Client Onboard Rep

1 week ago

Chennai, Tamil Nadu, India Citigroup Full time

The Client Onboard Rep 5 performs relatively complex assignments Has direct impact on the business by ensuring the quality of the tasks or services provided Works under little to no direct supervision May service an expansive and or diverse array of products services Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives 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 clients requests related to system set up including signatories updates and documentation lodgment Co-operates 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 banks 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 Co-operates with and supports other teams employees upon supervisors 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 Appropriately assess risk when business decisions are made demonstrating particular consideration for the firm s reputation and safeguarding Citigroup its clients and assets by driving compliance with applicable laws rules and regulations adhering to Policy applying sound ethical judgment regarding personal behavior conduct and business practices and escalating managing and reporting control issues with transparency 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 Goal-oriented and with desire for new challenges Customer focus Self-motivated 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 ServiceJob Family Institutional Client OnboardingTime Type Full timeCiti 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 Citigroup Inc and its subsidiaries Citi invite all qualified interested applicants to apply for career opportunities If you are a person with a disability and need a reasonable accommodation to use our search tools and or apply for a career opportunity review View the poster View the View the View the Citigroup

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