This is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform
Job Summary
This is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform.
This individual plays a pivotal role impacting the client experience and requires internal collaboration partnering with sales teams, and liaising with internal partners (KYC, Account Opening and product partners) to fulfill client requests.
Assesses and escalates risk in business decisions, safeguarding the firm's reputation and assets (Citigroup, clients) by ensuring compliance with laws, rules, and regulations.
Matching Summary
This is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform.
Salary
Base: $98,960.00 - $148,440.00; Bonus/Equity: discretionary and formulaic incentive and retention awards; Benefits: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
Skills & Requirements
Must-have
improve processes and workflows
seamless and differentiated client experience
partnering with sales teams
liaising with internal partners
onboarding monitoring and assessment
highest level of customer service
ensure documentation is current and accurate
Nice-to-have
subject matter and industry expertise
influences decisions through advice
supports training and development of peers
Key Requirements
5-8 years of relevant experience
FINRA SIE, Series 7, and Series 66 (or Series 63 & 65)
Bachelor's/University degree or equivalent experience
Strong analytical skills
Strong interpersonal skills
Ability to manage internal and external relationships