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Service Officer - Banca Patrimonial (CDMX)
Service Officer - Banca Patrimonial (CDMX)-September 2024
Ciudad De Mexico
Sep 9, 2025
About Service Officer - Banca Patrimonial (CDMX)

  The Sales Support Analyst 2 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

  Responsibilities:

  Provide day-to-day client servicing, handle and provide timely resolution to client issues.

  Validates client data and documentation in relevant systems.

  Takes the lead to coordinate and follow-up across internal departments to solve client needs.

  Provides feedback to client related to emerging product needs, competitive practice and ideas on process/product improvement.

  Analyzes client data and provides reporting 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:

  0-2 years relevant experienceEducation:

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

  Brindar Asesoría y Seguimiento Post venta en lo relacionado a productos bancarios de Patrimonia y Privada.

  Atención directa a Banqueros

  Lic. terminada

  Experiencia banca comercial y procesos bancarios

  Conocimiento en sistemas del banco

  Job Family Group:

  Commercial and Business Sales

  Job Family:

  Commercial Sales Support

  Time Type:

  Full time

  Citi is an equal opportunity and affirmative action employer.

  Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

  Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .

  View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

  View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo_aa_policy.pdf) .

  View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf)

  Citi is an equal opportunity and affirmative action employer.

  Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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