Client Service Analyst - Citi Global Wealth (Hybrid)
By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
What you’ll do
Main responsibilities will be related to CSO Loans Team support, servicing and administration of various Banking and Lending products for CITI PRIVATE BANK clients, that includes but is not limited to below tasks:
- Deliver wealth management services to CITI PRIVATE BANK 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.
- 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 with other teams
- Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.
- Appropriately assess risk when business decisions are made, demonstrating 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.
What we’ll need from you
- 1-2 year's relevant banking experience.
- Bacherlor's or Master's degree in finance or economics bacground.
- Demonstrate understanding of Loan Processes, Procedures, Products and Services.
- General awareness of managing, preparing, and reviewing financial documentation
- Proactive with strong sense of responsibility
- Ability to collaborate with team members within and outside of own area.
- Can work well under pressure and multi-task with a sense of urgency.
- Ability to perform well in a dynamic and fast pacedenvironment.
By joining Citi Solutions Center Poland, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed) and enjoy a whole host of additional benefits such as:
- Private Medical Care Program
- Life Insurance Program
- Pension Plan contribution (PPE Program)
- Employee Assistance Program
- Paid Parental Leave Program (maternity and paternity leave)
- Sport Card
- Holidays Allowance
- Sport and team recreation activities
- Special offers and discounts for employees
- Access to an array of learning and development resources
- A discretional annual performance related bonus
- A chance to make a difference with various affinity networks and charity initiatives
Private Client CoverageClient Services
Time Type:
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