Banamex Analista Comercial PyME

Posted 3 Days Ago
Be an Early Applicant
Ciudad de México, Cuauhtémoc, Ciudad de México, MEX
In-Office
Mid level
Fintech • Financial Services
The Role
Provides day-to-day operations support, including account maintenance, records management, account opening, data analysis, and operational studies. Partners with relationship managers, project managers, operations teams, custodians, and clients. Supports process improvement and feasibility analysis, resolves complex issues, assists with operational projects, trains junior staff, and independently manages priorities while ensuring compliance and risk controls.
Summary Generated by Built In

The Ops Sup Intermed Analyst is an intermediate 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 Sup Intermed Analyst 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:

  • Perform financial, statistical, and operational studies using analytical skills and knowledge of data analysis tools and methodologies
  • Interpret data and results based on the analysis of information and application of professional judgement
  • Apply project management to assist operational projects as assigned
  • Perform feasibility analysis for significant process changes and partner with business teams to develop process improvements and solutions that help to streamline the operational workflow
  • Resolve varied and complex issues using professional judgment, discretion, and business expertise
  • Provide informal guidance and training to new and lower level team members, as needed
  • Has the ability to operate with a limited level of direct supervision.
  • Can exercise independence of judgement and autonomy.
  • Acts as SME to senior stakeholders and /or other team members.
  • 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
  • High level knowledge of related to industry standards and practices
  • Ability to work unsupervised and adjust priorities quickly as circumstances dictate
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Self-motivated and detail oriented
  • Proven organization and time management skills
  • Demonstrated problem-solving and decision-making skills
  • Required Licensing/Registration: Series 7, Series 9, Series 10, Series 63,

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.

Requerimientos

  • Experiencia desempeñando roles en segmento Pyme (asesor, ejecutivo, gerente)
  • Dominio demostrado (intermedio-avanzado) de excel y power point

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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.

 

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.

Skills Required

  • 2-5 years of relevant experience
  • Proficiency in Microsoft Office
  • Intermediate to advanced demonstrated proficiency in Excel and PowerPoint
  • High-level knowledge of relevant industry standards and practices
  • Experience in the small and medium-sized business segment, such as advisor, executive, or manager roles
  • Ability to work unsupervised and adjust priorities quickly
  • Clear and concise written and verbal communication skills
  • Self-motivated and detail-oriented
  • Organization and time-management skills
  • Problem-solving and decision-making skills
  • Series 7, Series 9, Series 10, and Series 63 licenses or registrations
  • Bachelor's degree or equivalent experience

Citi Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citi and has not been reviewed or approved by Citi.

  • Healthcare Strength Benefits coverage is positioned as comprehensive, including health, dental, and vision insurance plus on-site clinics, prescription drug support, and disability coverage. Family-building support such as fertility assistance is described as a notable differentiator within the overall package.
  • Retirement Support Retirement benefits are framed as strong, highlighted by a 401(k) with matching and additional plan options like a Roth 401(k). Financial support is reinforced through discounts and broader financial guidance resources tied to the benefits ecosystem.
  • Wellbeing & Lifestyle Benefits Wellbeing support extends beyond insurance through programs like an Employee Assistance Program, counseling/legal resources, and gym or wellness reimbursement. These offerings increase the perceived total rewards value even when cash compensation sentiment varies by role.

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The Company
HQ: Kwun Tong, Kowloon
223,850 Employees

What We Do

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.

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