Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You’ll also have the chance to give back and make a positive impact where we live and work through volunteerism.
Shape your Career with Citi
Citi’s Treasury and Trade Solutions (TTS) and Securities Services (SS)
businesses provide global solutions that can help clients drive their business forward while investing in innovation to bring new solutions to life.
Citi’s Treasury and Trade Solutions (TTS) provides global solutions that can help clients drive their business forward while investing in innovation to bring new solutions to life.
Citi’s Securities Services (SS) supports our clients’ business by drawing on the strength of our unmatched global footprint, which provides them with access to local expertise and scalable solutions to support their ambitions.
We’re currently looking for a high caliber professional to join our team as Non Officer, Client Onboard Rep – Hybrid (Internal Job Title: Client Onboard Rep – C04) based in Mumbai, India. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:
Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates,
confidential counseling and more. Coverage varies by country.
We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
We empower our employees to manage their financial well-being and help them plan for the future.
In this role, you’re expected to:
The Client Onboard Rep 5 performs relatively complex assignments. Has direct impact on the business by ensuring the quality of the tasks or services provided. Works under little to no direct supervision. May service an expansive and/or diverse array of products/services.
Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives. Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function. Ensures the quality and service of self and others. May recommend new options to enhance productivity in accordance with guidelines. Requires tact and diplomacy when exchanging complex or sensitive information with others. Is sensitive to audience diversity. Basic knowledge of the organization, the business and its policies required. Typically responsible for resolving basic to moderately complex problems based on practice and precedence. Able to assess applicability of similar experiences and evaluate options under circumstances not covered by procedures.
Responsibilities:
Processes client’s requests related to system set up including signatories’ updates and documentation lodgment.
Co-operates with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes.
Provides response to client and internal inquiries.
Prepares documentation for archiving.
Applies appropriate bank’s regulations while processing the requests. Remains up to date with the current procedures, internal rules, external regulations, and follows the changes in the aforementioned documents.
Documents operation procedure updates.
Processes clients’ instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to).
Verification and authorization of data entered in the systems. Ensures all queries are dealt with in an efficient and timely manner. Escalates urgent / risk issues through the appropriate escalation channels.
Co-operates with and supports other teams/employees upon supervisor’s instruction, including possibility of movement to another team and/or process.
Performs other crucial tasks instructed by supervisors, e.g. participation in trainings, projects, conference calls, systems’ testing.
Ensures high levels of client satisfaction through strong product, process and client knowledge.
Identifies and suggests process improvements.
Assists in the implementation of validated process improvements.
Understands procedures and controls for operational processes.
Supports Manager with quality assurance process.
Participates in user acceptance test of new systems.
Effective execution of tasks detailed within this document as well as execution of any other work instructed by supervisor related to this function.
Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for 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 regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
As a successful candidate, you’d ideally have the following skills and exposure:
Qualifications:
Previous experience in financial services preferred.
Knowledge of bank products in the scope of opening and maintaining of bank accounts Customer communication experience (internal/external). Knowledge on the field of finances and banking.
Flexibility, team spirit, loyalty. High attention to detail Good PC skills (Excel, Word). Fluent in both written and spoken English. Be able to work under pressure and to meet deadlines. Goal-oriented and with desire for new challenges. Customer focus. Self-motivated individual with high competency to follow through when facing obstacles. Ability to organize own work and manage time.
Flexible and adaptable approach to a constantly changing work environment. Customer focus. Assertiveness. Demonstrated initiative and creativity in problem solving. Proficient knowledge of English (written and spoken).
Education:
High School diploma or equivalent
Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Take the next step in your career, apply for this role at Citi today
https://jobs.citi.com/dei
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Job Family Group:
Customer Service
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Job Family:
Institutional Client Onboarding
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Time Type:
Full time
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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.
Citigroup Inc. and its subsidiaries (“Citi”) 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.
View the “EEO is the Law” poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting
▶️ Client Onboard Rep
🖊️ Citi
📍 Mumbai
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