Client Onboarding Account Maintenance Specialist

Client Onboarding Account Maintenance Specialist

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The NAM TTS CCB Client Onboarding Account Maintenance Specialist is an entry-level position responsible for providing operations support services, including but not limited to; record/documentation maintenance, storage & retrieval of records, account maintenance, imaging and the maintenance of accounts in coordination with the Operations - TTS Onboarding team. Additionally, the NAM TTS CCB Client Onboarding Account Maintenance Specialist serves as the liaison between operations staff, relationship managers, project managers, custodians and clients. The overall objective of this role is to provide day-to-day operations support in alignment with Citi operations support infrastructure and processes. Responsibilities:

• Responsible for customer interaction, documentation issuance, review and system setups.
• Demonstrates high level of diligence, motivation and organizational skills.
• Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account maintenance requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners.
• Assist with performing financial, statistical, and operational studies to aid initiatives and ongoing reporting needs of the Operations department.
• Research and interpret information, identify inconsistencies and make recommendations based on experience and specialty knowledge.
• Assist with performing feasibility analysis for process changes and coordinate with business teams to develop system process improvements and solutions.
• Assist with project quality and timelines and ensure adherence to established guidelines.
• Mentor lower level analyst and provide informal guidance and training to new team members.
• 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:

• 2-5 years of relevant experience
• General knowledge of Business Banking, Citi Commercial Banking Products and Services, Account Maintenance
• Consistently demonstrates clear and concise written and verbal communication. Able to communicate with internal and external business partners
• Proficient in Microsoft Office
• Ability to work unsupervised and adjust priorities quickly as circumstances dictate

Education:

• Bachelor's degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.