Private Bank Client Reporting Operations – Statements & Rendition Analyst ( Tampa, FL)
Citi
18,323 reviews
Tampa, FL 33610
Citi
18,323 reviews
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The Client Mgt IntmdAssocAnalyst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. 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:
• Responsible for a portfolio of top clients acting as their advocate and owning the client experience relationship end to end.
• Establishes, provides input, and tracks operational metrics and service level requirements to achieve business goals.
• Manages the internal Client at Risk process & supports escalation resolution as necessary to facilitate timely resolution.
• Resolves inquires and manages customer issues based on empowerment grid to higher prescribed limits.
• Mentors and trains new Client Experience Specialists.
• Uses excellent communication skills to exchange information in a concise manner, as well as be sensitive to audience diversity
• 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
• Experience in client facing level 1 tech support or client service
• Excellent attention to detail and excellent problem solving skills
• Excellent interpersonal, verbal & written communication skills
• Ability to thrive in a high volume team environment
• Ability to educate clients on navigation and functionality in a virtual environment
• Experience working directly with clients
• Ability to analyze potential issues, document the relevant details and escalate to the appropriate tech/product
• Excellent organizational, time management, and prioritization skills
Education:
• Bachelors/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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Job Family Group:
Customer Service
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Job Family:
Institutional Client Management
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Time Type:
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