Citi Private Bank, one of the largest private banking businesses in the world, provides professional wealth management services for 26,000 clients globally, including a third of the world’s billionaires, operating in 60 offices in more than 30 countries

Client Service and support / account documentation unit is a part of CPB Poland CSC to service CPB EMEA business. Direct interactions with ADU onsite teams in CH and UK and CPB front office teams.

Key Responsibilities:

• Coordinates day-to-day activities performed by the part of the team.
• Processes client’s requests related to account opening – direct interaction with CPB front office teams.
• Co-operates with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes.
• Provides response to client and internal inquiries.
• Applies appropriate bank’s regulations while processing the requests.
• Remains up to date with the current procedures, internal rules, external regulations, and follows the changes in the aforementioned documents.
• Documents operation procedure updates.
• Processes clients’ instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to).
• Verification and authorization of data entered in the systems.
• Ensures all queries are dealt with in an efficient and timely manner.
• Escalates urgent / risk issues through the appropriate escalation channels.
• Co-operates with and supports other teams/employees upon supervisor’s instruction, including possibility of movement to another team and/or process.
• Performs other crucial tasks instructed by supervisors, e.g. participation in trainings, projects, conference calls, systems’ testing.
• Ensures high levels of client satisfaction through strong product, process and client knowledge.
• Identifies and suggests process improvements. Assists in the implementation of validated process improvements.
• Prepares documentation for archiving.
• Understands procedures and controls for operational processes.
• Supports Manager with quality assurance process.
• Understands procedures and controls for operational processes.
• Performs within departmental procedures and compliance standards in order to minimize losses.
• Responsible for coordination of projects around internal processes.
• Participates in user acceptance test of new systems.
• Effective execution of day-to-day responsibilities, as well as execution of any other work instructed by supervisor related to this function.
• Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed.

Education:

• Higher education - bachelor's degree is sufficient (preferred finance, economics).

Skills:

• Knowledge of bank products in the scope of opening and maintaining of bank accounts
• Customer communication experience (internal/external).
• Knowledge on the field of finances and banking.
• Flexibility, team spirit, loyalty. High attention to detail.
• Good PC skills (Excel, Word).
• Be able to work under pressure and to meet deadlines.
• Proficient knowledge of English (written and spoken).

Minimum Experience:

• At least 3 years experience in financial services is preferred.

We offer:

• Opportunity for professional development in the international and multicultural organization
• Developing opportunities and challenging assignments
• Attractive and stable employment conditions
• Social benefits (medical care, Benefit System, life insurance, pension scheme