Banamex - Analista de Ventanilla Fiduciario

The Ops Support Associate 2 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 Associate 2 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:

• Identify, analyze, and solve key issues of assigned area and deliver supporting documents to corresponding areas
• Assist with the management of various reports, including business reporting, monthly operating report, and business scorecard and provide constant and clear communication regarding local policies and processes
• Assist in the execution and monitoring of processes and data, ensuring efficiency and client satisfaction
• Organize, develop, and maintain Continuity of Business, Resolution planning and Business Review Templates
• Administer and maintain applications for the generation of Dashboards indicators in the effectiveness of processes
• Monitor requirements related to compliance with Corporate Policies
• Monitor and implement corrective actions derived from MCA reviews and other control entities
• Conduct administration activities for collections, including maintaining applications, providing support to collections administration systems and implementing global and local projects in the collection process
• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
• 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
• Proficient in Microsoft Office
• Consistently demonstrates clear and concise written and verbal communication skills
• Ability to work in fast pace and changing environment
• Ability to analyze data and solve problems
• Proven organizational and time management skills

Education:

• Bachelor’s degree/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 año en atención a clientes y manejo de documentación.

Preferencial: Conocimientos básicos de Fideicomisos

Conocimientos

• Uso de paquetería office (Excel, PDF, Outlook , etc.)
• Licenciatura terminada

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

• 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

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Job Family Group:

Operations - Core

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Job Family:

Operations Support

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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.

 

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