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Relationship Service Officer, Shanghai

发表 2024-04-04
过期 2024-04-09
ID #2100996419
Relationship Service Officer, Shanghai
China, 上海, 上海,
发表 April 4, 2024


The Sales Support Sr Supervisor provides leadership and supervisory responsibility for medium-sized operational/administrative team(s)) of clerical/support employees.

Good understanding of procedures and concepts within own technical/subject area and a basic knowledge of other areas in order to understand how they relate to own area.

Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family.

Improves process efficiencies in support of unit objectives.

Requires a basic conceptual/ practical grounding in policies as they apply to the business.

Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information.

Typically deals with variable issues with potentially broader business impact.

Influences decisions through advice, counsel, facilitating services to others or through joint accountability for volume, quality and timeliness of end results.

No direct responsibility for financial or resource planning.

Work generally affects own team as well as other closely related work teams.

Full supervisory responsibilities.

including duties such as performance evaluation, compensation, hiring, disciplinary and terminations as well as direction of daily tasks and responsibilities.

Responsibilities: Monitors and ensures accurate execution for sales and client request to the team.

Participates in initiatives to improve client and account management process.

Maintains MIS to track end-to-end process for tracking turnaround times of deliverables from team.

Assists in Client Onboarding and monitor smooth process for account opening, documentation and ensure all required documents are well collected, verified, stored and provide clients with feedback on onboarding status.

Provides guidance in the role of subject matter expert in the areas of account opening, tax and local market documentation to both Citi staffs and external clients.

Partners with Account Control team to ensure regulatory reviews of all clients are performed.

Partners with Credit Risk Officers to ensure that all client review materials are in place and completed.

Ensures service engagement is a satisfying experience for clients through ensuring sincere, timely and effective completion of client’s service requests.

Effectively manages risk and foster an environment that is knowledgeable about risk, abides by risk guidelines & controls.

Collaborates with your other regional counterparts to achieve a global, regional or product consistent framework for the services provided.

Leads process Improvement through innovation and transformation projects.

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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications: Bachelors/University degree or equivalent experience or Equivalent Financial Services Experience with 2 + years managerial/sales supervisory experience.

Education: Bachelors/University degree or equivalent experience This job description provides a high-level review of the types of work performed.

Other job-related duties may be assigned as required.|CCCL|BJBR|C11|HJS|LP|------------------------------------------------------Job Family Group: Commercial and Business Sales------------------------------------------------------Job Family: Commercial Sales Support------------------------------------------------------Time Type: Full time------------------------------------------------------Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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 review.


工作类型: 全职
合同类型: 永恒的
薪酬类型: 每月
职业: Relationship service officer

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