos los niveles de una organización.
- Excelentes habilidades de comunicación oral y escrita para la creación y presentación de documentos de trabajo y entregables.
- Atención de problemas de manera inmediata (sentido de urgencia)
- Capacidad de análisis
- Trabajo bajo presión
Orientación a cumplimiento de objetivos
Lugar de Trabajo (Domicilio Laboral)
Moras 850, Col Acacias
- Observaciones Especiales
Trabajo de Lunes a viernes con horario de 8:30 am a 5:30 pm
Descanso Sábados y Domingos
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Job Family Group:
Operations - Transaction Services
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Job Family:
Cash Management
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Time Type:
Full time
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
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