Citi Group Business Assistant 

Bahamas, Nassau 

448270162

Coordinate the timely execution of the sub processes that are part of the process of onboarding, maintenance and setting of new products with the different executing areas of Citi in the different geographies.

Support RMs and Product Manager in the resolution of necessary exceptions and escalations such as resolution of deferrals, overdrafts, lack of powers, MIFT policy, etc. In such a way that it is possible to proceed with the appropriate processing of the requests received within the standards of time offered to the client

Responsibilities:

• Initiate and monitor the process of onboarding and periodic maintenance of the clients within the assigned portfolio
• Initiate the opening of product packages
• Initiate the process of opening corporate products for clients within the portfolio
• Ensure that the agreed operations are correctly processed in time and without documentary risks for the bank.
• Initiate the process of maintenance of signatures, demographic changes, update of powers and update of profiles at the request of the clients
• Initiate the processes of delivery and implementation of new products to clients within the portfolio
• Coordinate of the exceptions in the processes of opening and processing of manual and semi-manual transactions until their resolution.
• Coordinate the investigation of exceptional events to determine the root cause and propose solutions.
• Keep all the information of your clients updated in the Contact Database.
• Maintain and improve customer satisfaction within the portfolio measured through the ICG Survey (ICG Survey)
• Ensure a high level of satisfaction in the opening and maintenance processes of products measured through individual service surveys.
• Maintain and improve the VOP (Voice of Process)
• Meet the requirements of local and corporate audits.
• Advise the client personally and telephonically in the consultations of their operations, documentation, etc. And refer it properly to the Call Centers when applicable.
• Regularize documentary exceptions to eliminate documentary risk by contacting client.

Qualifications:

• 1-3 years of relevant experience
• Experience in customer service preferred
• Computer proficiency
• Consistently demonstrate clear and concise written and verbal communication
• Proven investigative and analytical skills
• Demonstrated ability to present concepts and influence change
• Consistently deliver high-quality customer service with focus on building client relationship and achieving quality results
• Proven ability to work under limited supervision within a team environment
• English Proficient

Education:

• Bachelor's degree/University degree or equivalent experience

Time Type:

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