Jobs at Citi

Corporate Sales and Solutions Client Specialist is a new role that will sit within the business part of the Client Facilitation Team within Global Corporates Sales and Solutions, with dual accountability to the designated sales product or regional head. This is a critical role that will equally improve both the ‘First Line of Defence’ (FLOD) and the Client Experience through:

• Improving the ease of doing business for clients by having a focused, knowledgeable team able to provide cross product solutions to recurring issues.
• Remove the administrative burden from sales enabling the sales-force to focus on true value add and client engagement.
• Drive improvements to internal efficiency (e.g., KYC/CO) through a centralised client service and support team able to both diagnose issues and identifying potential solutions.
• The reduction of manual intervention e.g., improved STP, through the remediation of data and hierarchies (coverage & risk)

Job Purpose:

Become an integral part of the East Africa CSS Team for both internal and client-facing day-to-day tasks and help coordinate long-term projects to improve internal processes and help manage regulatory change. The specific day-to-day tasks and long-term projects may change over time.

Key Responsibilities:

• Proactively support East Africa CSS to manage the ‘First Line of Defence’
  • Ensuring post-trade processes are managed efficiently and effectively such as:
    • Prompt resolution of booking issues causing operational issues.
    • Prompt resolution of settlement issues and margin disputes etc.
  • Monitoring of the desks first line controls such as:
    • Minimizing credit line breaches.
    • Ensure credit facilities are sufficient and maintained to support trading.
  • Act as a point of escalation and own resolution of operational issues between sales and support functions.
  • Diagnose the root causes as issues arise and identify both tactical and strategic solutions owning the delivery.
• Proactively mitigating client impact whilst enhancing the client experience
  • Ensuring client set-up is accurate and right first time:
    • eComm, Risk or Operational Platforms.
  • Client On-boarding and maintenance:
    • Ensure new clients or client accounts are requested, prioritised and set-up in a timely fashion
  • Prompt escalation and resolution of client issues.
• Develop and maintain presentation and other material for internal purposes (Monthly Business Reviews, Senior Business Reviews, etc.)
• Assist with external presentation for client workshops, training, etc. with focus on formatting
• Help collate data to help the team in monitoring and analyzing FX portfolio performance
• Compiling market updates from Citi research portal / Citi Velocity and by gathering info from local teams for specific markets
• Assist in credit limit calculation and credit charges, as well as monitoring credit limit usage
• Responsible for general administration duties as necessary such as calendar management and event coordination
• Assist with control and supervisory framework to ensure adherence to audit and control policies
• Support the East Africa CSS Team in market expansion initiatives on both Global subsidiaries, Public Sector and Local Corporates Segments

Knowledge/Experience:

• 1-5 years of experience in Capital Markets or in Operations, Risk, Client On-boarding, Middle Office or,
• Understanding of Markets Products or Financial Degree
• Some experience working in a financial organization may help

Qualifications:

• Bachelor's degree with minimum Upper Second honors (or equivalent)

Skills:

• Proficient with Microsoft Office, Bloomberg or credit risk and settlement systems.
• Excellent interpersonal and communication skills
• Superior quantitative / problem-solving skills
• Some knowledge of the products, clients, and business dynamics (flow derivatives, indices, single-stock, exotics, multi asset equity derivative products) will help.
• Good understanding of Client Marketing needs

Competencies:

• Self-motivated, innovative, results-oriented individual
• Highly organized individual with special attention to detail
• Strong time management / prioritization skills with ability to manage multiple competing priorities and deadlines at any given time
• Ability to work effectively both individually and within a team environment, and to interact professionally with other departments

go to method of application »

The Kenya TROPS Supervisor is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

Responsibilities:

• This role will manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the loan process. Activities will include independently processing and closing loans within a complex loans operation environment
• Involves in providing day-to-day loan transactional processing which may include booking cash transactions and making payments, performing loan reconciliations, inputting general ledger entries and (complex) calculations. In addition, there will be possible interaction with other counterparties around positions and outstanding balances/claims.
• Supports an expansive and/or diverse array of products (risk and control) /services.
• Follows established procedures to identify and resolve problems related to loan documentation/processing activities that require investigation or research.
• Makes recommendations to management to support process improvement.
• Resolves problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
• Designs and analyzes moderately complex loan documentation reports to satisfy management requirements, support/control activities, and the launch of products/services.
• Makes evaluative judgments based on the analysis of factual information, and provides assistance in the implementation of loan documentation process improvements.
• Minimizes risk to the bank through increased knowledge of procedural requirements - understands and monitors errors to suggest solutions to reduce errors, and to adhere to audit and control policies
• Timely management and escalation of all inquiries and issues related to loan processing
• Has direct interaction with external customers to disseminate or explain information
• Demonstrates an intermediate level of understanding of products and processes, and of how duties relate/integrate with others in the team and closely related teams
• Demonstrates an excellent knowledge of Bank related systems.
• Utilizes communication, interpersonal and diplomacy skills to interact with colleagues and stakeholders, and to exchange potentially complex/sensitive information, while being sensitive to audience diversity
• Individuals at this level exhibit executional capabilities
• 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.

Skills: Prefer to have

• Some Knowledge of Loan Processes and Procedures
• Some Knowledge of Loan Products and Loan Services 
• Some Knowledge of risk types, policies and control measures and processes                                                                                                                                                          

Skills: Nice to have    

• Basic Knowledge of accounting principles and accounting practices
• Some Knowledge of Business Processes, Systems and Tools used in the Loan Process
• Some experience managing, preparing and reviewing loan documentation  
• Typical Awareness of the industry, competitors and trends
• Basic Knowledge of Financial Products, such as Cash Management, Treasury, the Trade Lifecycle
• Some understanding of compliance with applicable laws, rules and regulations, and adhering to Policies  
• Basic ability to provide evaluative and ethical judgment to make decision
• Basic Ability to identify, mitigate, resolve, manage, and escalate risk and issues
• Basic Ability to view multiple perspectives, prioritize, adapt and multi-task
• Basic ability to think strategically, considering the end-to-end, adjacent impacts to the broader system; to formulate strategies and innovate
• Some understanding of how to analyze and think critically and conceptually and interpretively to solve problems.
• Includes ability to identify opportunities, assess needs, conduct qualitative and quantitative analyses, synthesize insights and provide recommendations.
• Effectively communicate (written and verbal) and present with diplomacy;
• Ability to build and manage relationships through advising, collaborating, influencing, negotiative and persuading.
• Elementary knowledge to plan (long-term, medium-term and short-term), create and manage budgets and reduce expenses / save costs
• Some knowledge to identify opportunities to improve, and design processes and standard operating procedures, including managing KPIs and SLAs to monitor and enhance service quality and process integrity.
• Basic experience in implementing projects for system Implementation, technology enhancements through project management and coordination skills
• Basic experience in leading, managing accountability and managing complexity;
• Ability to coach, facilitate and guide to achieve results

Qualifications:

• Relevant experience, or equivalent industry experience
• 0-2 years relevant experience
• Consistently demonstrates clear and concise written and verbal communication skills
• Ability to work in a collaborative team atmosphere
• Ability to perform well in a dynamic and fast paced environment
• Detail-oriented
• Can work well under pressure and multi-task