Account Services Specialist

hace 4 semanas

Xico, México Citi A tiempo completo
Job Summary

The Client Onboard Analyst 2 is a developing professional role that requires a high level of diligence, motivation, and organizational skills. The successful candidate will be responsible for customer interaction, documentation issuance, review, and system setups.

Key Responsibilities:

  • Responsible for timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues.
  • Performs day-to-day management of the account opening and maintenance processing, including daily management of in-process, pended, and service-related activities.
  • Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams.
  • Determines new work procedures, analyzes complex and variable issues with significant departmental impact.
  • Consistent delivery of high-quality service to customers through meeting or exceeding customer expectation guided by service level agreements and efficiency/accuracy standards.
  • Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices.
  • Establishes and maintains close working relationships with clients and within the team to facilitate an open and direct communication of issues, needs, queries, etc.
  • Embarks on continuous on-the-job training for end-to-end product knowledge.
  • Understands client requirements and implements them correctly.
  • Understands new customer requirements and ensures adequate support to new customer requirements and initiatives.
  • Monitors customer satisfaction and service level and drives process changes.
  • Provides innovative solutions to clients.

Requirements:

  • 0-2 years of experience in documentation review, account maintenance, and related cash products preferred.
  • Demonstrated interpersonal skills, pro-active team player, but also able to work independently, with exceptional written and verbal communication skills.
  • Highly motivated, persistent, and able to work in a structured, high-volume, time-sensitive, high-risk environment.
  • Capable of multitasking and eager to learn multiple products in a challenging environment.
  • Fast learner, strong attention to detail, and willingness to go the extra mile.
  • Proficient in Microsoft Office Applications.
  • Proficient in handling urgent and escalation cases and manage client and internal team expectations.
  • Proficient knowledge of English (written and spoken).

About Citi:

Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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