Summary
Overview
Work History
Education
Skills
Timeline
Generic

Carol Tracey

Newark,DE

Summary

Results-driven financial services professional with 25+ years of experience. Specialize in high-level domestic and global customer service, product implementations, and legal documentation analysis.

Overview

29
29
years of professional experience

Work History

AVP Client Onboarding Sr Analyst

Citibank
New Castle, DE
01.2010 - 06.2024
  • Spearheaded proactive communication and collaboration with Citi entities worldwide to facilitate Securities Account Openings for both existing and potential clients
  • Successfully navigated cross-functional collaborations with attorneys, client executives, and internal partners to acquire securities contracts and vital account opening documentation.
  • Collaborated with global partners to manage the account opening process for both US and international clients.
  • Adherence to internal Compliance and Regulatory controls pertaining to account opening process.
  • Daily and monthly reporting of relevant metrics
  • Provided support in negotiating Securities contracts.
  • Provided leadership, direction, guidance, and support to team members on a daily basis.
  • Coordinated cross-functional teams in order to deliver large scale projects within agreed upon timelines.
  • Implemented process improvements that resulted in improved operational efficiencies.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.

Implementation Manager

Citibank
New Castle, DE
01.2008 - 01.2010
  • Identified key product/system components needed for implementation in all new business requests
  • Identified and engaged vital project management resources for new implementations.
  • Tracked daily metrics and sales revenues, as well as monitored trending of new won deals.
  • Managed coordination of training resources for new clients
  • Implemented process improvements.
  • Provided ongoing support after an implementation is completed by responding promptly to customer inquiries or requests for assistance.
  • Worked closely with customers throughout the entire implementation process to ensure satisfaction with results.
  • Provided regular updates to stakeholders regarding project status and progress towards objectives.

Business Analyst

Citibank
New Castle, DE
01.2005 - 01.2008
  • Worked closely with clients to test files and verify the successful integration of all components in their product implementation.
  • Provided ongoing updates on defect status and resolution efforts
  • Effectively communicated test results to meet designated turnaround times
  • Provided cross-training on internal products and services.
  • Managed projects and served as primary liaison between client and multiple internal groups to clarify goals and meet standards and deadlines.

Implementation Manager

Citibank
New Castle, DE
01.2000 - 01.2005

Cash Management Representative

Citibank
New Castle, DE
01.1995 - 01.2000

Education

Diploma -

Mount Pleasant High School
Wilmington, Delaware

Skills

  • Global navigation and networking
  • Project Management
  • Negotiations
  • Risk Management & Compliance
  • Metrics and Data Management
  • Source/Cause Analysis
  • Effective Communication
  • Teamwork and Collaboration
  • Organizational Skills
  • Reliability

Timeline

AVP Client Onboarding Sr Analyst

Citibank
01.2010 - 06.2024

Implementation Manager

Citibank
01.2008 - 01.2010

Business Analyst

Citibank
01.2005 - 01.2008

Implementation Manager

Citibank
01.2000 - 01.2005

Cash Management Representative

Citibank
01.1995 - 01.2000

Diploma -

Mount Pleasant High School

Similar Profiles

CREATE PROFILE
Carol Tracey