Business Development Officer - 10

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Job Overview

The Client Mgmt Analyst2 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:

• Coordinate and monitor the process of onboarding and periodic maintenance of the clients within the assigned portfolio.

• Main point of contact with the client's operating areas becoming the interface between the client and the Bank to ensure that the promise of value offered during the sales process is fully complied with.

• Coordinate the timely execution of the sub processes that are part of the process of onboarding, maintenance and setting of new products with the different executing areas of Citi in the different geographies.

• Coordinate the opening of product packages.

• Execute the process of opening corporate products for clients within the portfolio.
• Provide advice to the client in the processes of opening and maintenance as well as in the execution of transactions.
• Ensure that the agreed operations are correctly processed in time and without documentary risks for the bank.
• Coordinate with CRMS changes in the lines according to the RM guidelines.
• Coordinate the process of maintenance of signatures, demographic changes, update of powers and update of profiles at the request of the clients.
• Coordinate the processes of delivery and implementation of new products to clients within the portfolio.
• Coordinate of the exceptions in the processes of opening and processing of manual and semi-manual transactions until their resolution.
• Coordinate the investigation of exceptional events to determine the root cause and propose solutions.
• Keep all the information of your clients updated in the Contact Database.
• Communication with the Citi Service Centers (CSC) for the fulfillment of the standards of service by customer and product.
• Maintain and improve customer satisfaction within the portfolio measured through the Voice of the Client Survey
• Ensure a high level of satisfaction in the opening and maintenance processes of products measured through individual service surveys.
• Maintain and improve the VOP (Voice of Process).
• Meet the requirements of local and corporate audits.
• Advise the client personally and telephonically in the consultations of their operations, documentation, and refer it properly to the support areas when applicable.
• Coordinate the operations with: 1. Doc Officers, Legal Doc Officer, Legal for the elaboration of the necessary contracts. 2. With the areas of Products, Treasury, Risk Management and Financial Control in case the operation requires it.
• Coordinate disbursements with relevant approvers: verify with CRMS the entry of lines, reallocations, verify the conformity of the guarantees and other requirements of the line. Provide exceptions to the risk area prior to execution.
• Regularize documentary exceptions to eliminate documentary risk by contacting client.
• Any other duties as assigned.

Qualifications:

• Excellent Analytical skills. Excellent problem-solving skills.
• 2 years Customer Service experience preferred

Education:

• Bachelors/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.

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Job Family Group:

Customer Service

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Job Family:

Institutional Client Management

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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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