About Citi Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.
Citi's Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.
Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop to are widely available to all.
Brief Description of the Organization CBNA is the primary legal entity for Citi, providing products and services to consumers, financial institutions and corporate clients around the world. In the past, Citi has provided most of its internal reporting on a business by business basis. With the changes in the regulatory environment, strong legal entity reporting and governance has become essential. This team is responsible for ensuring that CBNA has the appropriate governance and control infrastructure to meet the demand for legal entity planning, execution, information management and the ever-evolving regulatory environment. Description of the Position The Service Team supports the LFG Private Bank team by providing exceptional client service by providing timely and accurate delivery across a complex array of business and individual banking, credit, and investment products to LFG clients. The Service Team handles inquiries, resolves problems, and processes and executes transactions on behalf of clients. The Service Team must be knowledgeable and compliant with all bank policies and procedures. Key Responsibilities:
Actively manage the day-to-day servicing and processing activities to ensure that the staff is delivering a high level of service and complying with corporate and regulatory policies and procedures.
Interface daily with Banking teams to ensure escalated issues addressed and client service requirements are being exceeded.
Coach and provide ongoing feedback to staff, identify training needs, and prepare developmental and training plans.
Regularly review processes to ensure maximum efficiencies while delivering superior service quality.
Contribute to and drive tactical and strategic initiatives.
Establish effective working relationships with operational and technology partners to jointly identify and resolve on-going issues.
Regularly review internal control and regulatory requirements and self-test results to ensure that effective controls are in place.
Work closely with the Global and Regional Market Managers to ensure that business initiatives are appropriately supported by Service.
Skills and Knowledge:
Leadership skills: Takes ownership, readily takes charge and makes decisions, able to motivate people toward a common goal, implement change and get results.
People Management Skills: able to constructively coach and motivate staff, develops and fosters good working relationships between service, bankers, product specialist and operations.
Process Management Skills: Able to develop and implement processes to ensure efficient workflow.
Service Excellence Orientation: Through example, motivate service staff to take the extra step, demonstrate initiative, and take ownership of any situation to bring a satisfactory resolution for the client and the team.
Risk Assessment: Thorough understanding of Citi's policies and procedures as well as applicable consumer regulations and capability of ensuring that team members have same understanding and adhere to policies, procedures and regulations.
Influencing and Negotiating skills: Ability to gain support and persuade others within the organization to work in the best interest of clients and the organization.
Bachelor's degree and relevant financial services experience preferred.
Minimum 6-8 years financial service experience with management/leadership skills
Licenses 7 & 63
Internal Number: 6107858
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