Client Onboarding Account Maintenance Specialist

Workforcity

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 day-to-day operations support aligned with Citi’s operational infrastructure and processes

Job Summary

  • The NAM TTS CCB Client Onboarding Account Maintenance Specialist is an entry-level position responsible for providing day-to-day operations support aligned with Citi’s operational infrastructure and processes.
  • This role involves managing account opening and maintenance activities, ensuring high-quality service delivery to customers and internal partners, and collaborating with various stakeholders including relationship managers and project managers.
  • Citi offers competitive employee benefits including medical, dental, vision coverage, 401(k), life and disability 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 day-to-day operations support aligned with Citi’s operational infrastructure and processes.

Salary

Base: $56,020.00 - $78,180.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental, vision, 401(k), life, accident, disability 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
  • Coordination with multiple business teams

Nice-to-have

  • Mentoring and training new team members
  • Performing financial and operational studies
  • Process improvement and feasibility analysis
  • Strong organizational and communication skills
  • Risk assessment and compliance adherence

Key Requirements

  • 2-5 years relevant experience
  • General knowledge of Business Banking and Citi Commercial Banking products
  • Bachelor’s degree or equivalent experience
  • Clear and concise written and verbal communication
  • Ability to work unsupervised and prioritize quickly

Work Rights

Not specified

Tailored Resume

Cover Letter