Total 10 job vacancies by 09501 Citibanamex Seguros, S.A. de C.V., Integrante del Grupo Financiero Citibanamex

The Reconciliation Specialist performs relatively complex assignments. Has direct impact on the business by ensuring the quality of the tasks or services provided. Works under little to no direct supervision. May service an expansive and/or diverse array of products/services. Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives. Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function. Ensures the quality and service of self and others. May recommend new options to enhance productivity in accordance with guidelines. Requires tact and diplomacy when exchanging complex or sensitive information with others. Is sensitive to audience diversity. Basic knowledge of the organization, the business and its policies required. Typically responsible for resolving basic to moderately complex problems based on practice and precedence. Able to assess applicability of similar experiences and evaluate options under circumstances not covered by procedures.

Responsibilities:

• Responsible for reconciliation and exception management process across areas such as General Ledger, Assets, Cash and Securities.
• Performs complex and varied reconciliation assignments including interbank reconciliations and collation of proofs.
• Works under limited supervision but may mentor junior specialists.
• May support an expansive array of products/services.
• Demonstrates technical/administrative expertise.
• Applies specialized functional area skills and basic knowledge including underlying professional/technical principles or standards, which are well defined.
• Understands how duties relate with others in the team/unit and how the unit integrates with others in accomplishing the work of the function.
• 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:

• 2-4 years relevant experience

Education:

• High School diploma or equivalent

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

Especialista de Contabilidad y Reconciliaciones – C05

Descripción del puesto:

Es necesario conocimiento en contabilidad, autogestión, conocimiento revisiones contables y procesos de Auditoría. Análisis de consistencia en la información, análisis de la integración  contable y operativa de interpretación de resultados utilizando la experiencia y conocimiento especializado en Contabilidad.

Principales actividades

* Ayudar y resolver consultas de clientes y supervisar temas derivados, brindar servicio de atención al cliente para los temas de contabilidad y reconciliaciones de manera eficiente y efectiva.

* Comunicarse frecuentemente con la gerencia sobre la productividad, la calidad, la disponibilidad de la información

Especialista de Contabilidad y Reconciliaciones – C05

Descripción del puesto:

Es necesario conocimiento en contabilidad, autogestión, conocimiento revisiones contables y procesos de Auditoría. Análisis de consistencia en la información, análisis de la integración  contable y operativa de interpretación de resultados utilizando la experiencia y conocimiento especializado en Contabilidad.

Principales actividades

* Ayudar y resolver consultas de clientes y supervisar temas derivados, brindar servicio de atención al cliente para los temas de contabilidad y reconciliaciones de manera eficiente y efectiva.

* Comunicarse frecuentemente con la gerencia sobre la productividad, la calidad, la disponibilidad de la información operativa para dar seguimiento a cada una de las cuentas contables a su cargo. Brindar comunicaciones escritas y verbales para las áreas operativas correspondientes, para gestionar la resolución de inconsistencias de información y conciliación de partidas contables a su cargo.

* Ayudar resolver problemas según las mejores prácticas/precedencia, y redirigir según sea necesario para lograr el objetivo del área.

* Ayudar con los proyectos de mejora de procesos y de Lean en curso, así como en la documentación de los procesos del área y pruebas que se requieran.

* Ayudar con  las validaciones, conciliaciones, integraciones y controles diarios y mensuales; así como, los indicadores según el sistema y cuentas contables asignadas por ramo, sub-ramo y moneda, considerando la depuración de partidas de cada cuenta.

* Entrega de los insumos y/o cierre contable a áreas técnicas, envió de información para las diferentes áreas de Control, contraloría y Costa Rica; así como las explicaciones necesarias a cada área en caso de requerir aclaraciones/correcciones

Excel Intermedio (tablas dinámicas, análisis de bases de datos, etc.)

