cpb transactions processing junior expert, warszawa

warszawa, mazowieckie
job type
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job details

warszawa, mazowieckie
6-12 miesięcy

job type
job category
contract type
umowa o pracę
job time type
pełen etat
job system


sebastian kuryło+48 501331243
reference number
/492/11/2018/SK - 55326
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job description

A Client Service Officer (CSO) will provide excellent client service in partnership with the Private Banker teams by:

Supporting the processing of transactions for Private Banking client accounts, e.g. Fund transfers, external payments, creation of deposit placements, purchase / redeem Equities / Funds / Bonds

Manage the day-to-day administrative needs of clients to ensure timely execution of transactions and to enhance customer satisfaction.

what we offer

  • Potential requirement to travel to other CPB EMEA initiating / booking centers (London, Jersey, Geneva) for training and ongoing process improvement purposes
  • Shift based hours (8 hours per shift between, 8am and 7pm) to ensure coverage across EMEA time zones.

your tasks

  • Take an active role in streamlining processes and delivering change initiatives
  • Process all client related transactions in a professional and timely manner related to internal/external payment requests, Trade execution and all other types of transactions across banks internal systems.
  • Daily cash management, problem resolutions relating to cash management, research and order processing for clients
  • Understand how to execute transactions across the broad array of Citi products
  • Input buy/sell orders for stocks and bonds
  • Organize and track tasks, following up on pending items to ensure timely execution
  • Process client credit card applications and obtain statement copies
  • Adhere to all regulatory, internal Compliance and AML policy requirements
  • Flag potential illegal or improper transactions and comply with all regulatory policies and control procedures
  • Develop knowledge base and skills through specific internal courses
  • Serve as a valued resource to team members and colleagues by sharing knowledge, information and best practices
  • Work closely with Associate Bankers, Client Service Officers and Client Account Officers in initiating and booking centre locations
  • Respond promptly to all requests from initiating and booking centres promptly and effectively to resolve related problems
  • Minimize operational risk through appropriate quality control and procedures
  • Maintain a high quality of delivery
  • Provide support in training new members of the team
  • Drive a service of excellence approach

what we expect

Knowledge /experience:

  • The successful candidate should have a broad range of product knowledge and applicants should be numerate, computer literate with the ability to understand new systems quickly.
  • Industry experience within Private Banking, Financial Markets and a varied knowledge would be preferable.
  • Knowledge and experience of Citi Private Bank a bonus.


  • Fluency in spoken and written English, other languages an advantage.
  • Ability to cope with ambiguity & change – high adaptability.
  • Team player
  • Ability to challenge status quo and continuously optimize processes and tasks in own area of responsibility.
  • Strong communication skills
  • Pro-active, shows initiative and driven


  • Degree educated, preferably in a Finance, Business Management or Economics discipline, however exceptional candidates with other qualifications will be considered.


  • Ability to prioritize and manage multiple deadlines, work to tight schedules and provide a fast and efficient turnaround of tasks and problem resolutions.
  • Ability to build effective working relationships across hierarchal levels and functions.
  • Numerate, analytical mind, with strong problem-solving skills.
  • Attention to detail

Employment Agency - registry number 47