Role at a glance
- Salary
- Not Disclosed
- Location
- Ciudad De Mexico Distrito Federal Mexico
- Work arrangement
- On-site
- Employment
- Full-time
- Experience
- 1 year of relevant experience
- Education
- High School diploma or equivalent
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Role Summary
Entry-level Ops Support Specialist 3 role providing day-to-day operations support, including record maintenance, storage and retrieval, account maintenance, imaging, and account openings in coordination with the Operations - Core Team. The role serves as liaison between operations staff, relationship managers, project managers, custodians, and clients. Full-time position.
What You'll Do
- Capture information in the Pyme/BEI client system
- Fill out forms for opening Pyme/BEI checking accounts
- Follow up with branch executives on the documentation status of Pyme/BEI clients
- Analyze data by checking whether documents are up to date and consistent with each other
- Validate and receive requests for account openings and client maintenance for the BEI and Pyme segments
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
High school diploma or equivalent and 1 year of relevant experience, with computer, data, and client-service skills.
Required
- 1 year of relevant experience
- High School diploma or equivalent
- Proficient computer and typing skills
- Ability to adapt to new technology quickly and seamlessly
- Clear and concise written and verbal communication skills
- Ability to work with others to complete assigned tasks
- Experience capturing high volumes of information
- Intermediate Excel
Original job description
Content provided by the employer
Original job description
Content provided by the employer
The Ops Support Specialist 3 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. Additionally, the Ops Support Specialist 3 serves as the liaison between operations staff, relationship managers, project managers, custodians and clients. The overall objective of this role is to provide day-to-day operations support in alignment with Citi operations support infrastructure and processes.
Responsibilities:
- Document processes in an accurate and detailed manner and follow established procedures to complete complex assignments
- Identify process gaps requiring escalation, offering potential solutions
- Assist with inventory management and workflow needs as dictated through risk priority and service level
- Support a range of products and services
- Analyze problems and formulate solutions through research and investigation
- Navigate, test and execute moderately complex databases, spreadsheets, and systems
- Ensure accurate and timely account handling
- Assist in activities that help reduce organizational impact and/or loss
- 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:
- 1 year of relevant experience
- Proficient computer and typing skills
- Ability to adapt to new technology quickly and seamlessly
- Consistently demonstrates clear and concise written and verbal communication skills
- Ability to work with others to complete assigned tasks
Education:
- High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Funciones
- Captura de informacion en sistema de clientes del Área Pyme/BEI
- Llenado de formatos para la alta de cuenta de cheques pyme/ BEI
- Seguimiento con ejecutivos de sucursal, sobre el estatus de documentacion de clientes Pyme/ BEI
- Analisis de datos (revisar si los documentos se encuentran actualizados y coinciden entre si)
- Validacion y Recepcion de solicitudes para apertura de cuentas y mantenimientos de clientes del segmento de Bei y Pyme
Requisitos
- Experiencia en captura de volumenes altos de informacion
- Excel intermedio
- Analisis de detalles
- Experiencia en ánalisis de datos
- Experiencia en atención a clientes internos
Zona de trabajo
- Tecno Parque/ Azcaptozalco/ Moras Benito Juarez
- Disponibilidad para rolar horarios de 9 a 6 pm y de 10:30 am a 7:30 pm
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Job Family Group:
Operations - Core------------------------------------------------------
Job Family:
Operations Support------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
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.
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View Citi’s EEO Policy Statement and the Know Your Rights poster.
About the company
Citi
Large Enterprise
Citi is a global financial services corporation that offers a wide range of financial products and services, including consumer banking, credit, investment banking, and wealth management. With a presence in nearly 100 countries, Citi serves millions of customers, from individuals and small businesses to large corporations and governments. The company is dedicated to innovation and sustainability, actively working to support economic growth while addressing environmental and social challenges. Citi’s commitment to providing exceptional service and fostering diverse talent makes it a prominent choice for students aspiring to build a career in finance and banking.