Client Onboarding Lead Analyst - Vice President (Albany)

  • Albany, NY


: $205,500.00 - $205,500.00 /year *

Employment Type

: Full-Time


: Executive Management

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Because our Customer Service Agents care, in 2017 we ranked No. 1 in customer satisfaction.What progress will you make? Our employees are energetic and dedicated individuals who work in a fast-paced and challenging position that relies on the ability to think and react quickly, formulate creative solutions to pressing problems, and serve clients with dedication. Our employees serve as the human voice and personality behind the Citi brand as they provide quality customer service with each and every client interaction. Get inspired and hear what employees who started their careers in customer service have to say about Citi. Erica Escalation Specialist 5 Tenure at Citi: 10 years How did you begin a career in customer service? Ive always been the type of person who loves helping and caring for others. Thats what customer service is all about. so I thought it would be a good fit! I started here at Citi because it also helped me get through college. The flexibility and hours available to work at night immediately made it an appealing environment for me along with the tuition reimbursement. My father and sister worked here at Citi before I did, and thats how I heard about this job. What does your day-to-day job entail and what do you like most about it? My day-to-day job entails speaking with escalated customers by phone. My job consists of reviewing customer accounts and making decisions based on specific account scenarios. As a phones supervisor, what I like most is having the entitlements to help the customer if the situation warrants it or their account qualifies. I also deal with a lot of one-off situations that arent very common, which makes the job interesting, too. What do you enjoy most about your role? What I enjoy most about my job is the ability to reassure, calm, and care for upset customers. I really enjoy making customers feel valued, acknowledged, and appreciated, even if I cant always give them what they want. Its extremely satisfying making someone who was angry, happy by the end of the call. What skill set does someone working in this kind of area need? To perform this role, you have to be an excellent communicator and phenomenal listener. You must work well under pressure, and have excellent time management. You must be confident, firm, and assertive in all situations. What advice would you give to someone looking to break into a career in customer service? Always use positive language, be a leader, and learn from your mistakes! Where can a career at Citi take you? It can take you so many places! You can do management, training, project management, and so much more; you dont have to just be on the phones. There are many opportunities to explore! What makes Citi a good place to work? Citi is a good place to work because they are committed to a work-life balance. Citi is flexible with shifts offered, whether youre a student or new parent. The pay is extremely competitive and the benefits like vacation time, health insurance, and tuition reimbursement are all added bonuses. Citi really takes care of its people. What is the culture like at Citi? The culture at Citi is one of the most diverse, collaborative, inviting, and personal Ive ever experienced. The people you work with are going to be the main reason you want to stay! Megan Citigold Customer Service Tenure at Citi: 3.5 Years Can you tell us a little about yourself and your background? I have worked in Customer Service since my first job at age 14. I grew up and live in Northern Kentucky and I have a 3-year-old son. How did you begin a career in Customer Service? I worked in the restaurant business until I started at Citi in 2014. I worked my way up to management. What does your day-to-day job entail and what do you like most about it? Citigold agents follow through with clients from beginning to end. We solve multiple complex problems every day. What do you enjoy most about your role? I really like interacting with people from all over the world. I like solving complex problems presented by our clients. What skill set does someone working in this kind of area need? Patience and understanding are very important. When speaking with a client, you never know what is happening in their life. You need to be sensitive to their needs. What advice would you give to someone looking to break into a career in customer service? Dont give up. It will seem hard in the beginning, but once you get into the swing of things it will come more easily. Where can a career at Citi take you? Not only can you climb the ladder within Citi but your experience here could help you with future career opportunities you may have outside of the banking world. What makes Citi a great place to work? Great work-life balance, amazing benefits, and vacation time. What is the culture like at Citi? The culture is very diverse. I also love the culture within our teams. It is like having another family at work. Nandish Branch Operations & Service Head Tenure at Citi: 11 years Can you tell us a little about yourself and your background? I am an accidental banker with no background or family member in the banking industry. In fact, what led me to being a banker was a customer service job in BPO. Having worked in the customer support function, I developed immense interest in customer service and was keen to move to a customer-facing function or a role on the front-end giving me the opportunity to interact with customers. I joined Citi in 2006 and have since