דרושים Business Coordinator-central Valley/ ב-Citi Group ב-ארהב

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.

Job Grade: C04

Schedule: Monday through Friday, 8:00 am to 4:30pm

Anticipated Posting Close Date:

The Service Process Coordinator performs relatively complex assignments. Has direct impact on the business by ensuring the quality of the tasks or services provided. Works under little to no direct supervision. May service an expansive and/or diverse array of products/services. Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives. Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function. Ensures the quality and service of self and others. May recommend new options to enhance productivity in accordance with guidelines. Requires tact and diplomacy when exchanging complex or sensitive information with others. Is sensitive to audience diversity. Basic knowledge of the organization, the business and its policies required. Typically responsible for resolving basic to moderately complex problems based on practice and precedence. Able to assess applicability of similar experiences and evaluate options under circumstances not covered by procedures.Responsibilities:

• Works with a wide variety of non-routine queues, to support a variety of loan types such as: ARMs, SCRAs, Homeowner Assistance Modifications (HAM), HUDs (residential & commercial), etc.
• Organizes, records, and services complex loans, which requires interacting with internal and external customers.
• As subject matter expert, resolves complex loan servicing issues under limited supervision and works on complex servicing projects such as: those related to process changes or projects to revise mortgage letter templates.
• Reconciles historical accounts and performs re-application/re-amortization functions for an expansive array of loans.
• Regularly mentors and trains lower level service processors or new team members.
• Works under little to no direct supervision.
• Identifies problems/process improvements, troubleshoots issues, and participates in testing to ensure that systems are functioning properly and help resolve problems.
• Applies in depth knowledge of technical principles and loan concepts to service complex loans and resolve escalated issues, combined with in depth knowledge of team objectives.
• Represents department at intra-departmental meetings and on various intra department projects.
• Typically uses tact and diplomacy when exchanging complex or sensitive information with internal and external contacts or customers.
• Provides support to customer service on non-routine and complex loan related questions
• 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:

• 2-4 years relevant experience
• Requires sitting at a computer the majority of an 8-hour shift. Position requires ability to lift/maneuver 30 lb. banker’s boxes and push/pull fully loaded wooden carts. May assist with pulling files or re-filing files which required standing, stoopin

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 Monday to Friday 8:30 am to 5:00 pm CST

Anticipated Posting Close Date:

Responsibilities:

• Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.)
• Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs.
• Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can-do attitude and customer first culture.
• Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively.
• Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions
• Energetically greet and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals
• Required to approach and engage clients in the branch lobby to demonstrate expertise in digital capabilities and to identify the financial needs of the clients. May require standing 60-70% of the work day
• Ability to use the various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, iPads, etc.)
• Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.)
• Take full ownership of clients’ problems to resolve client complaints/issues promptly and effectively to ensure complete client satisfaction with resolution
• Recognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self-service as needed
• Educate clients on self-service capabilities and encourage use of digital service channels (e.g. Online, Mobile, ATM, TCR, Teller Assist Unit, if applicable, etc.)
• Exercises ownership and ensure all follow-up items are complete or handled off to the appropriate individual(s) and work harmoniously with multiple team members
• Engage the Citi client by welcoming them with a warm friendly smile, pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with Citi
• Executes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing
• Listens carefully to the client and willingly assists with any questions or problems the client has
• Makes sure all needs are met before concluding the transaction, making the client feel his/her time is being valued without being rushed
• Shows initiative, empathy and proactively prevents and handles problems with clients while assisting other tellers as well
• Create a warm, welcoming and friendly environment for customers and employees by foster teamwork in the branch to ensure a positive overall customer experience.
• Effectively executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships
• Adheres to and comply with Citibank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
• Duties may include managing the supply of cash for branch needs based on business demand, in addition to managing incoming/outgoing cash shipments/maintains vault cash, including buying and selling of cash with branch Tellers and ATMs, as needed (including competence in using teller NBS system & cash recycler to assist customers)
• Good leadership skills and the ability to motivate others
• Actively promoting and participating in branch incentive program(s) by promoting and participating in a sales and service programs consistent with Citi’s business plan goals
• Providing working leadership and guidance to peer Concierge or Tellers through assignment of work and technical guidance, when needed
• Assisting and providing coverage for leadership team with leading by example
• Provide feedback to management on ways to enhance sales processes and service delivery
• Providing coaching and education to the other Concierge or Tellers regarding Digital capabilities, transaction processes and priorities, including a streamlined sales & service process, digital first approach, focus on client problem resolution and effective utilization digital technologies
• Resolving complex client issues or needs; connect with relevant specialists or senior leaders as needed

Qualifications:

• 1-3 years relevant experience
• Required Skills:
  • Experience with face-to-face customer service, digital engagement and basic sales/referrals
  • Open, client service orientation and desire to help customers is required
  • Sales experience desired
  • Excellent verbal and written communication skills
  • Analytical and problem solving skills
  • Basic computer and digital tools skills
• Preferred Skills: Retail experience

Education:

• High School diploma or equivalent

Anticipated Posting Close Date:

Responsibilities:

