Client Onboarding Account Maintenance Specialist

Citi Handlowy

San Antonio, Texas, United States
Base: $56,020.00 - $78,180.00; bonus/equity: discr...
Account opening and maintenance processing
Customer interaction and documentation issuance
Proficient in microsoft office
The NAM TTS CCB Client Onboarding Account Maintenance Specialist is an entry-level position responsible for providing operations support services including record maintenance and account management

Job Summary

  • The NAM TTS CCB Client Onboarding Account Maintenance Specialist is an entry-level position responsible for providing operations support services including record maintenance and account management.
  • This role serves as a liaison between operations staff, relationship managers, project managers, custodians, and clients to ensure high quality service and adherence to compliance standards.
  • Citi offers competitive employee benefits including medical, dental, vision coverage, 401(k), insurance, wellness programs, and paid time off packages.

Matching Summary

The NAM TTS CCB Client Onboarding Account Maintenance Specialist is an entry-level position responsible for providing operations support services including record maintenance and account management.

Salary

Base: $56,020.00 - $78,180.00; Bonus/Equity: discretionary and formulaic incentive and retention awards; Benefits: medical, dental, vision, 401(k), insurance, wellness programs, paid time off

Skills & Requirements

Must-have

  • account opening and maintenance processing
  • customer interaction and documentation issuance
  • proficient in Microsoft Office
  • operations support services
  • risk assessment and compliance adherence

Nice-to-have

  • organizational and motivational skills
  • mentoring and training new team members
  • process improvement and feasibility analysis
  • communication with internal and external partners

Key Requirements

  • 2-5 years of relevant experience
  • general knowledge of Business Banking and Citi Commercial Banking Products
  • Bachelor’s degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter