Citi Account Investigator 3 - Branch Client Services - Financials in San Antonio, Texas

  • Primary Location: United States,Texas,San Antonio

  • Education: High School Diploma/GED

  • Job Function: Operations Customer Service

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 16068863


Grade level C04

Hours 8:00 AM - 4:30 PM

Deals with large business accounts. Utilizes computer system to investigate disputes and resolve complex issues. Responds to customers in writing or verbally. Acts as a coach and trainer to new employees. Relied on for system testing projects because of technical proficiency. Works under limited supervision. May support an expansive array of products/services. Demonstrates technical/administrative expertise. Applies specialized functional area skills and basic knowledge, including underlying professional/technical principles or standards, which are well defined. Understands how duties relate with others in the team/unit and how the unit integrates with others in accomplishing the work of the function.


High School Diploma/GED

1 year+ prior customer service experience preferred

Attention to detail

Decision making skills

Highly effective communication (verbal & written) and analytical skills

Thorough knowledge of departmental / division procedures prefrred

Technical proficiency, including Microsoft Word and Excel

Moderately complex math skills

Must be flexible in regards to work schedule being offered