Citi Service Assistant- Corporate Banking in Miguel Hidalgo, Mexico

  • Primary Location: Mexico,Distrito Federal,Miguel Hidalgo

  • Education: Other

  • Job Function: Sales

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 16075412


Job Purpose:

The candidate will analyze, operate and administer the customer credit portfolio, onboarding, ensuring delivery of products and services for Corporate and Investment Banking customers Job Background/context:

The Corporate and Investment Banking team is undergoing a complete revamp of the coverage and servicing model that is targeting more focus on key customers, capturing an increased share of the customer business and complete turnaround of the servicing and customer delivery.

Key Responsibilities:

  • Ensure the correct operational execution of credit portfolio, making sure payments, fees, amortizations calculations, credit fees, credit disbursements are done on a timely and accurate basis

  • Maintain tight communication and coordinate with customers and Bankers and internal areas to ensure delivery of products and services to customer.

  • Follow-up and escalate onboarding and documentation related issues with the customer

  • Align customer

  • Create reports on the assigned credit portfolio

Development Value:

The ideal candidate will be a critical in the implementation of the new coverage and servicing model, targeting improvement in customer satisfaction and perception, developing customer management skills and potentially moving forward to a team leader



• Customer-service role for at least 3 years

• Experience in the financial services industry

• Know-your-customer processes knowledge is a plus

• Experience in credit management is a plus


• Work under tight deadlines and pressure

• High problem-solving skills

• Attention to detail

• Analysis and Communication skills

• Negotiation skills


• Business Management, Economics, Engineering College degree preferred

• Medium Business English skills


• People management and development

• Business acumen and knowledge