Conocimiento en contabilidad

Revisiones contables

Licenciatura Económico - Administrativa: Pasante

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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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

The Ops Support Specialist 5 is an entry-level position responsible for providing operations support services, including but not limited to; record/documentation maintenance, storage & retrieval of records, account maintenance, imaging and the opening of accounts in coordination with the Operations - Core Team. Additionally, the Ops Support Specialist 5 serves as the liaison between operations staff, relationship managers, project managers, custodians and clients. The overall objective of this role is to provide day-to-day operations support in alignment with Citi operations support infrastructure and processes.

Responsibilities:

• Resolve customer inquiries and supervise escalated issues, providing efficient and effective customer service to Citi’s clients
• Identify opportunities to offer value added products and services while adhering to strict laws and regulation governing Telesales
• Communicate daily with management on productivity, quality, availability, Management Information System (MIS) indicators, as well as providing written and oral communications to supported business areas for approval of correct financial entries and resolution of incorrect entries
• Facilitate training based on needs of staff within the department and assist with answering staff questions within Disputes, as needed
• Support expansive and diverse array of products and services
• Assist with ongoing Lean and process improvement projects
• Resolve complex problems based on best practice/precedence, escalating 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:

• 2-4 years of relevant experience
• Proficient in Microsoft Office
• Comprehensive knowledge of Dispute process
• Ability to work unsupervised and apply problem solve capabilities
• Ability to work occasional weekends to support Pega releases and COB testing
• Working knowledge of Pega and/or G36 functionality, Continuity of Business (CoB) testing, and creating and resolving Trust Receipts (TR’s)
• Demonstrated analytical skills and mathematical knowledge
• Consistently demonstrates clear and concise written and verbal communication skills

Education:

• High School diploma or equivalent

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

Experiencia preferentemente en el ramo de vida (emisión, suscripción, selección de riesgos, dictamen).

Escolaridad Licenciatura administrativa concluida o trunca

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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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

The Ops Sup Analyst 1 is an entry-level position responsible for providing operations support services, including but not limited to; record/documentation maintenance, storage & retrieval of records, account maintenance, imaging and the opening of accounts in coordination with the Operations - Core Team. Additionally, the Ops Sup Analyst 1 serves as the liaison between operations staff, relationship managers, project managers, custodians and clients. The overall objective of this role is to provide day-to-day operations support in alignment with Citi operations support infrastructure and processes.

Responsibilities:

• Perform business analysis and documentation of the current and future state of Client Reports and Advices (client communication letters, notices, and confirms)
• Provide regular status updates for all project participants and create presentations for steering committee updates
• Work with various Legal & Compliance teams to obtain sign-off on all regulatory business requirements
• Serve as primary liaison between the key business stakeholder and technology, including recommending business priorities by advising stakeholders on options, risks, costs, prioritizations, and delivery timelines
• Recommend business priorities by advising stakeholders on options, risks, costs, prioritizations, and delivery timelines
• Create and facilitate training sessions, webcast demos and write User Acceptance Test scripts and business scenarios against specified requirements
• Create, manage and maintain project plans and act as the project manager for all follow ups across various departments
• Work on multiple projects in parallel focusing on continued delivery of regulatory client deliverables, such as legal statements/performance reporting/advices/letters/notices
• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
• 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:

• Previous relevant experience preferred
• Proficient in Microsoft Office
• General knowledge of client reporting across the industry and our competitors
• Working knowledge of SQL environments and database queries
• Proven organization and time management skills
• Demonstrated problem-solving and decision-making skills
• Consistently demonstrates clear and concise written and verbal communication skills

Education:

• Bachelor’s degree/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.

Médico general titulado y con cédula profesional vigente con experiencia preferentemente en el área médica de seguros, específicamente seguros de vida.

Manejo intermedio de paquetería office.

Idioma Inglés Básico- Intermedio

Habilidades de interpretación de documentación médica y administrativa relacionada a expediente clínico.

Proactivo y con capacidad de resolución de problemas con base en conocimientos médicos.

