Full Job Description
The Client Service 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.
Service Maintenance and Contribute to Business Growth
Deliver wealth management services to CPB LFG clients with guidance from the Banker teams.
Manage and execute client transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards as well as timely.
Be attentive and diligent in daily work habits to recognize fraudulent transactions.
Take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution.
Coordinate account maintenance for all products and reporting on WINS including address changes, telephone number updates, account status changes, rates and fee waivers.
Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.
Proactively arrange and participate in client visits and perform service quality check-in calls to clients.
Obtain banker/client appointments to build upon existing or establish new relationships.
Identify and document new business opportunities for referral to banker or product specialist.
Perform responsibilities through proficient use Citi applications.
Participate in service related process improvements.
5-7 years of experience in the financial industry is preferable
Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience preferred
Knowledge of investments, banking, and credit products preferred
Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing
High level of integrity and commitment to maintaining confidentiality with respect to the franchise and the client
Proactively communicate client financial activity, large funds movements and other relevant client matters as appropriate
Demonstrate initiative without compromising compliance or confidentiality
Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients
Ability to problem solve and analyze data with demonstration of attention to detail
Strong verbal and written communication skills
Proficiency and aptitude in utilizing systems, MS Office, web based and other desktop applications
Licensing: Series 7/6
BA/BS Degree and relevant financial services experience preferred
Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - US
Time Type :Full time
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Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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