Citi Account Specialist III in San Antonio, Texas

  • Primary Location: United States,Texas,San Antonio

  • Education: High School Diploma/GED

  • Job Function: Operations

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 16063163


We’re looking for an Account Specialist III to join our world-class team

Provide excellent customer service to our Clients, Bankers, Relationship Managers and associates to requests sent via email to the Business Banking Service Team (BBST) folder which is filter through our G360 system.In addition, will service office communicator inquiries from internal clients/partners regarding specific customer service related questions and concerns with all online and cash management products.

Position requires strong problem-solving skills, strong communication skills both verbal/written, effective decision making to resolve inquiries by comply with company policies and procedures to consistently meet performance targets.Candidate will operate in a goal-oriented environment, achieving individual and team performance targets and core competencies

Position will require applicant to communicate over the telephone, via email, or office communicator with clients, Banker, Relationship Manager and internal personnel to perform financial, service transactions for consumer customers.This includes the following: online trouble shooting, scheduling of training request, training of products for our Cash management, scheduling, verifying, reviewing, and investigation bill payments, updating merchant information, initiating bill payment investigations, servicing cash management products and performing bill payment account maintenance. Perform changes to account demographics. Complete any post call processing necessary to resolve customer issues and use correct resources. Evaluate the resources available to assist the customer and use correct resources.

Be a part of the work we do to enable progress around the globe

For the past 200 years at Citi, we have a drive to help clients move from ambition to achievement. Our company has been one of the foundational components of today’s modern financial infrastructure—this gives us a level of unmatched expertise in tackling the world’s most complex challenges and connecting across capabilities to enable lasting progress for our clients.

We attract and nurture local talent from all over the world, ensuring our people are both deeply attuned to regional needs but also bring a global mindset to help clients, communities and nations move forward. Our culture is fueled by men and women with the passion to push beyond borders and boundaries, and the wisdom and courage to do what’s right.

Citi’s Commercial Bank embodies our unique purpose as the global bank of choice for trade-oriented, mid-sized companies who see us as trusted thought partners that bring simplicity in an increasingly complex world, client-centric solutions for long-term growth and pave the way for them to reach across borders and achieve their global vision.

Did you know…

That Citi helped devise a plan and funded The Public Lighting Authority of Detroit to re-illuminate the city? See what else we’ve achieved to enable progress for our clients:

A Successful Account Specialist III 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

On a daily basis, an Account Specialist III will be responsible for the following

·Operate in a full service environment to resolve complex and expansive set of customer inquiries across multiple systems.

·Navigate multiple systems and service customers across platforms; which, adds complexity to the positions scope.

·Maintain detailed knowledge of a subset of product and service offerings to customers.

·Analyze risk areas and identify solutions to meet customer's need.


A successful Account Specialist III has these skills

·Familiarity with existing G360 platform and existing work streams recommended

·Must be proficient with CitiBusiness systems, including workstation

·Must have excellent time managements skills and ability to work independently to reach production goals

·Proven ability to communicate both written and verbally

·Demonstration of excellent organization skills

·Proven ability to work well with others; must be a good team player

·Strong problem solving skills and the ability to make quick, effective decisions

·Must be able to demonstrate an empathetic approach with our clients and a warm, respectful tone while consistently meeting and exceeding our customer's expectations.

·Must utilize exceptional judgment to solve the dispute in a manner that delights the customer while minimizing operating loss/liability through interpretation and adherence to Association rules/regulations.

·Must be willing to remain proficient in call handling, and will be leveraged to phone production in times of need


· High School diploma or GED

·One year or more experience in Business Banking preferred, and ability to perform Service Associate 3 duties

·Experience in a Customer Service environment required