Banamex/ Ejecutivo Telefonico/ Validacion de Información

The Cash and Trade Proc Rep is an entry level role responsible for reviewing and performing simple transactions in coordination with the Transaction Services team. The overall objective is to ensure transactions are processed in a timely and accurate manner.

Responsibilities:

• Serve as the checker role for transactions and adhere to all required procedures and controls
• Provide assistance for all moderately complex operational processes as needed
• Participate in system and client testing
• Assist in training team members
• Assist with special reports and projects 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:

• 2-5 years of relevant experience
• Basic experience in cash management processing and transaction services

Education:

• Bachelor’s/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.

Funciones

• Verificación y seguimiento de trámites vía telefónica con clientes de Banca Patrimonial.
• Verificación y confirmación telefónica de transacciones de efectivo y valores con clientes de Casa de Bolsa.
• Elaboración y revisión de bases de datos
• Llamadas de Servicio
• Validación de Documentos

Requisitos

• Experiencia requerida o conocimientos específicos:
• Manejo de paquetería Microsoft Office, nivel Intermedio
• •Análisis de información sensitiva (datos sensitivos)
• Conocimiento en sistemas operativos bancarios (en particular transacciones, trámites relacionados al ABC de Contratos) –deseable, no indispensable
• •Manejo de bases de datos
• Dominio del idioma inglés para la atención de clientes de habla extranjera –deseable, no indispensable

Requisitos indispensables:

• • Experiencia en Llamadas y atención a clientes
• • Validación de datos

Habilidades Técnicas / Competencias:

• Comunicación clara y fluida (verbal y escrita)
• • Excelente actitud de servicio
• • Perfil analítico, colaborador y enfocado a resolver problemas identificados en el negocio
• • Tolerancia a la frustración
• • Orientación a resultados
• • Aptitud para trabajar en equipo
• • Adaptación al cambio
• • Trabajo bajo presión y manejo de conflictos
• • Capacidad para toma de decisiones
• • Proactivo
• • Habilidades de negociación

Zona de Trabajo/ Revolución/ Alvaro Obregon

Lunes a Viernes 9 a 6 

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