been associated with this brand and worked in multiple functions across multiple locations. I currently manage Citis flagship branch in Bangalore City. I have over 15 years of experience in customer service and banking. I hold a postgraduate degree in business management. Travel, music, and food are my passions. How did you begin a career in customer service? My journey with customer service began early in my work career when I used to work for the phone banking division of Citi, where providing the highest level of care to problem solve for customers was the top priority. It meant I was talking to very happy customers, upset customers, frustrated customers, etc. What I loved the most was solving customers issues smoothly and leaving them satisfied or even happier than when then originally called. Im thankful I got an opportunity to make customers feel valued irrespective of the situation. What does your day-to-day job entail and what do you like most about it? On a typical workday, I am responsible for overseeing a team that provides a comprehensive client service. The primary focus is on enhanced service excellence to Citibank customers across client segments and channels of delivery, and seamless execution of retail banking solutions that are within a controlled environment. Primary responsibility includes managing the level of service quality to ensure high-quality customer satisfaction in all aspects of retail branch banking processes & procedures. What do you enjoy most about your role? I love it when you take an unhappy customer who might be at the point of giving up and turn him/her around to a happy customer that is ready to give you another chance. I enjoy the people I work with. It is a fun and friendly atmosphere and I actually look forward to going to work every morning. What skill set does someone working in this kind of area need? Patience Listening Attentiveness Clear communication skills Knowledge of the product Ability to use positive language Time management skills. Ability to read customers Goal oriented focus Persuasion skills Willingness to learn Most importantly - Empathy What advice would you give to someone looking to break into a career in Customer Service? Todays competitive environment revolves around the customer, where customer is the king and choices are many. Everyone today is selling something product, service, idea, etc. However the key differentiating factor is how you handle the customer and the level of service that is provided. Inability to provide utmost satisfaction to the customer cannot lead to a long association with the products that the franchise has to offer. If you enjoy working with people and thrive on making others happy, a career in customer service could be exactly what you need to fulfill your ambitions. There are customer service jobs available in almost every industry. With the right skill set and the desire to help people, youll find a variety of different job options to consider. Youll also have the opportunity for job growth and will be able to move up the career ladder. Where can a career at Citi take you? The customer service career pathway prepares you for a variety of positions that involve problem solving, meeting the needs of clients, and working with large diversified teams. Beyond the opportunities for personal growth, the road to and through customer service can lead to career advancement. Some next-step roles may include: Management/Supervisory roles Product Development/Marketing Department Sales Positions Training & Development Compliance What makes Citi a great place to work? I believe people and a firm's culture are very important in one's decision to work at a certain company. I think I would say that what makes Citi really unique is its diversity and the ability for employees to collaborate and innovate. Our leadership is exceptional and the connection with all employees in the organization across levels is something we admire. We have 200 years of legacy, experience, and brand value that no other company can offer. What is the culture like at Citi? A truly strong culture that offers mutual support, promotes trust, rewards employees' efforts, and ensures that employees know their work is meaningful. This is clearly visible in our mission to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress and how all employees are aligned to this. Eric Billing Disputes Expert Tenure at Citi: 2 Years Can you tell us a little about yourself and your background? Ive lived in Arizona most of my life and Im married with three kids. Ive worked a lot in customer service and related roles. Before working in Citi, I was self-employed as a financial advisor. How did you begin a career in customer service? I first started working in customer service in retail. I spent a lot of time helping people find things and answering questions about products. I learned early on that sometimes people dont know what they need, so its important to ask questions and get to know your customer a little. What does your day-to-day job entail and what do you like most about it? My day is spent reviewing disputes with our card members and helping them understand the current status of their dispute. Educating our card members about their disputes is very important, as its a confusing process. I like the challenge that is presented. Every call is different and finding the solution can sometimes be more complicated than it appears. What do you enjoy most about your role? Every call, even calls about the same kinds of disputes, can be different. This can keep the calls fresh and prevent you from settling into a boring humdrum of repetition. The people that I work