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Trade Product Specialist

hace 2 semanas


San Francisco, Heredia, Costa Rica Citi A tiempo completo

Job Overview

The complexity of the current business environment requires individuals with expertise in predicting trends, analyzing portfolios, and adopting new techniques to manage risks effectively. This role is critical in merging cluster initiatives with global priorities, ensuring soundness of contingent and direct exposure portfolios, and participating in technology transformation projects.

Key Responsibilities:

  • Exceed CCA Core Trade Plan in all P&L lines (revenues, expenses, assets, contingent exposures)
  • Monitor soundness of contingent and direct exposure portfolios (returns, aging, past due obligations, etc.)
  • Participate actively in any global/regional technology transformation project
  • Assist on internal and external audits
  • Determine benchmarks against our competitors (product offerings, pricing, etc.) and take actions presenting alternatives/solutions to be at pair or ahead of them
  • Rollout of new solutions across CCA clusters (SIRR, NAC, etc.)
  • Responsible for the product controls and process monitoring

Additional Responsibilities:

  • Assist Sales teams with Client calls, Regional Deal Review (RDR) and Transaction Approval Checklist (TAC) approvals
  • Assist regional team to develop marketing material for CT solutions
  • Provide regular trainings to Clients, Bankers, TTS Sales and Ops
  • Coordinate and discuss IT budget with Latam CT pillar head
  • Able to travel to CCA countries when necessary for peer reviews and/or client meetings
  • Coordinate Digital CT efforts/initiatives with CCA TTS Digital team (ie Docusign adoption and metrics)

Requirements:

  • SUCCESSFUL track record managing large and multi-country business with P&L experience
  • 5y+ experience in Product Management, Sales or Ops organization (preferably in Trade business)
  • Digital banking experience
  • Deep knowledge in Credit Risk, Taxes and Accounting matters
  • Experience on selling down portfolios/transactions under existing programs