Service Analyst CBPS

Citigroup Inc.; Philippines; On-site; PHP 350,000 - 480,000; Full time

Job summary

Citi in Taguig (Hybrid) is seeking an entry-level Service Analyst to support offshore Citi clients with world-class service. The role focuses on delivering a superior phone and digital banking experience while addressing inquiries, billing, disputes, and other service-related needs.

The position emphasizes compliance, risk awareness, and professional conduct to protect Citi and its clients. Applicants should have a Bachelor's degree and relevant licenses (Series 6/26).

Qualifications

• Bachelor's degree or equivalent experience.
• Strong knowledge of US and Canada regulations.
• Experience with securities, insurance, and mortgage lending laws.
• Excellent verbal and written communication skills.

Responsibilities

• Assist with administration of compliance procedures and control systems.
• Ensure accuracy of research and compliance advice for sales force.
• Prepare written and verbal reports for senior management on status and trends.
• Support with implementing changes and improvements based on recommendations.

Skills

Verbal and written communication

Relationship management

Problem solving

Compliance knowledge

Education

Bachelor's degree

Tools

Series 6 License

Series 26 License

Job description

## Service Analyst CBPSApply: Hybrid: Taguig Philippines: Full time: Posted Today: 26999003The Service Analyst 1 in CBPS is an entry-level position servicing off-shore clients of Citi . The overall objective of this role is to provide world class service excellence to Citi global clients by offering a remarkable phone and digital banking experience. Additionally, the role handles customer service-related concerns of Citi clients that may involve general service inquiries, billing and disputes, credit, collections, retentions, mortgage, fraud, telesales, rewards inquiries and fulfillment.**Responsibilities:*** Assist with the administration of compliance procedures and control systems for the business review department, including monitoring, researching and responding to compliance related inquiries across all product lines* Ensure accuracy of research and compliance advice provided to members of sales force team* Develop information regarding required changes in reports and procedures* Assist with the preparation of written and verbal reports for senior management on compliance program status, issues, trends and concerns* Support sales force and management by implementing recommendations concerning changes, improvements and enhancements* Apply knowledge of how the team interacts with others in order to accomplish Customer Service goals* Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.* 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:*** Previous relevant experience preferred* Series 6 and 26 License.* Fundamental understanding of industry regulations in the US and Canada, extensive understanding of systems, products and culture* Proven knowledge of securities, insurance and mortgage lending laws and regulations as they apply to sales practice issues affecting the sales force* Effective verbal and written communication* Influencing and relationship management skills* Proven ability to creatively solve problems**Education:*** Bachelor’s/University degree or equivalent experienceThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.