Citigroup - Tampa, FL

posted 4 months ago

Full-time - Entry Level
Tampa, FL
Credit Intermediation and Related Activities

About the position

The Customer Service Intermediate Associate Analyst is an entry-level position that plays a crucial role in assisting with customer-related activities and providing resolutions in collaboration with the Customer Service team. The primary objective of this role is to effectively address external customer issues while delivering ongoing customer service support. This position is designed for individuals who are eager to develop their skills in customer service and financial services, and it offers a pathway to grow within the organization. In this role, the analyst will provide operational support across various functions, which includes administering defined procedures, performing analysis, and preparing reports. The analyst will manage a portfolio of clients, ensuring that the service provided meets or exceeds client expectations. They will serve as the primary point of contact for day-to-day complex client inquiries regarding banking products, ensuring that all client needs are addressed promptly and effectively. The analyst will be responsible for managing and owning cases through to a timely resolution, assisting with root cause analysis, and identifying fixes and preventative measures. They will liaise with both internal and external cross-functional partners to ensure that the needs of Citi clients are met or exceeded. Additionally, the analyst will create reports for internal and/or external distribution and conduct research to support various initiatives and ongoing reporting needs. Furthermore, the analyst will provide assistance and mentoring to junior analysts, perform regulatory, audit, and control assessments, and conduct feasibility analyses for process changes as needed. It is essential for the analyst to appropriately assess risk when making business decisions, demonstrating a strong consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets. This includes driving compliance with applicable laws, rules, and regulations, adhering to policy, and applying sound ethical judgment regarding personal behavior, conduct, and business practices. The analyst will also be responsible for escalating, managing, and reporting control issues with transparency.

Responsibilities

  • Provide operational support across functions, including administering defined procedures, performing analysis, and preparing reports.
  • Manage a portfolio of clients, delivering service that meets or exceeds client expectations and serve as the point of contact for day-to-day complex client inquiries regarding banking products.
  • Manage and own cases through to a timely resolution and assist with root cause analysis and identifying fixes and preventative measures.
  • Liaise with internal and external cross-functional partners to meet or exceed the needs of Citi clients.
  • Create reports for internal and/or external distribution and conduct research to support initiatives and ongoing reporting needs.
  • Provide assistance/mentoring to junior analysts.
  • Perform regulatory, audit and control assessments as well as feasibility analyses for process changes, as needed.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.

Requirements

  • 2-5 years of relevant cash management and financial services experience preferred.
  • Consistently demonstrate clear and concise written and verbal communication.
  • Proven analytical and critical thinking skills.
  • Demonstrated ability to build and cultivate partnerships across business regions.
  • Proven project management and leadership skills.
  • Bilingual Spanish and Portuguese is a plus.

Benefits

  • Medical, dental & vision coverage
  • 401(k)
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off packages including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
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