דרושים Service Representative ב-Citi Group ב-United States, San Antonio

The Role:

As part of the IAM Management Team, this role will representin multiple forums, ISA management reviews, regulatory and audit discussions, etc. The overall objective of this role is to ensure the execution of Information Security directives are in alignment with Citi's Information Security policy and regulatory requirements that may vary by country (NAM, LATAM, EMEA, APAC).

Responsibilities

• Oversee large, complex teams in global locations within IAM ISA Service Delivery Operations
• Manage provisioning functions from application to infrastructure (e.g., Active Directory, Encryption, etc.)
• Accountable for resources, budget analysis, and formation of short to medium term planning
• Manage and validate deliverables of Risk & Control Audit Requests ensuring closure per agreed timelines and goals
• Evaluate existing levels of automation and develop additional efforts to reduce manual processes and further increase automation
• Provide people management oversight including in-country operations including recruitment, development and retention of talent and resources
• Foster a metrics driven, performance management culture across the teams
• Work closely with other functional support groups to addressIAM ISA's ongoing performance initiatives of the and develop appropriate actions to improve performance against goals
• Partner with the Risk & Control Team, ensure teams adhere to Risk and Control processes for functions under their responsibility and support/prioritize the audit process.
• Promote partnerships with other Citi businesses and market/highlight ISA major accomplishments
• Prepare cost benefit analysis of teams under their responsibility for senior management review and readily identify cost savings or investment required
• Support IAM ISA Senior Group Manager in meetings and any ad hoc requirements from CISO and Risk and Control Organizations.
• Assist Security Incident Response Teams as necessary
• Ensure Control Preparedness and control effectiveness, as part of the Audit preparedness exercise,
• Provide leadership to the teams and make the connections between the organization’s goals and the teams’ daily functions
• Support cross-business / functional initiatives promoting Business Enablement while also adhering to IAM Standards

Qualifications

• 10+ years' IAM Operations experience in large enterprise environments leading operational teams and initiatives (e.g., process re-engineering, process standardization, transformation, etc.)
• 5+ years' direct managerial experience
• Knowledge of Risk & Control and Audit requirements in a global operational environment
• Strong proficiency working in and/or around shared services environments with hands-on, applicable knowledge of Information Security Administration dynamics as it relates to Technology and Business Enablement
• Outstanding analytical skills with hands-on experience using metrics to drive stakeholder engagements and business decisions
• Expert ability to appropriately prioritize business objectives managing multiple functions and projects simultaneously
• Strong aptitude for process design and delivery with a firm focus on customer centricity
• Results-oriented with the ability to develop and execute well developed business operations plans
• Experience managing global, multicultural, and multi-disciplinary teams in a highly matrixed environment
• Highly skilled in leadership and talent management focused on development and growth especially in a digital environment
• Must be comfortable managing and driving changes utilizing influencing skills when necessary
• Strong interpersonal skills engaging with both technical and non-technical stakeholders
• Expert proficiency in senior stakeholder engagement and, at times, negotiation as needed (external communication/negotiation may also be necessary)
• Excellent presentation skills both written and verbal
• High degree of self-motivation with a commitment to continuous improvement
• Ability to champion change

Education

• Bachelor's degree in Technology, Computer Science, Cyber Security, related discipline OR equivalent IAM/Information Security experience required
• Relevant InfoSec and/or IAM industry certifications are a plus

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Anticipated Posting Close Date:

Responsibilities:

• Assist with evaluating and resolving service inquiries from clients across different platforms
• Effectively use various computer systems to complete assigned tasks and address account inquiries
• Develop and maintain working knowledge of specific groups of Citi products and services
• Analyze and identify potential risks and identify solutions that meet client needs
• Complete assigned tasks in an accurate and efficient manner
• Solve disputes and retain clients, while minimizing operating loss, through adherence to established rules and regulations
• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
• 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:

• 1-3 years’ work experience in a related role
• Proficient in Microsoft Office and Windows Operating Systems
• Demonstrated experience solving customer service inquiries
• Effective verbal and written communication skills
• Ability to work in a fast pace environment
• Excellent technical and data entry skills, including the utilization of a 10-key touchpad
• Proven ability to navigate multiple systems and customer service platforms concurrently

Education:

• High School diploma or equivalent

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

This position will be in call center. on phones.