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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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

The IT Project Senior Manager accomplishes results through the management of professional team(s) and department(s). Integrates subject matter and industry expertise within a defined area. Contributes to standards around which others will operate. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function. Requires basic commercial awareness. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Has responsibility for volume, quality, timeliness and delivery of end results of an area. May have responsibility for planning, budgeting and policy formulation within area of expertise. Involved in short-term planning resource planning. Full management responsibility of a team, which may include management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations and may include budget approval.

Responsibilities:

• Oversees all technology components of diverse, moderately complex IT projects, including project planning, execution, timing, functionality, quality and cost.
• Utilizes expertise and leadership skills to direct staff and to resolve issues to ensure project goals and requirements are met.
• Communicates with end-users to provide timely and accurate information and status updates.
• Has shared responsibility for budget, policy formulation and planning.
• Contributes to formulation of strategies for IT project leadership and other functional areas.
• Evaluates subordinates' performance and makes decisions on pay increases, hiring, terminations and other personnel actions.
• Applies in-depth understanding of concepts and procedures within own area and basic knowledge of other areas to resolve issues that have impact beyond own area.
• Demonstrates a comprehensive understanding of how areas of IT project leadership collectively integrate to contribute to achieving business goals.
• Provides evaluative judgment based on analysis of factual information in complicated and unique situations.
• Directly impacts the IT project leadership area through responsibility for delivery of end results and shared responsibility for budget management; accountable for resource planning.
• Ensures essential procedures are followed and contributes to defining standards.
• Persuades and influences others through communication and diplomacy skills; may negotiate with external parties.
• 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 6-10 years experience in a related technology role with commensurate people management experience

Education:

• Bachelor’s/University degree or equivalent experience, potentially Masters degree

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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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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

The Digital PM Intmd Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the sub function/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities:

• Plays a role in developing and managing the implementation of digital product suite for new and existing customers across businesses
• Works across multiple lines of business to deliver value added enhancement to the customer engagement platforms
• Enhance customer experience across online and offline assets through testing, personalization and automation of customer journeys
• Performs project management on small to medium scale projects from inception through to delivery
• Supports the product and partner teams in the development of digital tools and all web assets providing guidance on best practice and upcoming market trends/opportunities
• Brings innovations in tools to improve responses and design
• Manages key projects/digital initiatives and deliver positive outcomes in line with business deadlines
• Meet Key Performance Indicators; meet Customer Satisfaction and Net Promotor Score goals
• Supports website, innovating to deliver a remarkable customer experience, drive conversion and better engagement with the brand and products
• Track and manage production issues and work with relevant technology and local teams to expedite solutions
• Participates in monthly releases and performs business sanity testing
• Provide Subject Matter Expertise and direction for insights gained from experience on digital product project delivery
• Attend digital industry events and courses to remain up to date with industry trends and innovation; share relevant learnings and opportunities with the digital community
• Develop and deliver world class digital program and functionality delivery
• Prepare consistent and uniform reporting outputs that provide direction for optimization
• Provide accurate and valuable MIS for key stakeholders to ensure a Digital first approach to all activities
• Work as problem solver for key initiatives across multiple business areas to deliver digital projects
• Leverage local, regional and global relationships to ensure delivery of key projects and initiatives
• Maintain relationships with key stakeholders across the business
• 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 relevant experience
• Excellent numerical/analytical capability
• Consistently demonstrates clear and concise written and verbal communication
• High level of proficiency in Microsoft Office applications
• Ability to think strategically and then execute upon that design
• Proven ability to plan and coordinate

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.

