Citigroup Client Service Officer in Warsaw, Poland
The Client Service Officer is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Makes evaluative judgements based on the analysis of factual information. They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own job.
Delivering wealth management services to CITI PRIVATE BANK Clients with guidance from the Banker teams
Managing and executing 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
Taking ownership of Client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution
Coordinating account maintenance for all products and reporting on WINS including address changes, telephone number updates, account status changes, rates and fee waivers
Enforcing banking policies and procedures to ensure operational integrity while maintaining high Client satisfaction
Proactively arranging and participating in Client visits and perform service quality check-in calls to Clients
Obtaining Banker/Client appointments to build upon existing or establish new relationships
Identifying and documenting new business opportunities for referral to banker or product specialist
Perform responsibilities through proficient use Citi applications. Participating in service related process improvements
Appropriately assessing 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
Previous relevant experience preferred
Master or Bachelor degree (we might consider last years studies, able to work in a regular working hours)
Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients
Ability to problem solve and analyze data with demonstration of attention to detail
Strong verbal and written communication skills
Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience
Knowledge of investments, banking, and credit products
Stable employment at Citi (Citi Private Bank)
Opportunity for professional development in the international and multicultural organization
Developing opportunities and challenging assignments
Social benefits (medical care, Benefit System, life insurance, pension scheme)
Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - PL
Time Type :Full time
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Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.