Securities Processor Level (Former Employee) – Mississauga, ON – 15 March 2017
Depending on which manager you get can make or break the experience. Over the span of the time I was employed, I had 2 managers. The first I really enjoyed working with, who supported her team. The second was the opposite where everyone fended for themselves, and the manager would not hire new employees to replace those who left. The remaining team had to take on the additional workload with no additional support.
Lots of days of overtime and late nights completing projects/assignments.
Branch Account Executive (Former Employee) – Surrey, BC – 10 July 2014
I would answer all phone calls, collect all payments, collections, complete loans and mortgages, solicit, filling, all office duties. I learned alot about how to run an office and complete loans and mortgages. My co-workers were encouraging and help ful. The hardest part of my job was the constant soliciting of the same lists. The most enjoyable job was the interaction with the customers and the job its self I enjoyed working in that enviroment and the great hours.
Responsible for office cash intake. Organized and filed confidential documents. Prepared account statements, loan files, receipts, and bank deposits. Met with clients to discuss potential future business. Sold home, auto, and personal contents insurance while exceeding monthly targets regularly. Answered telephone in a professional manner, and assisted customers with inquires, relayed messages, and scheduled appointments. Reviewed credit bureau and offered effective financial advice. Approved clients for personal, consolidation, equity loans, and second mortgages.
Branch Account Manager (Former Employee) – Edmonton, Alberta – 17 June 2014
I would see many people to discuss their financial situation and go over what they need or want to make their life better. The hardest part of the job was to tell someone who really needs a consolidation loan they are not approved due to their debt service ratio. The most enjoyable part of the job was going into work everyday knowing that you will be able to help someone whether it be a customer or employee to improve in some way.
Challenging, fast-paced environment with many advancement and incentive opportunities.
Branch Manager (Current Employee) – Nanaimo, BC – 29 May 2014
A typical day is never typical!
Many aspects of this business is target driven, but with customer focus in mind first. We provide various types of lending, including merchant financing plans, while managing past due accounts, expediting insurance claims, general administration, and upholding the highest level of compliance.
It's very rewarding to assist people in need whether it be short-term fix, or long-term solution. We create solutions when clients encounter financial hardship and work with them step-by-step.
Lateral movement and advancement is encouraged. There are many roles to fill and supportive colleagues to assist in the journey.
I've met lifelong friends from across the country thanks to the company sending me for training and kick-off meetings to places such as Toronto, Montreal, Baltimore, Chicago, and Houston.
Many opportunities to learn, included adapted Harvard courses. The incentive and benefit plans are excellent.
It's fast-paced and target driven which isn't for everyone. Due to smaller branch sizes, it can be difficult to remain anonymous should you have concerns about a colleague.
• Development and train new and present employees • Generate new mortgage and personal loan clients • Maintain existing clients accounts • Foreclosures and Loss mitigation • Real Estate and Personal loan underwriting
Telemarketer/Agent (Former Employee) – Philippines – 14 May 2014
selling citibank credit card thru phone i learned how to communicate and sell thru phone its a good company and good co-workers hardest part of the job is its a commission basis job, you have to sell and convince a customer to get and avail credit card before you get your commission or salary, but i enjoyed working there because of my co-workers that i became friends with
Citi's consumer finance wing dealing with sub-prime lending. At the time the model was aggressive growth, but I believe that slowed down after the financial crisis. Dealt with everything from business development, credit analysis, and managing delinquency.
Fast pace Enviroment, Organization skills, Work independently,Team work, Meet deadlines, Diverse workplace, monthly birthday celebration
Cash Administrator (Former Employee) – Mississauga, ON – 1 May 2014
A day would begin with planning and organization as every step requires a timeline, no room for errors as this will result in delay of payment to the clients. Your busy from 8:00am-2:30pm, non stop. You must have the ability to multitask with shifting priorities and to work independently.
Co-workers were great, very friendly and always willing to help. My working environment was very multicultural you learned a lot. On special dates (15-31 of the month) payments are greater in volume, so the team comes together to get the job done. All deliverable and timelines are met.
I guess the hardest part of the job was when someone calls in sick, the workload becomes heavy along with shifting priorities.
What I enjoyed was the morning huddle, we would spend 10-15mins to discuss previous day work and current day... very informative. And of course the monthly birthday celebration, every team would come up with a theme for the next celebration...sometimes it became competitive but fun.
Management would provide breakfast every quarter to staff (Appreciation)
Project Manager and Operations Consultant (Former Employee) – Mississauga – 29 April 2014
I had worked previously for Citi on a different role and my experience with this role was excellent. The senior management team allowed me to make all project decisions and was the main contact with IT. My co-workers were excellent. We learned to work together and we surpass all project deadlines
Was very familiar with the transfer agency system and was given the authorite for all decisions
Branch Account Executive (Former Employee) – Duncan, BC – 24 April 2014
I have grown a lot at Citi. Loved the client care aspect of the job and my co workers. Hardest part about Citi was the cold calls we made to solicit funds and the goals set out to reach each month. The part I enjoyed the most was when you could help a client re establish there credit and make there life easier financially.
Customer Solutions Officer (Former Employee) – The Fort, Taguig City Philipppines – 19 March 2014
The management was very accommodating. The fact that there is an open door policy, the managers who handles are making sure that we are capable of our position and they believe in our skills. Benefits and pay was quite good. Having friends at work makes our life easy.