Account Service Specialist

hace 1 mes

Bogotá, Bogotá D.E., Colombia Citigroup Inc. A tiempo completo

Job Overview

The Client Onboard Intmd Analyst role is a developing professional position. It involves handling most problems independently and having some latitude to solve complex issues.

This position integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices.

A good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family is essential.

The Account Service Specialist will apply analytical thinking and knowledge of data analysis tools and methodologies.

The ability to make judgments and recommendations based on factual information is crucial, requiring attention to detail.

The role typically deals with variable issues that have potentially broader business impact.

The Account Service Specialist will apply professional judgment when interpreting data and results.

Breaking down information in a systematic and communicable manner is necessary.

Developed communication and diplomacy skills are required to exchange potentially complex/sensitive information.

Moderate but direct impact through close contact with the businesses' core activities is expected.

The quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities:

  • Responsible for customer interaction, documentation issuance, review and system setups.
  • Demonstrates high level of diligence, motivation and organizational skills.
  • Focusing on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues.
  • Performing day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners.
  • Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams.
  • Determines new work procedures, analyzes complex and variable issues with significant departmental impact.
  • Ensures consistent delivery of high quality service to customers through meeting or exceeding customer expectation guided by service level agreements and efficiency/accuracy standards.
  • Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices.
  • Establishes and maintains close working relationship with clients and within team to facilitate an open and direct communication of issues, needs, queries, etc., in such that these may be responded to in an efficient, prompt and professional manner.
  • Embarks on continuous on the job training for end to end product knowledge.
  • Understands client requirements and implement them correctly.
  • Understands new customer requirements and ensure adequate support to new customer requirements and initiatives.
  • Monitors customer satisfaction and service level and drive process changes.
  • Provides innovative solutions to clients.
  • Ensures a strong and robust processing environment with effective controls.
  • Establishes risk management practice.
  • Maintains a strong culture of risk and controls in the team through various processes and check points.
  • Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed.
  • Has the ability to operate with a limited level of direct supervision.
  • Can exercise independence of judgement and autonomy.
  • Acts as SME to senior stakeholders and/or other team members.
  • 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 of experience in Documentation review, Account Maintenance and related Cash products preferred.
  • Demonstrated interpersonal skills, pro-active team player but also able to work independently, with exceptional written and verbal communication skills.
  • Highly motivated, persistent, and able to work in a structured, high volume, time sensitive, high-risk environment.
  • Capable of prioritizing and eager to learn multiple products in a challenging environment.
  • Fast learner, strong attention to detail, and willingness to go extra mile.
  • Proficient in Microsoft Office Applications.
  • Exposure to Client interaction.
  • Consistently demonstrates clear and concise written and verbal communication skills.
  • Proficient in handling urgent and escalation cases and manage client and internal team expectations.
  • Proficient knowledge of English (written and spoken).

Compensation: The estimated annual salary for this role is $85,000-$110,000, depending on experience and qualifications.

About Citigroup Inc.

Citigroup Inc. 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.

We invite all qualified interested applicants to apply for career opportunities at Citigroup Inc. 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, please review . #J-18808-Ljbffr

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