Client Onboard Rep 5

Job Description

As a Client Onboard Rep 5 at our organization, you will be responsible for performing relatively complex assignments that directly impact the business by ensuring the quality of tasks or services provided. Working under little to no direct supervision, you may service an expansive and/or diverse array of products/services. It is essential to apply your working knowledge of technical and professional principles and concepts, along with in-depth knowledge of team objectives. You will understand how your 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. Ensuring the quality and service of yourself and others is a key aspect of this role, and you may recommend new options to enhance productivity in accordance with guidelines. Tact and diplomacy are required when exchanging complex or sensitive information with others, and being sensitive to audience diversity is essential. Basic knowledge of the organization, the business, and its policies is also required. You will be typically responsible for resolving basic to moderately complex problems based on practice and precedence, and you should be able to assess the applicability of similar experiences and evaluate options under circumstances not covered by procedures.Your responsibilities will include processing clients requests related to system set up, cooperating with internal partners to perform systems maintenance, providing responses to client and internal inquiries, preparing documentation for archiving, and applying appropriate bank regulations while processing the requests. Remaining up to date with current procedures, internal rules, external regulations, and following changes in the aforementioned documents will be crucial. You will also be responsible for documenting operation procedure updates, processing clients instructions with the highest accuracy and effectiveness, verifying and authorizing data entered in the systems, ensuring all queries are dealt with efficiently and timely, and escalating urgent/risk issues through appropriate escalation channels. Additionally, you will cooperate with and support other teams/employees upon supervisors instructions, perform other crucial tasks instructed by supervisors, ensure high levels of client satisfaction through strong product, process, and client knowledge, identify and suggest process improvements, assist in the implementation of validated process improvements, participate in user acceptance tests of new systems, and execute tasks detailed within this document as well as any other work instructed by the supervisor related to this function.To be successful in this role, you should have previous experience in financial services, knowledge of bank products in the scope of opening and maintaining bank accounts, customer communication experience, knowledge in the field of finances and banking, flexibility, team spirit, loyalty, high attention to detail, good PC skills (Excel, Word), fluency in written and spoken English, ability to work under pressure and meet deadlines, goal-oriented with a desire for new challenges, customer focus, self-motivation with high competency to follow through when facing obstacles, ability to organize your own work and manage time, a flexible and adaptable approach to a constantly changing work environment, assertiveness, demonstrated initiative and creativity in problem-solving, and proficient knowledge of English (written and spoken). A high school diploma or equivalent is required for this position.This is a full-time role in the Customer Service job family group, specifically in the Institutional Client Onboarding job family. The most relevant skills required for this role include those listed above, and for any complementary skills, please refer to the requirements mentioned in the job description or contact the recruiter.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, please review Accessibility at Citi. View Citis EEO Policy Statement and the Know Your Rights poster for more information.,

Keyskills :
Financial servicesCustomer communicationCustomer focusTime managementAdaptabilityBank productsKnowledge of financesbankingPC skillsFluent in EnglishGoalorientedSelfmotivatedProblemsolving