Responsible for customer and stakeholders’ interaction, documentation issuance, review and system setups.

Demonstrates high level of diligence, motivation and organizational skills.

Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues.

Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service-related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners.

Responsible for various types of project management in the account services space and managing cross-functional relationships with all teams.

Determines new work procedures, analyzes complex and variable issues with significant departmental impact.

Consistent delivery of high quality service to customers through meeting or exceeding customer expectation guided by service level agreements and efficiency/accuracy standards.

Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices.

Establishes and maintains close working relationship with clients and within team to facilitate an open and direct communication of issues, needs, queries, etc., in such that these may be responded to in an efficient, prompt and professional manner.

Embarks on continuous on the job training for end to end product knowledge.

Demonstrate a thorough understanding of client onboarding requirements and prerequisites for initiating account opening processes. Monitors customer satisfaction and service level and drive process changes. Provides innovative solutions to clients.

Lead training and mentorship initiatives for new team members, fostering their growth and integration into the team.

Assume a leadership role in assisting the team leader to ensure the seamless operation and success of team initiatives.

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.