• Execute against key priorities for the Lending business across multiple countries/jurisdictions and business divisions
• Ensure stakeholder buy-in for strategic initiatives, including key stakeholders across the three client segments
• Partner with leadership team to set goals for Lending and ensure tracking and ROI measuring are in place for all initiatives
• Supports medium- to long-term plans and functional strategies requiring coordination and integration across units, both within Wealth and the broader Citi organization
• Partner with leadership team on resource allocation, productivity initiatives and realization of cost efficiency
• Drive culture and people initiatives
• Act as delegate for Lending head when required in certain meetings
• Oversee the design, enhancement, implementation, reporting, and oversight of budgets, financials, operations, human resources and compliance by way of systems, processes, workflows, procedures and the assessment of existing environments and anticipated changes
• Engage in cost management activities as appropriate
• Monitor strict adherence to governance and ensure risks are addressed, setting high standards of professionalism across all functions
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citi, its clients and assets
• Management responsibilities for a team, including management of people, budgeting and planning, performance evaluation, compensation, hiring, disciplinary actions, etc.
• Has authority to negotiate and make independent decisions on issues/activities that have critical impact or influence on the global Lending team.
• Develop business cases to drive strategic partnership across Wealth that give Citi a competitive advantage with clients

Qualifications:

• 10+ years of relevant experience in financial services
• Strategically minded with track record of execution excellence
• Hands-on orientation with the demonstrated ability to set up internal processes to communicate and resolve issues
• Proven financial acumen, critical thinker with ability to provide an impartial, consultative and solutions-oriented approach
• Comprehensive knowledge of general IT infrastructure, Human Capital Management (HCM) and financial advice-related compliance
• Demonstrated leadership and management abilities with commitment to client and team member experience, goals of practice and productivity
• Demonstrated planning, delegation, financial reporting and budgeting skills
• Consistently detail-oriented, goal-oriented and able to work in a team
• Excellent communication skills required in order to influence a wide range of audiences
• Prior success working in a large, highly-matrix and complex organization; able to set priorities and 'triage' in a fast-paced, dynamic environment
• Technical knowledge, in-depth knowledge of Profit and Loss (P&L) and understanding of end to end business operating systems.
• Customer and client focus; record of achievement in applying a client centric mindset to shape solutions and approaches

Education:

• Bachelor's degree/University degree or equivalent experience
• Master's degree preferred

Anticipated Posting Close Date:

Responsibilities:

• Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service
• Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash
• Identify referral opportunities for new products and services based on client’s financial goals
• Educate clients on digital and self-service opportunities offered by Citi
• Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets
• Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed
• Maintain working knowledge of client accounts as well as new and existing products and services offered.
• 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:

• Previous relevant experience preferred
• Demonstrated sales and customer service experience
• Money handling experience
• Effective problem solving and communication skills
• Ability to work well in a team oriented environment

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.

The salary range provided in this posting is based on a 40 hour work week.

Good Faith schedule: Monday, Wednesday, Thursday, Friday 12:15-5:15pm; Saturday 9:30-2:30pm

Time Type:

Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked.

Anticipated Posting Close Date:

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.

Anticipated Posting Close Date:

Job Purpose:

Key Responsibilities:

• Define and maintain cohesive front-to-back system architecture across Central Operations to reduce fragmentation, support shared services, automate controls, and reduce manual touch points
• Engage with Ops business and technology partners to understand business drivers, gaps, and pain points in current state
• Translate into system requirement. Lead the design of scalable, resilient, and secure systems that reduce complexity and support operational efficiency across business units
• Develop systems architecture blueprints covering current and target state system flows, control definitions, STP vs. manual processing, and data contracts
• Partner with business and technology stakeholders to define and enforce architecture principles, standards, and roadmaps
• Drive simplification initiatives across application and infrastructure landscape, eliminating redundancies and technical debt
• Decompose functionality across legacy, monolithic applications to be reengineered into shared services
• Ensure architectural consistency across projects, platforms, and technologies by promoting reuse of shared components and standardized frameworks
• Define and promote best practices for systems design, API strategies, data integration, and lifecycle management
• Identify optimal technical and data solutions for developing event based micro-services
• Evaluate low-code / no-code tools to support workflow automation, process mining, reporting and analytics
• Lead architecture governance process including architecture review boards, technology assessments, and conformance to key design principles
• Partner with SMEs across the CTO organization to understand emerging engineering, architecture standards and apply them across critical initiatives
• Produce high-quality documentation and design artefacts
• Efficiently build strong working relationship with Tech and Ops partners and become a thought leader in executing the target data strategy
• Recruit and build a team of business analysts, solution engineers

Experience and Qualifications:

• 15+ years experience in financial services with 7+ years supporting cross product / functional transformation
• 5+ years experience in leading large scale enterprise architecture initiatives within banking, financial services industry
• Strong understanding of banking systems, financial services platforms, core banking, data platforms, market infrastructure providers, and regulatory frameworks
• Experience with modern architecture frameworks including cloud-native designs, microservices, APIs, evet-based architecture, and DevOps practices
• Demonstrable success in leading architecture simplification and modernization initiatives with proven business value generation
• Experience with financial services standards such as ISDA FpML, FIX, ISO20022, internal product / process taxonomies is a plus
• Experience with financial services regulations such as mandatory execution, BCBS-239, reg. reporting, etc. is a plus
• Strategic thinker with creative problem-solving capabilities
• Bachelor’s degree in IT, Computer Science, or engineering. Masters degree preferred
• Proven track record in producing quality project artefacts, including senior management reports within a technology or risk & controls domain
• Motivated self-starter with ability to pick up and learn new skills and knowledge quickly and navigate the organization
• Ability to build and manage strong teams

Anticipated Posting Close Date: