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Client Onboard Rep 5
3 months ago
Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function.
Ensures the quality and service of self and others. May recommend new options to enhance productivity in accordance with guidelines. Requires tact and diplomacy when exchanging complex or sensitive information with others. Is sensitive to audience diversity. Basic knowledge of the organization, the business and its policies required. Typically responsible for resolving basic to moderately complex problems based on practice and precedence. Able to assess applicability of similar experiences and evaluate options under circumstances not covered by procedures.Responsibilities:
- Processes client's requests related to system set up including signatories' updates and documentation lodgment.
- Cooperates with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes.
- Provides response to client and internal inquiries.
- Prepares documentation for archiving.
- Applies appropriate bank's regulations while processing the requests. Remains up to date with the current procedures, internal rules, external regulations, and follows the changes in the aforementioned documents.
- Documents operation procedure updates.
- Processes clients' instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to). Verification and authorization of data entered in the systems. Ensures all queries are dealt with in an efficient and timely manner. Escalates urgent / risk issues through the appropriate escalation channels.
- Cooperates with and supports other teams/employees upon supervisor's instruction, including possibility of movement to another team and/or process.
- Performs other crucial tasks instructed by supervisors, e.g. participation in trainings, projects, conference calls, systems' testing.
- Ensures high levels of client satisfaction through strong product, process and client knowledge.
- Identifies and suggests process improvements.
- Assists in the implementation of validated process improvements.
- Understands procedures and controls for operational processes.
- Supports Manager with quality assurance process.
- Participates in user acceptance test of new systems.
- Effective execution of tasks detailed within this document as well as execution of any other work instructed by supervisor related to this function.
- Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed.
Qualifications:
- Previous experience in financial services preferred.
- Knowledge of bank products in the scope of opening and maintaining of bank accounts Customer communication experience (internal/external). Knowledge on the field of finances and banking.
- Flexibility, team spirit, loyalty. High attention to detail Good PC skills (Excel, Word). Fluent in both written and spoken English. Be able to work under pressure and to meet deadlines. Goaloriented and with desire for new challenges. Customer focus. Selfmotivated individual with high competency to follow through when facing obstacles. Ability to organize own work and manage time. Flexible and adaptable approach to a constantly changing work environment. Customer focus. Assertiveness. Demonstrated initiative and creativity in problem solving. Proficient knowledge of English (written and spoken).
Education:
- High School diploma or equivalent
Job Family Group:
Customer Service
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Job Family:
Institutional Client Onboarding
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Time Type:
Full time
- Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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