Citi Employment – Junior Product Analyst

Website Citi

Job Description:

The Escrow Product Analyst is a strategic professional who will assist the Escrow Agent Services Team with the servicing of its rapidly growing account base.

Job Responsibilities:

  • Daily interaction with Private Bankers, Banker Associates, Service Officers, and other internal constituents as necessary
  • The Escrow Product Administrator will work closely with Junior Escrow Product Specialists on all aspects of escrow account openings, including account set-up and submissions, monitoring incoming wire queue for new accounts, establishing appropriate cash sweeps for each account and ensuring funds are properly credited to new accounts.
  • Administer / set up fees for new accounts, including fee approvals, waivers, and collection of fees.
  • Work closely with all members of the CPB Escrow Team and Escrow Services Team to provide an exceptional Client Experience to Private Bank clients nationwide.
  • Act as a source of technical expertise within the team on the account opening process – keep abreast of process enhancements and changes and offer support and guidance to team members as needed.
  • Assist with gathering information / preparation of year-end tax reporting.
  • Contributions to the development of new techniques and the improvement of processes and work-flow are encouraged.
  • Ability to work well with other CPB product partners in meeting client expectations.
  • In due time, the Escrow Product Administrator will have direct contact with clients and their attorneys, accountants, third party vendors, representatives, etc.

Job Requirements:

  • Candidate must have strong initiative and work well independently to ensure work is completed accurately and on as timely a basis as possible.
  • Technical skills: thorough knowledge and familiarity with Microsoft Word, Excel, and Outlook is required. Familiarity with internal Citi systems is helpful but not mandatory.
  • Strong communication, problem solving, and analytical skills helpful.
  • Candidate must be well-organized and highly efficient. Ability to effectively multi-task and prioritize assigned tasks is critical.
  • 3 – 5 years of experience in the financial services industry
  • Prior experience with escrow transactions and settlement funds is helpful but not mandatory

Job Details:

Company: Citi

Vacancy Type: Full Time

Job Location: New York, NY, US

Application Deadline: N/A

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