2-3 años de experiencia llevando canales digitales o procesos de canales alterno

Capacidad analítica, mejora de procesos de venta y habilidades de comunicación

Manejo intermedio de excel

Ingles Intermedio

Deseable tener haber tenido alguna certificación (PM, Marketing Digital, etc)

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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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

The IT Project Senior Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

Responsibilities:

• Coordinates activities of the project team, identifies necessary resources and develops schedules to meet completion deadlines.
• Verifies project team adherence to control and risk implementations as well as standards and process changes.
• Determines scope and impact of project risks and issues; raises and resolves issues.
• Applies good understanding of concepts and procedures within own IT project leadership area to resolve issues.
• Demonstrates a comprehensive understanding of how areas of IT project leadership collectively integrate to contribute to achieving business goals.
• Provides evaluative judgment based on analysis of factual information in complicated and unique situations.
• Directly impacts the IT project leadership area through shared responsibility for delivery of end results and contribution to planning, budget management and formulation of procedures; influences resource planning.
• Persuades and influences others through communication and diplomacy skills; may negotiate with external parties.
• 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:

• 5-8 years experience in an IT project leadership role with commensurate people management experience.

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.

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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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

The Collections Team Lead allocates work as a team leader for a small team of clerical/support employees. Delegates and supervises straightforward tasks. Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives. Ensures the quality and service of self and others. Good understanding of procedures and concepts within own technical/subject area. Good understanding of how the team integrates with others in accomplishing the objectives of the area. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to the team. May be involved in allocating and checking the work of others members of the team. May play a mentoring role, coordinating tasks for the team and/or checking on completion and quality of work.

Responsibilities:

• Assist day to day operations of the call center area to ensure smooth work flow and to achieve predetermined goals.
• Assist manager with coaching a team of approx 35-45 representatives in a manner that ensures high quality customer care, focused on building and retaining valuable customer relationships and committed to the delivery of value added products and services. This includes efficient allocation of resources, goal setting, forecasting and flexibility to manage changes.
• Builds effective and strong teams committed to delivering world class customer care and achieving organizational goals.
• Accurately assesses strengths and development needs of employees including timely and specific feedback and performance management. Initiates and develops relationships with others throughout the business unit and the company in order to identify and understand customer and business needs. Create and foster a trusting and engaging work environment.
• Ensure a culture of accountability, integrity and respect.
• Identify and analyze escalated problems and provide guidance to team members for resolution.
• Negotiate solutions and acts as a liaison with internal and external customers when necessary.
• Monitor research and evaluate technological advances in the industry to identify appropriate alternatives for enhancing current department operations.
• Performs other job related duties as assigned.
• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
• 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• Strong communication skills. Solid PC Skills. Ability to make sound business decisions. Strong performance management abilities. Solid leadership skills and ability to direct and motivate staff with integrity and ethics. Interpersonal skills and ability

Education:

• Bachelors degree

Escolaridad:

Licenciatura concluida (Titulado) en áreas/especialidades en: Administración, Economía, Finanzas, Mercadotecnia y/o Contabilidad.

Experiencia:

Mínimo 3 años de experiencia en puesto similar

Mínimo 2 años en área de cobranza/operaciones de Seguros.   

Conocimientos específicos y/o técnicos indispensables:

• Experiencia en atención al cliente y en supervisión.
• Coordinación y Organización de los Ejecutivos de Cobranza.
• Entrenar, asesorar y supervisar a los Ejecutivos de Cobranza.
• Garantizar que se apliquen las políticas de la aseguradora como el modelo de llamada de cobranza.
• Monitorear la productividad diaria del Call Center Cobranza.
• Realizar feedback consistente y preciso.
• Capacitar constantemente al equipo de Call Center Cobranza.
• Generar y fortalecer un buen ambiente y el respeto dentro del grupo de trabajo, siguiendo como base el código de conducta.
• Facilitar cualquier tipo de información necesaria para que el ejecutivo pueda concluir la llamada en una promesa de pago.
• Garantizar que el Ejecutivo de Cobranza cuente con los mejores medios posibles (mobiliario, hardware, software, accesos a sistemas, etc.) para realizar sus tareas.
• Contratar y formar a nuevos Ejecutivos de Cobranza.
• Capacidad para trabajar y gestionar grupos medianos de trabajo.
• Revisar las llamadas de los ejecutivos para determinar si la dictaminación es correcta vs el resultado de la llamada dictaminada.
• Garantizar y/o monitorear que las llamadas cumplan con lo requerido en el modelo de llamada.
• Seguimiento diario de las principales métricas de productividad para el Call Center.
• Reporte y creación de informes sobre toda la actividad que realiza en el Call Center.
• Conocimientos básicos de los procesos operativos de una póliza.
• Resolución de aclaraciones y/o solicitudes recibidas por los diferentes canales.
• Generar una excelente comunicación interna entre las áreas soporte.
• Experiencia indispensable en giro de Seguros: aplicación de primas en depósitos, devoluciones, endosos, siniestros etc.,
• Excel intermedio (cruces de base de datos, formulas, tablas dinámicas).
• Garantizar la correcta aplicación del pago en las cuentas correspondientes.

