AVP Relationship Officer SAFE Act

Citi•Palo Alto, CA

About The Position

Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Lead client onboarding and account opening efforts as a part of our core client coverage team Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process Provide the highest level of customer service and teamwork to our clients Ensure all documentation received is current, accurate and complete. Fulfill all requests in a timely manner Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately Involved in coaching and training of new recruits' Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

Requirements

3-7 years of relevant experience
Self-motivated and proactive
Highly developed attention to detail
Ability to manage multiple concurrent deadlines in a dynamic environment and work under tight deadlines
Excellent verbal and written communication skills
Bachelor's/University degree or equivalent experience

Responsibilities

Lead client onboarding and account opening efforts as a part of our core client coverage team
Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience
Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process
Provide the highest level of customer service and teamwork to our clients
Ensure all documentation received is current, accurate and complete.
Fulfill all requests in a timely manner
Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client
Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately
Involved in coaching and training of new recruits'
Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization.
Work and performance of all teams in the area are directly affected by the performance of the individual.