Client Onboard Rep

The role of a Client Onboard Rep 5 involves handling relatively complex assignments that have a direct impact on the business's quality of tasks or services. You will work with little to no direct supervision and may deal with an expansive range of products or services. Applying your working knowledge of technical and professional principles, you will also need an in-depth understanding of team objectives. It is essential to comprehend how your assigned duties contribute to the team/unit's work and how efforts and resources are coordinated to achieve function objectives. Ensuring quality and service from yourself and others is crucial, and you may be required to recommend new options to enhance productivity within set guidelines. Tact and diplomacy are necessary when exchanging complex or sensitive information with others, and being sensitive to audience diversity is important. Basic knowledge of the organization, its business, and policies is a prerequisite. You will typically be responsible for resolving basic to moderately complex problems based on practice and precedence, assessing the applicability of similar experiences, and evaluating options under circumstances not covered by procedures. Responsibilities: - Processing clients" requests related to system set up, including signatories updates and documentation lodgment. - Cooperating 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 and staying updated with current procedures, internal rules, external regulations, and document changes. - Documenting operation procedure updates. - Processing clients" instructions with the highest accuracy and effectiveness, ensuring deadlines are met, verifying and authorizing data entered in systems, and handling queries efficiently and timely. - Coordinating with and supporting other teams/employees as per supervisors" instructions, including potential movement to another team and/or process. - Performing other crucial tasks as instructed by supervisors, such as participating in trainings, projects, conference calls, and systems testing. - Ensuring high levels of client satisfaction through strong product, process, and client knowledge. - Identifying and suggesting process improvements and assisting in the implementation of validated process improvements. - Understanding procedures and controls for operational processes and supporting managers with the quality assurance process. - Participating in user acceptance tests of new systems. - Effectively executing tasks detailed within the document and any other work instructed by supervisors related to this function. - Delivering routine and defined tasks daily while developing knowledge of the broader context in which work is being performed. - Assessing risk appropriately when making business decisions, considering 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, and escalating, managing, and reporting control issues transparently. Qualifications: - Previous experience in financial services preferred. - Knowledge of bank products related to opening and maintaining bank accounts. - Customer communication experience (internal/external). - Knowledge of finances and banking. - Flexibility, team spirit, loyalty. - High attention to detail. - Good PC skills (Excel, Word). - Fluency in both written and spoken English. - Ability to work under pressure and meet deadlines. - Goal-oriented with a desire for new challenges. - Customer focus. - Self-motivated with high competency to follow through obstacles. - Ability to organize work and manage time. - Flexible and adaptable approach to a changing work environment. - Assertiveness. - Demonstrated initiative and creativity in problem-solving. - Proficient knowledge of English (written and spoken). Education: - High School diploma or equivalent Citi is an equal opportunity and affirmative action employer. Citigroup Inc. and its subsidiaries 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 Accessibility at Citi.,