Habilidades:

• Liderazgo
• Orientación a resultados
• Actitud de servicio
• Personalidad sociable
• Proactividad
• Gusto por el trabajo en equipo
• Buen trato y habilidad de negociación
• Gusto por solución de problemas
• Excelentes capacidades de organización y de gestión del tiempo.
• Atención a los detalles
• Capacidad de análisis
• Tolerancia a la frustración
• Adaptabilidad al cambio
• Compromiso
• Sentido de urgencia
• Apego a normas

Funciones generales:

• Organizar, administrar y liderear adecuadamente a un grupo de ejecutivos de Call Center Cobranza para que puedan trabajar en armonía cumpliendo los objetivos y/o metas indicadas en la estrategia.
• Ayudar en la formulación de objetivos para cada Ejecutivo y como equipo.
• Prever derivaciones y asumir llamadas cuando resulte necesario.
• Formar un equipo de alto desempeño en pos de las metas establecidas.
• Solucionar cualquier duda que tenga el Ejecutivo de Cobranza.
• Responsable de evaluar el trabajo de los Ejecutivos de Cobranza proporcionándoles comentarios para maximizar el rendimiento.
• Crear un clima de trabajo adecuado para tener la menor rotación de personal posible.
• Estar muy pendiente si el Ejecutivo requiere mayor cantidad de datos para resolver dudas del Cliente (servicio rápido y eficaz).
• Gestionar con Recursos Humanos la creación de vacantes para el proceso de reclutamiento, entrevistar y seleccionar al mejor candidato para la posición.
• Trabajar con las llamadas realizadas por los Ejecutivos para entender y/o mejorar las necesidades de los clientes, detectar cualquier posible error y/o desviación en el proceso de cargo y/o aplicación de la cobranza.
• Realizar informes sobre el desempeño de los agentes/ejecutivos y recuperación como la presentación a negocio de las posibles mejoras detectadas por el proceso de voz del cliente.
• Liderar las acciones operativas de cobranza vs otras áreas con la finalidad de superar los estándares de recuperación.
• Asesorar y retroalimentar a los Ejecutivos de Cobranza para el cumplimiento diario de llamadas y contacto con el cliente como el aseguramiento de calidad en dichas llamadas.  

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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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

The Collections Specialist 5 performs relatively complex assignments. Has direct impact on the business by ensuring the quality of the tasks or services provided. Works under little to no direct supervision. May service an expansive and/or diverse array of products/services. Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives. Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function. Ensures the quality and service of self and others. May recommend new options to enhance productivity in accordance with guidelines. Requires tact and diplomacy when exchanging complex or sensitive information with others. Is sensitive to audience diversity. Basic knowledge of the organization, the business and its policies required. Typically responsible for resolving basic to moderately complex problems based on practice and precedence. Able to assess applicability of similar experiences and evaluate options under circumstances not covered by procedures.

