CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
The Customer Account Specialist (CAS) main responsibility is to manage/lead/develop the ongoing relationship with Commercial Card Clients ( Multinational corporate clients with a Small to medium size cards programme ) following implementation.
This includes driving client satisfaction, programme optimisation/growth/development and acting as a point of escalation for Customer Services.
The needs and dynamics of each client programme and relationship with Citi varies based on the size, complexity and product mix of the clients Commercial Cards programme.
CAS and clients are matched taking these factors and any language needs/product specialism into account.
CAS provides a single Citi window for the client through regular calls and periodical meetings with senior Client representatives/decision makers who are responsible for leading Card Programmes within our clients.
Ensure a Seamless Transition from Implementation into Business As Usual for new programmes and influence the optimal running of the programme from launch (e.g. low declined transaction rates, appropriate cardholder and group credit limits, Direct Debit set up maximized/late payments managed rigorously)
Ensure that Front and Back Office are aware of the new client launch and any process exceptions/programme specifics
Be a single point of contact, Post Implementation for Clients and their Program Administrators (PA) and client decision makers
Drive consistently high levels of client satisfaction
Continually increase their own knowledge and understanding of the clients' card program
Leverage existing relationships to drive expansion of issuance and spend among current programs (new countries, new entities)
Create opportunities for proactive program improvement in concert with Commercial Cards Account Management/ Citi wide Relationship Management and other functional areas
Frequent proactive client communication. Lead regular conference calls and resulting action plans. Schedule, organise and lead regular client service reviews in collaboration with Commercial Cards Account Management/ Citi wide Relationship Management and other functional areas where relevant
Influence the client to ensure that their programme operates optimally for both them and Citi
Day-to-day issue resolution with key contacts at the client's organisation with an emphasis on resolving the root causes of any issues
Issue Escalation - Taking ownership of issues and coordinating fast resolution
Addressing the root causes of any recurring issues with Citi and Client functions
Assist the Call Centre and Back Office functions with day-to-day cardholder problem resolution - very little direct contact with cardholders
Reconciliation of client financials relating to inbound payment files for onward crediting to individual cardholders
Managing clients stock of plastic cards (if client specific) and associated collaterals related to card issuance by proactively tracking actual usage against client projections
Identify trends and carry out margin analysis to ensure smooth operation of the program
Create Opportunities for Proactive Programme Improvement. Practice effective continuous process improvement within Operations and with our clients to reduce errors, bottlenecks and ultimately, costs
Identify areas to cross sell cards products / solutions to existing clients and work with the Citi teams to develop these leads.
Grow programmes through new countries, changes to scope, additional spend types
Ongoing Programme Analysis (Declined transactions, timeliness of payments, Reasons for cardholder contact)
Engage and coordinate relevant Citi resources as needed to support the Client e.g. Operations, Product, implementations.
Candidates must be strongly customer-oriented
Self-motivated, highly energetic, analytical problem solvers, and possess good relationship management skills, keen attention to detail and excellent time management skills.
Bachelor's/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.
Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - PL Time Type :Full time 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. 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 CLICK HERE . To view the "EEO is the Law" poster CLICK HERE . To view the EEO is the Law Supplement CLICK HERE . To view the EEO Policy Statement CLICK HERE . To view the Pay Transparency Posting CLICK HERE .
Internal Number: 6742997
eFinancialCareers is a career site specializing in financial services.