Citigroup
Officer,ClientOnboardIntermediateAnalyst,Operations
Neural analysis suggests this role is
optimal for Entry candidates.
“Officer, Client Onboard Intermediate Analyst, Operations at Citigroup. Skills: Client Onboard, Documentation review, Account Maintenance. Customer interaction, documentation issuance, review and system setups. Timely and accurate delivery of account opening functions”
What You'll Achieve.
Timely and accurate delivery of all account opening functions; Delivering superior customer service; Meeting or exceeding customer expectation guided by service level agreements; Meeting or exceeding efficiency/accuracy standards; Monitors customer satisfaction and service level; Drive process changes; Ensures a and robust processing environment with effective controls
Industry & Context.
Solves complex problems; Applies analytical thinking; Knowledge of data analysis tools and methodologies; Attention to detail when making judgments and recommendations; Applies professional judgment when interpreting data and results; Breaks down information in a systematic and communicable manner; Analyzes complex and variable issues with significant departmental impact
What They're Looking For.
Must Have
2-5 years of experience in Documentation review, Account Maintenance and related Cash products, Proficient in Microsoft Office Applications, Proficient knowledge of English (written and spoken)
Nice to Have
Exposure to Client interaction
What You'll Do.
documentation issuance
review and system setups
Timely and accurate delivery of account opening functions
Superior customer service and resolution of customer issues
Day to day management of account opening and maintenance processing
Management of in-process
and service related activities
Ensuring account opening requirements are clearly defined
Delivery of very high quality service to customers and internal partners
Project management in account services space
Managing cross-functional relationships with all teams
Determines new work procedures
Analyzes complex and variable issues
Ensures consistent delivery of high quality service
Meeting or exceeding customer expectation
Ensures awareness and full compliance of internal processes
Establishes and maintains close working relationship with clients
Facilitate open and direct communication of issues
Embarks on continuous on the job training
Understands client requirements and implement them correctly
Understands new customer requirements
Ensure adequate support to new customer requirements
Monitors customer satisfaction and service level
Drive process changes
Provides innovative solutions to clients
Ensures a robust processing environment
Establishes risk management practice
Maintains a culture of risk and controls
Daily deliverable of routine and defined tasks
Develops knowledge of broader context
Operate with limited level of direct supervision
Exercise independence of judgement and autonomy
Acts as SME to senior stakeholders
Appropriately assess risk when business decisions are made
Safeguarding Citigroup
its clients and assets
Driving compliance with applicable laws
Applying sound ethical judgment
managing and reporting control issues
How You'll Work.
Team & Collaboration
Cross-functional coordination; Managing cross-functional relationships with all teams; Establishes and maintains close working relationship with clients and within team; Facilitate an open and direct communication of issues, needs, queries; Acts as SME to senior stakeholders and /or other team members
Communication Scope
Exceptional written and verbal communication skills; Clear and concise written and verbal communication skills; Proficient knowledge of English (written and spoken)
Process & Methodology
Project management in account services space
Full Job Description
The Client Onboard 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 subfunction/ 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. **_In this role, you’re expected to:_** * Responsible for customer interaction, documentation issuance, review and system setups. Demonstrates high level of diligence, motivation and organizational skills. * Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues. * Performs 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 relati
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