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Client Onboarding Analyst

Location:
Belfast
Company:
CitiGroup

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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.
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Success Profile

  • Customer focused 10
  • Enthusiastic 8
  • Quick thinking 10
  • Adaptable 9
  • Efficient 8
  • Digitally savvy 10

Additional Traits

  • Collaborative
  • Curious
  • Detail oriented
  • Goal oriented
  • Good listener
  • Patient
  • Problem Solver
  • Responsible

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Success Stories

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?

I’ve always been the type of person who loves helping and caring for others. That’s 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 that’s 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 aren’t 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 can’t always give them what they want. It’s 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 don’t 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 you’re 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 I’ve ever experienced. The people you work with are going to be the main reason you want to stay!

More 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?

Don’t 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.

More 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 Citi’s 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. I’m 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?

Today’s 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, you’ll find a variety of different job options to consider. You’ll 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.

More Eric

Billing Disputes Expert

Tenure at Citi: 2 Years

Can you tell us a little about yourself and your background?

I’ve lived in Arizona most of my life and I’m married with three kids. I’ve 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 don’t know what they need, so it’s 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 it’s 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 don’t 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?

Don’t take things personally. You’re 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 don’t 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. There’s 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 we’re on the same team. I’ve seen this company bend over backwards to go out of its way to help its employees and accommodate them. There’s a very real sense that Citi cares.

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Spotlight

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Benefits

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

    Citi’s 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.

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Responsibilities

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The Client Onboard Analyst 1 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.

Responsibilities:

  • Processes client’s requests related to system set up including signatories’ updates and documentation lodgment.
  • Co-operates with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes.
  • Provides response to client and internal inquiries.
  • Prepares documentation for archiving .
  • Applies appropriate bank’s regulations while processing the requests.
  • Remains up to date with the current procedures, internal rules, external regulations, and follows the changes in the aforementioned documents.
  • Documents operation procedure updates.
  • Processes clients’ instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to).
  • Verification and authorization of data entered in the systems.
  • Ensures all queries are dealt with in an efficient and timely manner.
  • Escalates urgent / risk issues through the appropriate escalation channels.
  • Co-operates with and supports other teams/employees upon supervisor’s instruction, including possibility of movement to another team and/or process.
  • Performs other crucial tasks instructed by supervisors, e.g. participation in trainings, projects, conference calls, systems’ testing.
  • Ensures high levels of client satisfaction through strong product, process and client knowledge. Identifies and suggests process improvements.
  • Assists in the implementation of validated process improvements.
  • Understands procedures and controls for operational processes. Supports Manager with quality assurance process. Understands procedures and controls for operational processes. Performs within departmental procedures and compliance standards in order to minimize losses.
  • Responsible for coordination of projects around internal processes. Participates in user acceptance test of new systems.
  • Effective execution of day-to-day responsibilities, as well as execution of any other work instructed by supervisor related to this function.
  • Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed.
  • Appropriately assess 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.

Qualifications:

  • Previous experience in financial services preferred.
  • Knowledge of bank products in the scope of opening and maintaining of bank accounts Customer communication experience (internal/external). Knowledge on the field of finances and banking.
  • Flexibility, team spirit, loyalty. High attention to detail. Good PC skills (Excel, Word). Fluent in both written and spoken English. Be able to work under pressure and to meet deadlines. Proficient knowledge of English (written and spoken).

Education:

  • Bachelor’s/University degree or equivalent experience

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Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - GB

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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.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities.

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