side-by-side with are great. What skill set does someone working in this kind of area need? Patience and empathy. A lot of calls are from people who dont understand the process and want to know why a charge was put back on their account. We have to take the time to understand their point of view and educate them on the best path to take to move the dispute forward. What advice would you give to someone looking to break into a career in customer service? Dont take things personally. Youre going to occasionally get a call where someone is mad and they are yelling. These people are mad at a situation, not at you. Also, if you dont know the answer, take the time to ask someone. Where can a career at Citi take you? Citi is full of opportunities! There are many different departments and various opportunities to move up. Work hard and stick with it and you can achieve any kind of goal. What makes Citi a good place to work? The environment at Citi is great. Theres a certain solidarity in Citi amongst everyone. Also, hard work pays off and is recognized. What is the culture like at Citi? Citi cultivates a culture of oneness and respect. I can talk to anyone from anywhere in the country in Citi and get the sense that were on the same team. Ive seen this company bend over backwards to go out of its way to help its employees and accommodate them. Theres a very real sense that Citi cares. Quote Great retention and advancement opportunities with Citi. The company is committed to increasing customer excellence both internal and external. Mortgage Default Collections, Florence, KY Quote Great pay, benefits, flexibility! I've been with the company since 2000, relocated to different locations and love my job. Customer Service Representative, Jacksonville FL Quote Company strives to not only provide the best customer service but also strives to provide a great environment for their employees and provide employees with services to keep them happy as well. Customer Service Representative, Boise ID Quote Professional environment, actual care and concern for the clients and customers, fantastic benefits, amazing ways to give back to the community. Citi offers a variety of benefits and resources to help you live well. Use them to invest in yourself, including your health, future, and well-being. Living well is about more than good physical health. It's about your financial well-being, too. That's why we offer a variety of resources to help you save and be well in all aspects of your life. Healthcare Your Citi health benefits are a valuable part of the rewards of working at Citi. Specific coverage varies by country. Insurance Citi provides a basic level of life insurance coverage, as well as the opportunity to enroll in additional coverage. Retirement Savings Citis retirement programs enable you to make a plan for retirement and support you in achieving your savings goals. Well-being Your Citi benefits include programs intended to help you improve your health and reduce healthcare costs. Citi employs a team of dedicated Onboarding Professionals to manage every aspect of our Clients Onboarding including Know Your Customer, documentation, credit, legal, operational flow, technology and testing. The Platinum Client Onboarding team is a Global, cross asset class function for ICG Markets that strives to provide the best client experience amongst our competitors. Capable of enabling any client type, in any region to trade any product against any entity efficiently. Main areas of interaction External Clients All departments within Capital Markets Sales Compliance Legal Credit Settlement Ops Accounts Control Operations/KYC Middle Office ISG Business Analysts ISG Management Knowledge/Experience: The candidate must have a strong onboarding background, or previous Client Facing, Middle Office or financial operations role. Knowledge of Capital Markets structure Past success in contributing to business transformation/change projects Experience of working within a strong regulatory/control environment Strong understanding of Microsoft Office applications; specifically EXCEL, Word and Power Point. Skills: Excellent leadership and teamwork skills Strong customer service skills. Strong Onboarding/KYC knowledge Strong Analytic ability, attention to detail and strong problem solving skills. Excellent Interpersonal skills (written/verbal) ability to build relationships quickly and to gain respect/influence with key clients/internal contacts across all organizational levels. Ability for focused follow-ups/ability to hold people accountable for next actions. Ability to plan and organize workload within tight deadlines, meeting day-to-day objectives as well as longer term strategic goals. Qualifications: Degree level educated, or equivalent, with a good general academic background. Related market qualifications a plus. Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience. Competencies: Communication. Planning & Organization ability to manage large workloads and balance multiple priorities. Interpersonal & Relationship Building. Customer Service Orientation. Strong Initiative & Proactive. ---- Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - US ---- Time Type :Full time ---- Citi is an equal opportunity and affirmative action employer.Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity. Citigroup Inc. and its subsidiaries (\"Citi) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity CLICK HERE.
Associated topics: analyst, banking, cash, finance, financial, financial controller, investment banking, kpmg, tax, treasure

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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