5 Bank Products Jobs

The Client Onboard Rep 5 performs relatively complex assignments with a 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 involve applying 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. Your responsibilities will include ensuring the quality and service of yourself and others, recommending new options to enhance productivity, and resolving basic to moderately complex problems based on practice and precedence. Your main responsibilities will involve 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. Furthermore, you will assist in process improvements, participate in user acceptance testing of new systems, ensure high levels of client satisfaction through strong product, process, and client knowledge, and support the Manager with the quality assurance process. It is crucial to understand procedures and controls for operational processes, deliver routine and defined tasks daily, appropriately assess risks when making business decisions, and drive compliance with applicable laws, rules, and regulations. Qualifications for this role include previous experience in financial services, knowledge of bank products related to opening and maintaining bank accounts, customer communication experience, 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, ability to organize work and manage time, flexibility, adaptability, assertiveness, initiative, creativity in problem-solving, and proficiency in English. Education required for this role is a High School diploma or equivalent. This is a full-time position within the Customer Service job family group, specifically in the Institutional Client Onboarding job family.,

The Client Onboard Analyst 1 role is a trainee professional position that requires a good understanding of various processes, procedures, and systems relevant to the assigned tasks. You should have a basic grasp of the underlying concepts and principles that form the basis of the job. It is essential to comprehend how your team collaborates with others to achieve the area's objectives. Your decision-making will involve evaluating factual information, and you will be expected to solve problems by selecting solutions based on your technical experience and precedents. Communication skills are key, as you must be able to convey information concisely and logically to diverse audiences. While your impact on the business is limited, your focus will primarily be on your own job responsibilities. Responsibilities: - Process client requests regarding system setup, including signatory updates and documentation lodgment. - Collaborate with internal partners to conduct systems maintenance following account opening and maintenance processes. - Provide timely responses to client and internal inquiries. - Prepare documentation for archiving purposes. - Adhere to relevant bank regulations when processing requests. - Stay updated on current procedures, internal rules, and external regulations, and incorporate changes into operational processes. - Update operation procedures documentation. - Ensure accurate and timely processing of client instructions while maintaining high levels of effectiveness. - Verify and authorize data entered into the systems. - Address queries efficiently and escalate urgent/risk issues through appropriate channels. - Support other teams or employees as directed by supervisors, which may include transitioning to different teams or processes. - Assist in project coordination, trainings, and other tasks assigned by supervisors. - Strive for high client satisfaction by demonstrating strong product and process knowledge and suggesting process improvements. - Participate in implementing validated process enhancements and user acceptance tests for new systems. - Maintain compliance with departmental procedures, compliance standards, and regulatory requirements to minimize losses. - Coordinate internal process projects and contribute to quality assurance processes. - Execute daily tasks effectively and be prepared to undertake additional work related to your role. - Assess risks prudently in business decisions, prioritizing the firm's reputation and compliance with laws and regulations. Qualifications: - Preferably previous experience in financial services. - Knowledge of bank products related to account opening and maintenance. - Experience in customer communication (internal/external) within the financial sector. - Familiarity with financial services and banking. - Strong attention to detail, PC skills (Excel, Word), and fluency in written and spoken English. - Ability to work under pressure, meet deadlines, and maintain a high level of loyalty and team spirit. Education: - Bachelor's/University degree or equivalent experience If you are a person with a disability requiring accommodation to use our search tools or apply for a job, please review our Accessibility at Citi policy. For more information, refer to Citi's EEO Policy Statement and the Know Your Rights poster.,

The Client Onboard Analyst 1 is a trainee professional role that requires a good knowledge of the range of processes, procedures, and systems involved in carrying out assigned tasks. You should have a basic understanding of the underlying concepts and principles of the job. It is important to have a good understanding of how your team interacts with others to achieve the objectives of the area. Your role involves making evaluative judgments based on the analysis of factual information. You will be expected to resolve problems by identifying and selecting solutions based on your acquired technical experience, guided by precedents. It is crucial to exchange information in a concise and logical manner and be sensitive to audience diversity. The impact of your role on the business is limited and restricted to your own job. **Responsibilities:** - Processing clients" requests related to system set up, including signatories updates and documentation lodgment. - Co-operating with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes. - Providing responses to client and internal inquiries. - Preparing documentation for archiving. - Applying appropriate bank regulations while processing requests. - Remaining up to date with current procedures, internal rules, external regulations, and following changes in relevant documents. - Documenting operation procedure updates. - Processing clients" instructions with the highest accuracy and effectiveness, ensuring adherence to deadlines. - Verifying and authorizing data entered in the systems. - Ensuring all queries are dealt with efficiently and timely. - Escalating urgent/risk issues through appropriate channels. - Co-operating with and supporting other teams/employees as per supervisors" instructions. - Performing other crucial tasks as instructed by supervisors, such as participation in trainings, projects, conference calls, and systems testing. - Ensuring high levels of client satisfaction through strong product, process, and client knowledge, while identifying and suggesting process improvements. - Assisting in the implementation of validated process improvements. - Understanding procedures and controls for operational processes, supporting the Manager with the quality assurance process. - Responsible for coordinating projects around internal processes and participating in user acceptance tests of new systems. - Executing day-to-day responsibilities effectively and completing any other work related to this function as instructed by the supervisor. **Qualifications:** - Previous experience in financial services preferred. - Knowledge of bank products related to opening and maintaining bank accounts, customer communication experience (internal/external), and knowledge of finances and banking. - Flexibility, team spirit, loyalty, and high attention to detail. - Good PC skills (Excel, Word) and fluency in both written and spoken English. - Ability to work under pressure and meet deadlines. - Proficient knowledge of English (written and spoken). **Education:** - Bachelors/University degree or equivalent experience 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 Citi's EEO Policy Statement and the Know Your Rights poster.,

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.,

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.,