Client Onboarding Account Maintenance Specialist

Citi • San Antonio, TX

95d • $56,020 - $78,180

About The Position

The NAM TTS CCB Client Onboarding Account Maintenance Specialist is responsible for providing operations support services, including but not limited to; record/documentation maintenance, storage & retrieval of records, account maintenance, imaging and the maintenance of accounts in coordination with the TTS Onboarding team. Additionally, Client Onboarding Account Maintenance Analyst serves as the liaison between operations staff, relationship managers, project managers, custodians and clients. The overall objective of this role is to provide day-to-day operations support in alignment with Citi operations support infrastructure and processes.

Requirements

• Bachelor’s degree/University degree or equivalent experience.
• 2-5 years of relevant experience.
• General knowledge of Business Banking, Citi Commercial Banking Products and Services, Account Maintenance.
• Consistently demonstrates clear and concise written and verbal communication.
• Able to communicate with internal and external business partners.
• Proficient in Microsoft Office.
• Ability to work unsupervised and adjust priorities quickly as circumstances dictate.

Responsibilities

• Responsible for customer interaction, documentation issuance, review and system setups.
• Demonstrates high level of diligence, motivation and organizational skills.
• Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities.
• Ensures account maintenance requirements are clearly defined to support all scenarios of account opening and maintenance requirements.
• Delivers very high quality service to customers and internal partners.
• Assists with performing financial, statistical, and operational studies to aid initiatives and ongoing reporting needs of the Operations department.
• Researches and interprets information, identifies inconsistencies and makes recommendations based on experience and specialty knowledge.
• Assists with performing feasibility analysis for process changes and coordinates with business teams to develop system process improvements and solutions.
• Assists with project quality and timelines and ensures adherence to established guidelines.
• Mentors lower level analyst and provides informal guidance and training to new team members.
• Appropriately assesses risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.

Benefits

• Medical, dental & vision coverage.
• 401(k).
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees