2.0 - 6.0 years

0 Lacs

pune, maharashtra

On-site

The Client Onboard Rep 5 performs relatively complex assignments with direct impact on the business by ensuring the quality of tasks or services provided. You will work under little to no direct supervision and may service an expansive and/or diverse array of products/services. Your role will require you to apply working knowledge of technical and professional principles and concepts as well as in-depth knowledge of team objectives. It is essential to 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. You will be responsible for ensuring the quality and service of yourself and others, and may recommend new options to enhance productivity within guidelines. Tact and diplomacy will be necessary when exchanging complex or sensitive information, and you should be sensitive to audience diversity. Basic knowledge of the organization, the business, and its policies is required. You will be typically responsible for resolving basic to moderately complex problems based on practice and precedence, able to assess the applicability of similar experiences, and evaluate options under circumstances not covered by procedures. As a Client Onboard Rep 5, 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 requests. You will remain up to date with current procedures, internal rules, external regulations, and document changes, and document operation procedure updates. Additionally, you will process clients" instructions with the highest accuracy and effectiveness, ensure all queries are dealt with efficiently and timely, escalate urgent/risk issues through appropriate channels, and support other teams/employees upon supervisor's instruction. You will also participate in trainings, projects, conference calls, systems testing, and assist in the implementation of validated process improvements. Furthermore, you will ensure high levels of client satisfaction through strong product, process, and client knowledge, identify and suggest process improvements, support the Manager with the quality assurance process, participate in user acceptance tests of new systems, and execute tasks detailed within the document and any other work related to this function as instructed by the supervisor. It is crucial to deliver routine and defined tasks daily while developing knowledge of the broader context in which work is being performed. You should appropriately assess risk when making business decisions, with 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 policies, applying sound ethical judgment, 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 bank accounts - Customer communication experience (internal/external) - Knowledge in 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 - Ability to work under pressure and meet deadlines - Goal-oriented with a desire for new challenges - Customer-focused - Self-motivated with high competency to follow through when facing obstacles - Ability to organize work and manage time effectively - Flexible and adaptable approach to a constantly changing work environment - Assertiveness - Demonstrated initiative and creativity in problem-solving - Proficient knowledge of English (written and spoken) Education: - High School diploma or equivalent This position falls under the Job Family Group of Customer Service and the Job Family of Institutional Client Onboarding. It is a full-time role that requires the most relevant skills as listed above. For additional complementary skills, please refer to the requirements mentioned. If you require a reasonable accommodation due to a disability to use our search tools and/or apply for a career opportunity, please review Accessibility at Citi. You can also view Citis EEO Policy Statement and the Know Your Rights poster for more information.,

Posted 11 hours ago

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