Escrow Client Account Officer

Citi • Los Angeles, CA

1d

About The Position

Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Responsible for ensuring a quick and seamless escrow onboarding experience for our clients. Our ultimate goal is to exceed our clients' expectations by constantly innovating to improve the onboarding processes. Partners with business partners to ensure appropriate KYC has been collected in order to facilitate escrow account opening requests in a timely manner Liaise with downstream partners until requests are completed and maintain constant communication with escrow product and development team partners Ensure all KYC documentation received is current, accurate and complete. Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure expedient, efficient and seamless processing Provide the highest level of customer service and teamwork to Banking teams and other internal partners Continuously innovate by analyzing our onboarding processes and systems to ensure we are as efficient and effective as possible Experience with KYC maker-checker processes Escrow onboarding and operational experience preferred but not required Self-motivated, proactive, and eager to improve existing processes Extremely detail oriented Excellent team player Strong ability to multi-task, prioritize, and work well under pressure Strong verbal and written communication skills Bachelor's/University degree or equivalent experience

Requirements

• Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information.
• Experience with KYC maker-checker processes
• Self-motivated, proactive, and eager to improve existing processes
• Extremely detail oriented
• Excellent team player
• Strong ability to multi-task, prioritize, and work well under pressure
• Strong verbal and written communication skills
• Bachelor's/University degree or equivalent experience

Nice To Haves

• Escrow onboarding and operational experience preferred but not required

Responsibilities

• Ensuring a quick and seamless escrow onboarding experience for our clients
• Partnering with business partners to ensure appropriate KYC has been collected in order to facilitate escrow account opening requests in a timely manner
• Liaising with downstream partners until requests are completed and maintain constant communication with escrow product and development team partners
• Ensuring all KYC documentation received is current, accurate and complete
• Partnering with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure expedient, efficient and seamless processing
• Providing the highest level of customer service and teamwork to Banking teams and other internal partners
• Continuously innovating by analyzing our onboarding processes and systems to ensure we are as efficient and effective as possible

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees