Citigroup Inc
SVP Account Management Lead Specialist - Hybrid
Citigroup Inc, Tampa, Florida, us, 33646
The Account Management Lead Specialist is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project.
Responsibilities:
Interface with a portfolio of Clients to develop an understanding of their operating procedures, organization structures and needs in identifying and supporting the delivery Citi Products
Work closely in partnership with Sales and Coverage partners, focusing on revenue expansion and revenue realization through cross sell opportunities
Responsible for driving deals through Implementation ensuring ramp up of revenue from deals implemented and monitoring revenues to ensure retention of existing revenue, manage and report attrition across client portfolio
Be the client advocate in managing the Citi network, +100 countries to ensure client satisfaction
Identify and coordinate new cross-sell opportunities within own portfolio
Drive revenue realization on deals implemented in partnership with the Sales Team and Implementations
Develop and maintain industry knowledge
Penetrate client organization and cultivate client contacts working with the Sales Specialist, Operations and Client Delivery to deliver superior client satisfaction
Track all deals pending Implementation with Client Delivery and Operations partners
Will manage a team
Work in partnership with Global / Regional Solution Sales Specialist in the preparation and delivery
Review, screen and co-ordinate timely responses to all clients related enquiries either personally or through redirecting to CEM, Service, ops or appropriate Product Specialists.
Build effective network working closely with overseas Citibank branches to be client advocate
Co-ordinate and oversee (in partnership with Operations) the updating of customer account and/or product structures.
Ensure CITIKYC/AML requirements met for new business opportunities and work in partnership with Operations and Implementations to ensure deals implemented and support provided to the client where necessary to drive revenue realization
Assist with client communication of product migrations, regulatory changes and market updates for portfolio
Coordinate and work closely with Sales Specialists for client Relationship Reviews and call briefing memos
Responsible for monthly revenue analysis ensuring MIS systems accurately reflects account profitability
Provide support where necessary for the coordination of RFP’s
Manage documentation deficiency and deferral process for assigned portfolio working with Risk and Compliance to ensure adherence to Citi policies
Ensure AML enquiries handled promptly and thoughtfully ensuring adherence to Citi policies
Work with Global partners to ensure references are provided
Drive the Service Quality Process at the cli ent level
Provide client feedback on product, process and service needs
Take ownership, lead and track specific customer issues/problems including pricing and billing issues and work with the customer and internal departments until issues are resolved
This role will allow an individual to develop a good understanding of our clients organization, specific industries and treasury functions
Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation
Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
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:
10+ years of experience
Proven track record of successful client focused activity
Back Office Cash Management or Trade Operations Experience
Advanced problem solving skills
Excellent interpersonal skills, Committed
Trusted team player
High energy and initiative
Time Management and Organizational Skills
Education:
Bachelor’s/University degree, Master’s degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group:
Institutional Sales
Job Family:
Account Management
Time Type:
Full time
Primary Location:
Tampa Florida United States
Primary Location Full Time Salary Range:
$119,680.00 - $179,520.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date:
Nov 28, 2024
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
Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm)
.
View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .
View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo_aa_policy.pdf) .
View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf)
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Responsibilities:
Interface with a portfolio of Clients to develop an understanding of their operating procedures, organization structures and needs in identifying and supporting the delivery Citi Products
Work closely in partnership with Sales and Coverage partners, focusing on revenue expansion and revenue realization through cross sell opportunities
Responsible for driving deals through Implementation ensuring ramp up of revenue from deals implemented and monitoring revenues to ensure retention of existing revenue, manage and report attrition across client portfolio
Be the client advocate in managing the Citi network, +100 countries to ensure client satisfaction
Identify and coordinate new cross-sell opportunities within own portfolio
Drive revenue realization on deals implemented in partnership with the Sales Team and Implementations
Develop and maintain industry knowledge
Penetrate client organization and cultivate client contacts working with the Sales Specialist, Operations and Client Delivery to deliver superior client satisfaction
Track all deals pending Implementation with Client Delivery and Operations partners
Will manage a team
Work in partnership with Global / Regional Solution Sales Specialist in the preparation and delivery
Review, screen and co-ordinate timely responses to all clients related enquiries either personally or through redirecting to CEM, Service, ops or appropriate Product Specialists.
Build effective network working closely with overseas Citibank branches to be client advocate
Co-ordinate and oversee (in partnership with Operations) the updating of customer account and/or product structures.
Ensure CITIKYC/AML requirements met for new business opportunities and work in partnership with Operations and Implementations to ensure deals implemented and support provided to the client where necessary to drive revenue realization
Assist with client communication of product migrations, regulatory changes and market updates for portfolio
Coordinate and work closely with Sales Specialists for client Relationship Reviews and call briefing memos
Responsible for monthly revenue analysis ensuring MIS systems accurately reflects account profitability
Provide support where necessary for the coordination of RFP’s
Manage documentation deficiency and deferral process for assigned portfolio working with Risk and Compliance to ensure adherence to Citi policies
Ensure AML enquiries handled promptly and thoughtfully ensuring adherence to Citi policies
Work with Global partners to ensure references are provided
Drive the Service Quality Process at the cli ent level
Provide client feedback on product, process and service needs
Take ownership, lead and track specific customer issues/problems including pricing and billing issues and work with the customer and internal departments until issues are resolved
This role will allow an individual to develop a good understanding of our clients organization, specific industries and treasury functions
Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation
Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
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:
10+ years of experience
Proven track record of successful client focused activity
Back Office Cash Management or Trade Operations Experience
Advanced problem solving skills
Excellent interpersonal skills, Committed
Trusted team player
High energy and initiative
Time Management and Organizational Skills
Education:
Bachelor’s/University degree, Master’s degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group:
Institutional Sales
Job Family:
Account Management
Time Type:
Full time
Primary Location:
Tampa Florida United States
Primary Location Full Time Salary Range:
$119,680.00 - $179,520.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date:
Nov 28, 2024
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
Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm)
.
View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .
View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo_aa_policy.pdf) .
View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf)
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.