Banamex Head of Staff BEI

The Sales Support Sr Manager accomplishes results through the management of professional team(s) and department(s). Integrates subject matter and industry expertise within a defined area. Contributes to standards around which others will operate. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function. Requires basic commercial awareness. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Has responsibility for volume, quality, timeliness and delivery of end results of an area. May have responsibility for planning, budgeting and policy formulation within area of expertise. Involved in short‑term planning resource planning. Full management responsibility of a team, which may include management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations and may include budget approval.

Responsibilities

• Monitors and ensures accurate execution for sales and client requests to the team.
• Participates in initiatives to improve client and account management process.
• Maintains MIS to track end‑to‑end process for tracking turnaround times of deliverables from team.
• Assists in client onboarding and monitors smooth process for account opening, documentation and ensures all required documents are well collected, verified, stored and provides clients with feedback on onboarding status.
• Provides guidance in the role of subject matter expert in the areas of account opening, tax and local market documentation to both Citi staff and external clients.
• Works with Account Control team to ensure regulatory reviews of all clients are performed.
• Partners with Credit Risk Officers to ensure that all client review materials are in place and completed.
• Ensures service engagement is a satisfying experience for clients through ensuring sincere, timely and effective completion of client’s service requests.
• Effectively manages risk and fosters an environment that is knowledgeable about risk, abides by risk guidelines & controls.
• Collaborates with your other regional counterparts to achieve a global, regional or product consistent framework for the services provided.
• Leads process improvement through innovation and transformation projects.
• Appropriately assesses 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, as well as effectively supervising the activity of others and creating accountability with those who fail to maintain these standards.

Qualifications

• Bachelor’s Degree or equivalent financial services experience with 5+ years managerial/sales supervisory experience.

Education

• Bachelor’s degree, potentially master’s degree.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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