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- Tasks: Lead data analytics to enhance client relationships and banker productivity.
- Company: Join Citigroup, a global leader in financial services, driving innovation in banking.
- Benefits: Enjoy competitive pay, career growth opportunities, and a dynamic work environment.
- Why this job: Be part of a team that shapes the future of banking with impactful insights and technology.
- Qualifications: Experience in financial services and strong analytical skills are essential.
- Other info: This role offers a chance to work with senior management and influence key business decisions.
The predicted salary is between 43200 - 72000 £ per year.
The Global Sales Management (GSM) team in CCB is focused on improving CCB productivity by deploying best-in-class digital tools, creating indispensable insights and building a robust business development program. The GSM team is looking for a VP to help drive our sales and client data analytics workstreams. This position will be tasked with developing and delivering impactful, data-driven insights and playing an integral role in expanding our global CCB Tableau platform.
The ideal candidate will be able to seamlessly partner with multiple internal stakeholders to analyze large data sets from various sources and clearly communicate actionable information to senior business leaders.
Responsibilities:
- Lead ad hoc analyses aimed to support the acquisition and deepening of client relationships and improve banker productivity. Key deliverables include providing actionable insights on new client acquisitions, client life cycle trends, banker activity, win rates, speed to conversion, acquisition quality, etc.
- Project manage critical initiatives on CCB’s global Tableau platform. Responsibilities include engaging with senior management and senior stakeholders on conceptual discussions, developing analytics to solve the problem statement, creating and documenting requirements, working closely with CCB technology partners to deliver user-friendly dashboards, educating bankers and other users on dashboard utilization.
- Embed globally standardized key data concepts across CCB global sales organizations i.e. client coverage target operating model, banker productivity, global relationship corridor heat mapping, etc.
- Lead the scorecard process for CCB client coverage teams (RMs, Team Leaders) across all segments by aligning on KPIs with CCB global leadership, coordinating the goal-setting process, partnering with multiple teams to source accurate data, and driving the Tableau dashboard design process with technology partners.
- Support the evolution of CCB’s Tableau platform through the automation of recurring offline reporting, constant engagement with users, and by maintaining a sharp focus on user experience and data accuracy.
- Drive a continuous improvement process across Tableau, with ongoing communications between core users such as bankers and business management teams to share best practices and develop platform enhancements.
- Support partner teams with KPI data leveraged for monthly and quarterly business reviews, senior management presentations, global town halls, etc.
- Build strong and sustainable relationships with partners across all functions and at all levels within the organization.
Qualifications:
- Substantial previous experience in financial services.
- Skills to handle complex situations and multiple responsibilities simultaneously, mixing long-term projects with the urgency of immediate demands.
- Ability to create support and buy-in across a wide range of stakeholders; create a strong network of relationships among peers, internal partners, and senior decision makers.
- Strong interpersonal, influencing, and written/verbal communication and presentation skills and comfort in interacting with Senior Management.
- Ability to analyze various sources of information to tell a narrative around trends and opportunities.
- Exceptional analytical, problem-solving, and presentation skills.
- Strong abilities in Microsoft Excel and PowerPoint.
- Prior Tableau or other data visualization platform experience is preferred.
Education:
- Bachelor's degree/University degree or equivalent experience.
- Master's degree preferred.
Job Family Group: Product Management and Development
Job Family: Product Performance Management
Time Type: Full time
Commercial Bank - Sales & Client Insights Analyst - VP employer: CitiGroup
Contact Detail:
CitiGroup Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Commercial Bank - Sales & Client Insights Analyst - VP
✨Tip Number 1
Familiarise yourself with Tableau and other data visualisation tools. Since this role heavily involves managing the global Tableau platform, showcasing your proficiency in these tools during networking or interviews can set you apart.
✨Tip Number 2
Build a strong understanding of client relationship management and banker productivity metrics. Being able to discuss specific KPIs and how they impact business outcomes will demonstrate your analytical mindset and relevance to the role.
✨Tip Number 3
Network with professionals in financial services, especially those who work in sales analytics or client insights. Engaging with current employees at Citigroup or similar firms can provide valuable insights and potentially lead to referrals.
✨Tip Number 4
Prepare to discuss your experience in project management and stakeholder engagement. This role requires collaboration with various teams, so being able to articulate your past experiences in leading projects and working with senior management will be crucial.
We think you need these skills to ace Commercial Bank - Sales & Client Insights Analyst - VP
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities and qualifications outlined in the job description. Tailor your application to highlight how your experience aligns with the specific requirements of the Sales & Client Insights Analyst position.
Craft a Compelling CV: Your CV should clearly showcase your relevant experience in financial services, particularly in data analytics and client relationship management. Use quantifiable achievements to demonstrate your impact in previous roles, especially those that relate to improving productivity or driving insights.
Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Highlight your analytical skills and experience with tools like Tableau, as well as your ability to communicate effectively with senior management. Make sure to connect your past experiences to the key deliverables mentioned in the job description.
Proofread and Edit: Before submitting your application, take the time to proofread your documents. Check for any grammatical errors or typos, and ensure that your writing is clear and concise. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at CitiGroup
✨Showcase Your Analytical Skills
As a Sales & Client Insights Analyst, you'll need to demonstrate your ability to analyse large data sets. Prepare examples of past projects where you've successfully derived insights from data and how those insights impacted decision-making.
✨Understand the Role of Tableau
Familiarise yourself with Tableau and its functionalities, as this role involves expanding the global Tableau platform. Be ready to discuss any previous experience you have with data visualisation tools and how you can contribute to enhancing user experience.
✨Communicate Effectively
Strong communication skills are crucial for this position. Practice articulating complex data findings in a clear and concise manner, especially how you would present these insights to senior management and stakeholders.
✨Build Relationships
The job requires collaboration with various internal stakeholders. Think of ways you've successfully built relationships in previous roles and be prepared to discuss how you would approach networking within the organisation.
