Banamex - 25863010 Analista Divisional Pyme Guadalajara C10

The Sales Support Analyst 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:

• Sales Support Analysts will work with salespeople, client executives and clients to support all aspects of the client and sales lifecycle
• Assist sales by coordinating internally and preparing materials ahead of client meetings, including supporting the development and upkeep of client presentations and marketing materials
• Attend client meetings with salespeople and client executives and document call reports in the appropriate systems
• Assist sales by tracking and helping execute on follow up items from internal and client meetings
• Support sales through the development and execution of client strategy and sales initiatives, including maintenance of associated reports
• Work with sales team members to keep CRM and other internal systems active and accurate
• Series 7 and 63 required
• Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
• Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
• Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation.
• Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
• 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 experience
• Knowledge of client onboarding procedures (KYC requirements, OFAC, etc.)
• Use of Client Relationship Management (CRM) system
• Demonstrated interpersonal skills related to client interaction, and internal team interactions
• Proficient with Microsoft Excel, Word, PowerPoint

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.

Dominio de Excel y Power Point

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