What are the responsibilities and job description for the Cash Management Specialist position at Citi?
The Cash Management Specialist is a Client-facing role responsible for all new Citi Commercial Bank (CCB) Client onboarding, focused on complex product onboarding including the full suite of Cash products. The Cash Management Specialist has a Client-Centric focus and is the central point of contact for the Client throughout the product onboarding process responsible for a superlative and streamlined Client Experience.
The Cash Management Specialist will liaise with the relationship management teams, sales teams and internal stakeholders as needed to gather all Client information necessary to onboard Cash products.
Responsible for the end-to-end digital cash management onboarding process, they will prefill all currently held Client information in the product onboarding packages within the CCB Gateway system and connect with the Client to close any informational gaps identified during this process in order to complete and validate the information. They will ensure that the Cash product package is complete, consistent, and meets all bank and Global policies.
The Cash Management Specialist will also identify inaccuracies or defects that might emerge during the onboarding process and work with the relationship management team, treasury sales and the Client (if necessary) to both explain steps required to resolve these inaccuracies, and help resolve them.
A successful candidate should demonstrate the following behaviors:
Develops our People: Builds talent and teams for Citi by creating a culture of meritocracy and transparency, and celebrating excellence, initiative and courage
Drives Value for Clients: Enables economic value and positive social impact for Clients, companies, governments, and communities
Works as a Partner: Works collaboratively across the firm and encourages others to achieve the best results for Citi and our Clients
Champions Progress: Champions a culture of high standards, pushes for progress, embraces change and challenges the status quo in support of Citi’s vision and global strategy
Lives our Values: Ensures systematically responsible outcomes while driving performance and balancing short and long term risks
Delivers Results: Sets high standards and achieves performance objectives by creating a clear path toward ethical and sustainable results
Responsibilities:
- Provide superlative Client Experience throughout the Product Implementation process
- Act as a single point of contact for the Client throughout the onboarding process
- Guide Clients through the digital onboarding experience
- Responsible for implementation of full suite of CCB cash products, handling or assisting where necessary with complex implementations for both new and existing Clients
- Assist Clients with technical specifications and expertise for new or maintenance implementations including one-on-one support
- Serve as first point of contact for escalated technical issues on implementations
- Work with Clients and attend Client meetings
- Able to lead international implementation requests
- Work and lead implementations with the Domestic Treasury and Trade Solution (TTS) products
- Performing implementation functions for US Domestic CCB products, providing support during times requiring additional implementation resources
- Coordinate with specific product technical support groups in resolving implementation issues
- Collaborate with different operations teams to ensure delivery of services
- Introduce and hand new to Citi Clients over to the Client Servicing organization after a period of time post successful onboarding and product implementations
- Provide coaching and training for junior peers
Requirements:
- Client service orientation
- Excellent communications skills, both verbal and written
- Strong organizational skills
- Strong analytical skills, detail oriented, able to work independently, and with the team
- Strong product and technical skills with capability to understand and read different file formats and specifications
- Ability to prioritize work
- Strong problem solving skills
- Ability to work within a team to achieve a common goal
- Ability to develop working relationships with business partners throughout North America
- Some domestic travel necessary (5-10%)
Experience:
- 6-10 years’ experience working in similar client service and implementation management role in the Financial Services Industry
- 6 years demonstrated experience in project management
Education Level:
- Bachelor’s Degree or above 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:
Implementation-------------------------------------------------
Job Family:
Build Management------------------------------------------------------
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 Accessibility at Citi.
View the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting
-----------------------------
Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.