Responsibilities:

• Performs Collection Specialist 3 duties plus the following: Uses advanced negotiation skills to resolve escalated calls. Coaches less experienced collectors. Prioritizes workflow, and identifies process improvements by applying technical principles and techniques. Interprets procedures and instructions to choose among alternatives to seek resolution. Works under little to no direct supervision. May support an expansive and or diverse array of products services. Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives; and, impacts the business by ensuring the quality of the tasks or services provided. Understands how assigned duties contribute to the work of the team unit and how the units coordinate their efforts and resources to achieve the objectives of the function.
• Carry out collections management to the client portfolio with outstanding balance in order to regularize the client's debt and mitigate the risk from old credit´s
• Offer the client all the information of their credit and debt via telephone, in order to make effective collection management maintaining the quality standards required
• Update the data of unlocatable customers in arrears, through the CACS system, verifying their information and data history; with the purpose of locating them and being able to carry out collection management.
• Orient the client according to their requirements and needs to other areas: Customer Services, retention, Citiphone
• Comply with the strategies designed for Front End
• Contribute to the monthly productivity standards of the Business.
• Comply with monthly efficiency goals in buckets
• Identify inconsistencies in the Collections systems that affect the products of the clients.
• Offer Negotiation strategies, according to the client's specific situation or route the case to Remedial, or supervisor to offer the client alternative payment according to their condition
• actively participate in the fulfillment of our Shared Responsibilities
• 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:

• 2-4 years of experience in the collection area
• I work under pressure negotiation ease of speech leadership adaptability
• Ability to adjust quickly to changes and reprioritization in the market, client needs or organizational issues while remaining focused

Education:

• High School diploma or equivalent

Escolaridad:

Licenciatura trunca o en curso de las siguientes áreas/especialidades: Administración, Economía, Finanzas, Mercadotecnia y/o Contabilidad.

Experiencia:

Mínimo 2 años de experiencia en puesto similar

Mínimo 2 años en área de cobranza/operaciones de Seguros.   

Conocimientos específicos y/o técnicos indispensables:

• Realizar llamadas telefónicas asignadas de acuerdo con el modelo de llamada proporcionado.
• Administración y registro de todas las llamadas realizadas, dictaminando correctamente (habilidad de captura rápida).
• Gestionar convenios de pagos para disminuir la prima pendiente.
• Realizar trámites de endoso para el cambio de conducto de cobro con la finalidad de aumentar la efectividad de cobranza.
• Cobros en TPV y medios intermedios como cobro en línea.
• Conocimientos básicos de los procesos operativos de una póliza.
• Resolución de aclaraciones recibidas por los diferentes canales
• Dar seguimiento para que el área de Operación CFDI elabore los recibos y/o complementos de pago.
• Conciliación de recibos cobrados contra contabilidad reportada.
• Experiencia indispensable en giro de Seguros: aplicación de primas en depósitos, devoluciones, endosos, siniestros etc,.
• Excel intermedio (cruces de base de datos, formulas, tablas dinámicas).
• Garantizar la correcta aplicación del pago en las cuentas correspondientes.

Habilidades:

• Actitud de servicio
• Personalidad sociable
• Buen trato y negociación con clientes (Indispensable)
• Gusto por solución de problemas
• Trabajo en equipo
• Excelentes capacidades de organización y de gestión del tiempo
• Atención a los detalles
• Capacidad de análisis
• Proactividad
• Tolerancia a la frustración
• Adaptabilidad al cambio
• Trabajo en equipo
• Compromiso
• Orientación a resultados
• Sentido de urgencia
• Apego a normas

Funciones generales:

• Cumplir con las llamadas y contacto con el cliente para que exista una gestión de cobro vs la meta establecida (mensual y diaria).
• Tener el tiempo de conexión mínimo necesario.
• Revisar las métricas KPIS de productividad diariamente para mejorar el resultado.
• Registrar y/o dictaminar el resultado de cada llamada realizada.
• Dar seguimiento a la cartera asignada para revisar promesas de pago y confirmar que ya la póliza ya no se encuentre pendiente de cobro. 
• Realizar conciliaciones contables diarias de las pólizas asignadas y cobradas en cada etapa del proceso.
• Colaborar con otros departamentos/áreas para garantizar la cobranza de la cartera asignada.  

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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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

El Analista Intermedio de Administración de Datos/Información es una función profesional de un empleado en desarrollo. Se ocupa de la mayoría de los problemas de forma independiente y tiene cierta libertad para resolver problemas complejos. Integra conocimientos sólidos del área de especialidad con una comprensión sólida de los estándares y las prácticas de la industria. Tiene buena comprensión del modo en que el equipo y el área interactúan con otros para lograr los objetivos de la subfunción o la categoría del puesto. Aplica un pensamiento analítico y el conocimiento de herramientas y metodologías de análisis de datos. Exige atención al detalle al realizar juicios y hacer recomendaciones en función del análisis de información fáctica. En general, debe lidiar con temas variables con impacto potencial más amplio en los negocios. Aplica su juicio profesional al interpretar datos y resultados. Explica la información de manera sistemática y transmisible. Se requieren habilidades desarrolladas de comunicación y diplomacia para intercambiar información potencialmente compleja/sensible. Genera un impacto moderado pero directo mediante un contacto estrecho con las actividades principales de los negocios. La calidad y puntualidad de servicio suministrado afectarán la eficiencia del equipo propio y de equipos estrechamente relacionados.

Responsabilidades:

• Esta función cubre a los titulares a cargo de diversas actividades de datos, incluida la administración de base de datos, análisis de datos, mantenimiento, calidad de datos y gestión de base de datos o arquitectura de base de datos/ingeniería de diseño.
• Realiza trabajo administrativo u operativo de rutina.
• Realiza acciones cotidianas enfocadas en la administración de procedimientos, análisis y preparación de informes definidos.
• Un titular con mayor nivel jerárquico revisará y verificará el trabajo de la persona con detenimiento y tendrá contacto limitado fuera de su área inmediata.
• Realiza entregas diarias de reportes preacordados y rutinarios, y al mismo tiempo profundiza su conocimiento del contexto más amplio de donde se realiza el trabajo.
• Evaluar adecuadamente el riesgo cuando se toman decisiones comerciales, demostrando una consideración particular por la reputación de la empresa y protegiendo a Citigroup, sus clientes y activos, al impulsar el cumplimiento de las leyes, las reglas y los reglamentos correspondientes, acatando la política, aplicando un juicio ético sólido en relación con el comportamiento personal, la conducta y las prácticas comerciales y escalando, administrando e informando los problemas de control con transparencia

Calificaciones:

• Entre 2 y 5 años de experiencia relevante.
• Capacidad de pensar de forma estratégica y de relacionarse con recursos fuera de su control directo para lograr objetivos.
• Conocimiento de herramientas analíticas (SAS E-miner, Knowledge Seeker, SPSS, etc.).
• Experiencias de aprendizaje con máquinas y datos masivos (R, Python, etc.).

Educación:

• Licenciatura/título universitario o experiencia equivalente.

- Mínimo 2 años de experiencia comprobable en puestos similares

- Necesario licenciatura concluida en carreras matemático financieras o afines

- Necesario conocimiento intermedio en lenguajes de programación (SQL - Python)

- Necesario nivel de ingles intermedio

- Deseable conocimiento en SAS

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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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

El Especialista en Apoyo de Operaciones 5 es un puesto de nivel inicial a cargo de brindar servicios de apoyo de operaciones, incluyendo lo siguiente: mantenimiento de documentación/registros, almacenamiento y obtención de registros, mantenimiento de cuenta, aspecto y apertura de cuentas en coordinación con el equipo central de Operaciones. Además, el Especialista en Apoyo de Operaciones 5 es el enlace entre el personal de operaciones, los gerentes de relaciones, gerentes de proyecto, custodios y clientes. El objetivo general de este rol es brindar apoyo de operaciones cotidianas en cumplimiento de los procesos y la infraestructura de apoyo de operaciones de Citi.

Responsabilidades:

• Resolver consultas de clientes y supervisar temas derivados, brindar servicio de atención al cliente para los clientes de Citi de manera eficiente y efectiva.
• Identificar oportunidades de ofrecer productos y servicios con valor agregado y cumplir al mismo tiempo con las estrictas leyes y normas que rigen las Televentas.
• Comunicarse a diario con la gerencia sobre la productividad, la calidad, la disponibilidad, los indicadores de Sistema de información administrativa (Management Information System, MIS), y brindar comunicaciones escritas y verbales para las áreas comerciales correspondientes, para la aprobación de entradas financieras correctas y la resolución de las entradas incorrectas.
• Facilitar la capacitación según necesidades del personal dentro del departamento y ayudar a responder preguntas del personal dentro de Disputas, según sea necesario.
• Apoyar una amplia y diversa gama de productos o servicios.
• Ayudar con los proyectos de mejora de procesos y de Lean en curso.
• Resolver problemas complejos según las mejores prácticas/precedencia, y redirigir según sea necesario.
• Evaluar adecuadamente el riesgo cuando se toman decisiones comerciales, demostrando una consideración particular por la reputación de la empresa y protegiendo a Citigroup, sus clientes y activos, al impulsar el cumplimiento de las leyes, las reglas y los reglamentos correspondientes, acatando la política, aplicando un juicio ético sólido en relación con el comportamiento personal, la conducta y las prácticas comerciales y escalando, administrando e informando los problemas de control con transparencia

Calificaciones:

• Entre 2 y 4 años de experiencia relevante.
• Dominio de Microsoft Office.
• Conocimiento integral del proceso de Disputa.
• Capacidad para trabajar sin supervisión y aplicar capacidades de resolución de problemas.
• Capacidad para trabajar los fines de semana en ocasiones, para apoyo de pruebas COB y lanzamientos de Pega.
• Conocimiento de trabajo de la funcionalidad de Pega o G36, pruebas de Continuidad del negocio (Continuity of Business, CoB) y creación y resolución de recibos fiduciarios (Trust Receipts, TR).
• Habilidades analíticas y conocimiento matemático demostrables.
• Demuestra de manera constante habilidades de comunicación escrita y verbal clara y concisa.

Educación:

• Diploma de bachillerato o equivalente.

La descripción de este puesto proporciona una revisión de alto nivel de los tipos de trabajos realizados. Se pueden asignar otras obligaciones laborales según sea necesario.

Descripción del puesto:

Es necesario conocimiento en contabilidad, autogestión, conocimiento revisiones contables y procesos de Auditoría. Análisis de consistencia en la información, análisis de la integración  contable y operativa de interpretación de resultados utilizando la experiencia y conocimiento especializado en Contabilidad.

Principales actividades

* Ayudar y resolver consultas de clientes y supervisar temas derivados, brindar servicio de atención al cliente para los temas de contabilidad y reconciliaciones de manera eficiente y efectiva.

* Comunicarse frecuentemente con la gerencia sobre la productividad, la calidad, la disponibilidad de la información operativa para dar seguimiento a cada una de las cuentas contables a su cargo. Brindar comunicaciones escritas y verbales para las áreas operativas correspondientes, para gestionar la resolución de inconsistencias de información y conciliación de partidas contables a su cargo.

* Ayudar resolver problemas según las mejores prácticas/precedencia, y redirigir según sea necesario para lograr el objetivo del área.

* Ayudar con los proyectos de mejora de procesos y de Lean en curso, así como en la documentación de los procesos del área y pruebas que se requieran.

* Ayudar con  las validaciones, conciliaciones, integraciones y controles diarios y mensuales; así como, los indicadores según el sistema y cuentas contables asignadas por ramo, sub-ramo y moneda, considerando la depuración de partidas de cada cuenta.

* Entrega de los insumos y/o cierre contable a áreas técnicas, envió de información para las diferentes áreas de Control, contraloría y Costa Rica; así como las explicaciones necesarias a cada área en caso de requerir aclaraciones/correcciones

Excel Intermedio (tablas dinámicas, análisis de bases de datos, etc.)

Conocimiento en contabilidad

Revisiones contables

Licenciatura Económico - Administrativa: Pasante

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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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting