Soluciones Integrales de Empleo y Reclutamiento , regístrate y encuentra un trabajo ideal

Location: Santo Domingo, Dominican Republic (with significant travel to Puerto Rico)

Job Purpose/Overview: This is a pivotal senior leadership role (C13-level) responsible for strategically leading and managing the Financial Institutions (FI) portfolios across the Dominican Republic and Puerto Rico. The FI Head will be instrumental in protecting and expanding existing revenue streams, aggressively pursuing new growth opportunities, and capitalizing on the unique market dynamics of these complex and high-potential jurisdictions. This role demands a leader who can combine strategic oversight with direct, high-touch engagement, ensuring meticulous management of key client relationships and driving innovation to achieve substantial revenue upside. The successful candidate will act as a trusted strategic advisor to our clients, assisting them in capital raising, providing strategic advisory services for mergers and acquisitions, and other complex financial transactions in close coordination with the Institutional Banking team, ultimately formulating impactful investment strategies and driving capital formation.

Key Responsibilities:

• Strategic Leadership & Portfolio Management:
• Lead and strategically manage relationships with top tier Financial Institutions in the Dominican Republic and Puerto Rico.
• Protect and expand existing revenue streams while proactively identifying and aggressively pursuing new growth opportunities in both territories.
• Formulate and execute the strategic direction for the FI sector, ensuring alignment with Citi’s overall business strategy, financial plans, and organizational health goals.
• Drive the next phase of growth, fostering innovation and identifying structured opportunities within these dynamic jurisdictions to achieve material revenue upside.
• Client Relationship Management & Advisory:
• Ensure focused, high-touch engagement with the largest and most important FI clients, building and maintaining strong, enduring relationships built on trust and strategic partnership.
• Proactively identify customer needs and recommend comprehensive financial solutions, including financing, cash management, foreign currency solutions, and other specialized banking products.
• Serve as a trusted strategic advisor, formulating sophisticated investment strategies and facilitating capital raising for clients, alongside M&A and financial advisory services.
• Business Development & Cross-Selling Excellence:
• Expand a portfolio of accounts with varying and complex financial needs, with a clear objective of driving significant revenue growth and maintaining excellent credit quality in line with Citi’s stringent credit standards.
• Aggressively cross-sell a broad range of banking products, including cash management, trade finance, trade services, structured trade products, foreign exchange, commodities, fixed income, loans (syndicated, bilateral), and capital market products.
• Drive critical new business acquisition and realize substantial cross-sell opportunities to mitigate risks of business loss and ensure sustained growth.
• Risk Management & Compliance:
• Oversee all credit aspects of client relationships, including rigorous annual reviews, early problem recognition, and effective remedial management strategies.
• Appropriately assess and manage risk in all business decisions, demonstrating particular consideration for Citi's reputation and safeguarding clients and assets.
• Drive uncompromising compliance with applicable laws, rules, and regulations, adhere strictly to Policy, apply sound ethical judgment regarding personal behavior, conduct, and business practices, and proactively escalate, manage, and report control issues with full transparency.

Qualifications:

• 10+ years of progressive and senior-level experience in corporate banking, financial institutions coverage, or a similar leadership relationship management role.
• Significant exposure to and deep understanding of Latin American markets, particularly the Dominican Republic and Puerto Rico, is highly preferred.
• Proven leadership experience with a distinguished track record of managing and growing complex client portfolios and leading strategic initiatives.
• Comprehensive knowledge of credit analytics, financial modeling, and proven expertise in risk assessment and valuation.
• Strong understanding of capital markets, M&A, and financial advisory services.
• Exceptional communication, negotiation, and interpersonal skills with the ability to influence senior stakeholders and lead diverse teams.
• Demonstrated ability to thrive in a dynamic, fast-paced environment and effectively manage multiple, competing priorities.
  
  

Education:

• Bachelor's degree/University degree or equivalent experience required.
• Master's degree (e.g., MBA, Finance) preferred.
• English fluency is required
• Spanish fluency is required
  
  

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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 Citi’s EEO Policy Statement and the Know Your Rights poster.

Objetivo:

Garantizar la visibilidad, disciplina e impacto de los proyectos estratégicos en toda la unidad de negocio y acelerar la transformación del equipo de Finanzas Regional mediante la automatización de procesos manuales.

Responsabilidades:

• Automatizar los flujos de datos y paneles de control utilizando Excel, Power BI, Power Query y otras herramientas.

• Ser responsable del seguimiento centralizado de todos los proyectos e iniciativas estratégicas del equipo de FP&A.

• Crear paneles de control para el seguimiento del progreso de proyectos, bloqueos y KPIs.

• Colaborar con los gerentes para desarrollar herramientas de pronóstico, análisis de variaciones y modelado de escenarios.

• Identificar ineficiencias y proponer automatizaciones o mejoras de procesos.

• Detectar bloqueos y proponer seguimientos estructurados para asegurar la ejecución de los proyectos en tiempo y forma.

• Crear y mantener una biblioteca de herramientas, plantillas y macros para reducir el trabajo manual.

• Trabajar en estrecha colaboración con el equipo de FP&A para mejorar la eficiencia de los informes y la calidad de los datos.

Requisitos:

• De 1 a 3 años de experiencia en FP&A, Inteligencia de Negocios o Finanzas Operativas.

• Inglés Avanzado.

• Sólidos conocimientos en Excel, Power BI, Power Query y herramientas de automatización.

• Pasión por la resolución de problemas, la eficiencia y la entrega estructurada de proyectos.

• Experiencia en la gestión o seguimiento de iniciativas interfuncionales.

• Comunicador claro, con excelentes habilidades de organización y priorización

• Proactivo, con un fuerte sentido de responsabilidad y mentalidad de mejora continua.

Analizar las solicitudes de crédito recibidas en el área, siguiendo las políticas y procedimientos establecidos por la empresa, para determinar la aprobación o rechazo de las solicitudes de adquisición de planes de telecomunicaciones, considerando el nivel de endeudamiento y el historial de pago del cliente

Responsabilidades

• Analizar y depurar clientes B2C y B2B, con o sin historial de crédito, que desean adquirir planes de voz y data.
• Depurar las cédulas y RNC de clientes corporativos (large y medium) para todos los planes y productos disponibles de acuerdo con la matriz establecida.
• Realizar cambios de estatus a los clientes clasificados como adverso que hayan saldado su cuenta.
• Asegurar el correcto establecimiento y funcionamiento, análisis y aumento del límite de crédito, por segmento y producto.
• Habilitar espacios, a cédulas clientes B2C y B2B.
• Modificar score a clientes fuera de los parámetros de depuración.
  
  

Requisitos

• Estudiante de Administración de Empresas, Mercadeo o áreas afines.
• 1 año de experiencia en Servicio al Cliente, Análisis de Crédito o posiciones similares.
• Dominio del Paquete office (Excell, Word), Trivision, BO.
  
  

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