NAM TTS CCB Client Onboarding Account Maintenance Specialist (B10)(Hybrid)

Citibank; San Antonio (TX); On-site; USD 48,000 - 64,000; Full time

Job summary

An established industry player is seeking an entry-level Client Onboarding Account Maintenance Specialist to join their dynamic team. In this role, you will provide essential operations support, ensuring meticulous record maintenance and account management. Your responsibilities will include customer interactions, documentation issuance, and collaborating with various stakeholders to enhance service quality. This position offers a unique opportunity to grow within a leading financial institution, where your contributions will directly impact client satisfaction and operational efficiency. If you're motivated, organized, and eager to learn, this is the perfect opportunity for you!

Benefits

Medical Coverage

Dental Coverage

Vision Coverage

401(k) Plan

Life Insurance

Disability Insurance

Wellness Programs

Paid Time Off

Sick Leave

Paid Holidays

Qualifications

• 1-3 years of relevant experience in operations support.
• General knowledge of Business Banking and Account Maintenance.

Responsibilities

• Manage account maintenance processing and ensure high-quality service.
• Assist in financial and operational studies for the Operations department.

Skills

Account Maintenance

Customer Interaction

Documentation Issuance

Microsoft Office

Verbal Communication

Written Communication

Education

Bachelor’s Degree

Job description

The NAM TTS CCB Client Onboarding Account Maintenance Specialist is an entry-level position 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 Operations - TTS Onboarding team. Additionally, the NAM TTS CCB Client Onboarding Account Maintenance Specialist 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.

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 maintenance processing, including daily management of in-process, pended, and service-related activities, ensuring account maintenance requirements are clearly defined to support all scenarios of account maintenance requirements, to include delivery of very high quality service to customers and internal partners.
• Assist with performing financial, statistical, and operational studies to aid initiatives and ongoing reporting needs of the Operations department.
• Research and interpret information, identify inconsistencies and make recommendations based on experience and specialty knowledge.
• Assist with performing feasibility analysis for process changes and coordinate with business teams to develop system process improvements and solutions.
• Assist with project quality and timelines and ensure adherence to established guidelines.
• 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.

Qualifications:

• 1-3 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 with minimal supervision and adjust priorities quickly as circumstances dictate

Education:

• Bachelor’s degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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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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Primary Location:

San Antonio Texas United States

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Primary Location Full Time Salary Range:

$48,180.00 - $63,140.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Anticipated Posting Close Date:

May 13, 2025

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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