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Primary contact for North American as well as global clients and is responsible for ensuring a perception of quality service is delivered. The CSO acts as a liaison
between clients and Bank's Operations for problem identification and resolution
Influence the process of ensuring standard Services transactions are executed in a timely and accurate manner:
Transactions may include but not limited to: funds transfers, DDA Account related matters, ACH, Check Collections, WorldLink, Control Disbursements, Billing, Citidirect, etc. these products may also include Services products such as Cards & TradeServe as day-to day operational focal point contact for clients
Main Competencies:
*Technological Proficiency / Knowledge: Basic Navigation Skills within the product proprietary systems that support the business
* Global Client Respect/Service: Dedicated to understanding and addressing clients needs
*Communication: Effective telephone and written skills necessary to interact both internally and externally with senior level professionals
*Achieving / Driving Results: Proactively identify problems that may arise for client's accounts and interface with Operations, Technology, and Regional and local service teams
*Risk Management - perform within departmental procedures and compliance standard in order to minimize losses to the bank
*Shared Responsibilities - Fully understand and implement Citi's values:
Responsibility to our clients, each other and our franchise
Experience Required:
Detailed knowledge of Payments and Receivables products and flows
Bilingual (Spanish/English or English/Portuges) a plus
Strong Written and verbal communication skills.
Attention to detail
General Accounting Principles
Strong knowledge of PC MS applications
Knowledge of internal Policies and Controls
Experience in client facing roles and able to manage difficult conversations
Day to day Responsibility
*Liaison between clients and Operations for problem identification and solution
*Effectively resolve client issues related to payments and receivables products and provide value added solution
*Provide back up coverage for team members and assist team members during high volume periods
*Receive instructions from management on escalated issues to ensure best business practices
*Ensure cross training for self within the unit
*Ensure attendance to mandatory trainings
*May participate with senior teammates on clients calls for increased knowledge and exposure
*Process of standard service transaction and use of discretion in dealing with clients to ensure quality service standards are delivered effectively
*Maintain client satisfaction by responding to problems quickly
*Work independently an efficiently to achieve high level of productivity while reducing costs
*Interface with clients Operations and Technology to drive improvements
*Work with clients to identify process improvements and with RMs/Operaions to implement them
*Promote digital platforms and self service
*Perform other functions as business may dictate
Full timeTampa Florida United States$56,020.00 - $78,180.00
Anticipated Posting Close Date:
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