Sales Analyst Intern
Seagate Technology
Job Level
Mid-LevelSenior
About the role
- Provide operations support for account opening and ongoing retail bank account servicing in compliance with regulatory guidelines
- Maintain records/documentation, storage & retrieval, imaging, and coordinate account opening with the Core Team
- Liaise between operations staff, relationship managers, project managers, custodians and clients
- Lead customer service efforts by resolving inquiries and overseeing escalated issues
- Train team members, support cross-functional knowledge sharing, and act as effective backup for the immediate supervisor
- Ensure timely completion of tasks with validation and dependent teams and meet SLAs, KPIs, and TATs
- Assume ownership and accountability for all processed transactions, maintaining a zero-error rate
- Analyze financial postings to identify and implement simplification and rationalization opportunities
- Prepare timely and accurate Management Information Systems (MIS) and reporting
- Identify process risks, implement mitigation strategies, and drive continuous improvement; contribute to annual MTP savings
Requirements
- 04-06 yrs relevant experience preferred
- Proficient in Microsoft Office & Citi AI tools
- Comprehensive knowledge of Branch and Client servicing process
- Lean Certified
- General knowledge of client reporting across the industry and our competitors
- Proven organization and time management skills
- Demonstrated problem-solving and decision-making skills
- Consistently demonstrates clear and concise written and verbal communication skills
- Bachelor’s degree/University degree or equivalent experience
