Banker
the banker is a senior level professional responsible for driving the planning of investment strategies and solutions for major market clients in coordination with the institutional banking team. The overall objective of this role is to drive revenue by cross selling the citi platform while efficiently deploying the firm’s capital and evaluating and managing risk.
Responsibilities
partner with senior bankers to provide overall relationship management support
assist with day‑to‑day cash management activities, trading initiatives, vendor finance, foreign exchange, loan activity, debt capital markets efforts, share repurchase and interest‑rate/equity derivatives
support bankers in cross‑selling the full spectrum of products and services by identifying customer needs to generate revenue
responsible for evaluating public filings, research reports, operations, business plans, and financial forecasts to produce strategic and financial analyses
responsible for staying abreast of market and industry trends, best practices and competitive landscape
qualifications
6-10 years of experience
sound understanding of the corporate banking business and its related products, pertinent regulations affecting it, and the lending and credit approval process
consistently demonstrates clear and concise written and verbal communication skills
strong planning, negotiation, organizational and analytical skills
experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products
fluent in english
education
bachelor’s/university degree, master’s degree preferred
job family group: institutional banking
job family: corporate banking
time type: full time
view citi’s eeo policy statement and the know your rights poster.
Banamex ops support specialist ciudad de mexico
the ops support specialist 5 is an entry‑level position responsible for providing operations support services, including but not limited to record/documentation maintenance, storage & retrieval of records, account maintenance, imaging and the opening of accounts in coordination with the operations‑core team. The role also serves as the liaison between operations staff, relationship managers, project managers, custodians and clients to provide day‑to‑day operations support in alignment with citi operations support infrastructure and processes.
Responsibilities
resolve customer inquiries and supervise escalated issues, providing efficient and effective customer service to citi’s clients
identify opportunities to offer value‑added products and services while adhering to strict laws and regulations governing telesales
communicate daily with management on productivity, quality, availability, mis indicators, and provide written and oral communication to supported business areas for approval of correct financial entries and resolution of incorrect entries
facilitate training based on needs of staff within the department and assist with answering staff questions within disputes, as needed
support expansive and diverse array of products and services
assist with ongoing lean and process improvement projects
resolve complex problems based on best practice/precedence, escalating 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
2-4 years of relevant experience
proficient in microsoft office
comprehensive knowledge of dispute process
ability to work unsupervised and apply problem‑solve capabilities
ability to work occasional weekends to support pega releases and cob testing
working knowledge of pega and/or g36 functionality, continuity of business testing, and creating and resolving trust receipts (trs)
demonstrated analytical skills
consistently demonstrates clear and concise written and verbal communication skills
education
high school diploma or equivalent
job family group: operations - core
job family: operations support
time type: full time
view citi’s eeo policy statement and the know your rights poster.
Air import operations specialist
ensuring the proper and timely billing of freight, while providing an exceptional customer service within the air import department.
Responsibilities
timely and accurate billing and accounting: invoices customers the expected charges timely and accurately and according to expeditors and customer requirements; proper provisions and service provider charges to avoid reserves; follows proper credit approval processes to minimize risk and protect the company
timely and accurate data entry: ensure accurate and timely data entry into operational systems according to expeditors’ operational procedures and customer requirements; monitors exception reports for quick data integrity resolution
timely and accurate shipment processing: ensures smooth and timely freight process flow according to expeditors’ operational procedures; follows customer’s standard operating procedures and proactively notifies customers of any issues; consistently meets kpi standards
ensure smooth and timely air import process flow
ensure accurate and timely client billing
understand all the elements of the import dlsop (desk level standard operating procedure) and correctly interpret this information to fulfill customers’ instructions and expectations
ensure accurate and timely data entry into the operating system
track and trace air import files
verify documents received for air import purposes are compliant and correct
always ensure compliance to regulations: internal policies and procedures such as operational process standards (ops) and external government regulations or customer policies / requirements
understand department process flow, constantly looking for areas of improved efficiency
oversees communication, timely responses to emails and requests (internal and external)
escalation of problems to management when necessary
meets company standards of 52 hours training per year per employee
attend training classes when required
complete mandatory training when required
promote compliance in diligently following all company policies and regulations and performing the task at hand with outstanding integrity and pride
adhere to the company's 10 cultural attributes: appearance, attitude, confidence, curiosity, excellence, integrity, pride, resolute, sense of humor, and visionary
adhere to the company's core competencies
knowledge & skills
good knowledge of air import processes and system essential
understanding of air documentation process
general knowledge of air, road and ocean transport
basic accounting knowledge
6 months to 1 year related experience and/or training; or equivalent combination of education and experience
effective interpersonal skills, including proven abilities to listen, comprehend, effectively communicate clearly and concisely to obtain positive results
pro‑active, strong organizational skills
good computer skills (excel, word, powerpoint)
advanced english
fluent in spanish
expeditors offers excellent benefits:
competitive salary
benefits above the law
life insurance
insurance of major medical expenses
employee stock purchase plan
training and personnel development program
all your information will be kept confidential according to eeo guidelines.
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