Anticipated Posting Close Date:

Responsibilities:

• Deliver wealth management services to clients with guidance from the Banker teams.
• 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
• Ability to manage multiple concurrent deadlines 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
• Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products
• US: Licenses: Series 7/63 or 7/66 or willing to acquire
  

Education:

• Bachelor's/University degree or equivalent experience

Anticipated Posting Close Date:

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Responsibilities:

• Deliver wealth management services to clients with guidance from the Banker teams.
• 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
• Ability to manage multiple concurrent deadlines 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
• Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products
• US: Licenses: Series 7/63 or 7/66 or willing to acquire
  

Education:

• Bachelor's/University degree or equivalent experience

Anticipated Posting Close Date:

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Responsibilities:

• Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams.
• 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
• 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
• Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience Knowledge of investments, banking, and credit products
• US: Licenses: Series 7/63 or 7/66 required

Education:

• Bachelor's/University degree or equivalent experience

Anticipated Posting Close Date:

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The Intermediate Associate Telesales Representative is aClient Service and Sales support position, fully responsible forservicing and supporting internal and/or external clients primarily through inbound and outbound phone callsand adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi’s Investment and/or Banking clients. Position is responsible for providingbest in classserviceon Banking and/or Investment inquiries, and ensuring risk is prudently managed.Responsibilities:

• Fully accountable for servicing and supporting Citi’s Investment and/or Banking clients.
• Able to clearly articulate business value proposition, matching clients with the correct set of products and services.
• Directly responsible for providing timely responses to client service requests, received via telephone or email.
• Provides exceptional support and issue resolution– all client issues will be owned end to end by the associate and will be treated with a closed loop process.
• Handles all inquiries/requests related to banking and /or investment operations – including placing unsolicited securities trades (Series 7 & 63 required).
• Ensures customer claims and complaints are handled in accordance with FINRA and firm policy.
• Ensures that KYC/AML and other compliance norms are strictly adhered to.
• Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities.
• Builds a rapport with back-office staff and seek out highest level of support from those teams.
• Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement.
• Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested.
• Accountable for identifying prospective clients interested in becoming new clients.
• Responsible for executing specific client contact campaigns as defined by Sales Management/Segments.
• Responsible for proactively contacting clients to identify needs and deepen relationships.
• Complete all required trainings pertaining to the function in a timely manner.
• 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 Client Service and/or Sales within financial services (banking, insurance, investments) preferred.
• Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.
• Understanding of multiple products across business lines combined with exceptional networking and relationship building skills.
• Excellent verbal and written communication skills. Ability to communicate at a professional level.
• Positive and can-do attitude.
• Excellent people skills and ability to work in a team environment.
• Capable of working independently within established procedures and make decisions without manager approval.
• Able to perform multiple functions with a high degree of accuracy.
• Strong desire to create a top-notch client experience with every client every day.
• Open to receiving feedback on a frequent basis, continuous feedback will be crucial to the success of the team.
• Ability to support a diverse array of products and services.
• Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.
• US Registered FINRA Series 7 & 63 Required. In addition, Series 66/65 preferred

Education:

• Bachelor’s/University degree, Master’s degree preferred

Anticipated Posting Close Date:

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The Service Process Coordinator 4 performs moderately complex and varied assignments. Most of the impact is related to quality of execution. Works with limited supervision. May service an expansive array of products/services. Demonstrates technical/administrative expertise. Applies specialized functional area skills and basic knowledge including underlying professional/technical principles or standards. The technical procedures for this level are well defined. Understands how duties relate with others in the team/unit and how the unit integrates with others in accomplishing the work of the function. Exchanges moderately complex information with others. There may be occasional handling of awkward contacts. Basic knowledge of the organization and its policies required. Applies research, information gathering and analysis skills to factual information. Applies judgment based on practice and precedence. Selects the best course of action from a broad array of defined options, understanding the consequences of each.Responsibilities:

• Organizes, records, and services the production output of various, servicing activities, which may require interacting with internal and external customers.
• Resolves complex issues and performs most complex servicing activities under Limited supervision.
• Works on complex projects.
• Occasionally mentors lower level processors.
• Reconciles historical accounts and performs reapplication/re-amortization functions.
• Supports an expansive array of products/services.
• Demonstrates technical/administrative expertise.
• Applies specialized functional area skills and basic knowledge including underlying professional/technical principles or standards, which are well defined.
• 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:

• 1-3 years relevant experience
• Loan servicing/processing experience preferred.
• Proficient with Microsoft Excel• Requires sitting at a computer the majority of an 8-hour shift.
• Position requires ability to maneuver 30 lb. banker’s boxes and push/pull fully loaded wooden carts.
• May assist with pulling files or re-filing
• Related processing experience with basic knowledge of the organization and its policies as well as basic understanding of department/unit policies and procedures; basic knowledge of state, regulatory investor guidelines is preferred.

Education:

• High School diploma or equivalent

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Schedule will be Monday to Friday 1:30 pm to 10:15 pm with 45 minute lunch

Anticipated Posting Close Date:

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