CitiBank Citibank thông báo tuyển dụng Relationship Associate

Citibank

Thành viên
Primary Location: Vietnam,Ha Noi
Education: Bachelor's Degree
Job Function: Commercial and Business Sales
Schedule: Full-time
Shift: Day Job
Employee Status: Regular
Travel Time: Yes, 25 % of the Time
Job ID: 18048324
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1.Onboarding
Responsibilities in relation to implementation of new client account include:
  • Guiding a new client in the completion of the account opening forms, validate for completeness of executed forms & supporting documentation, perform callback confirmation and where necessary, ensure that relevant waivers and deferrals are obtained before routing the documents to the Account Services Unit (ASU) for processing.
  • Following up on the account opening in a timely manner and engage ASU, Compliance and client on clarification and rectification of discrepancies, if any.
  • Advising client on the account details via secured email upon account opening. Post account opening, RA will be required to ensure all internal system tagging are correctly completed (e.g. RM and cost center codes) and that client-specific pricing has been updated and made effective in the pricing system.
  • Responsibilities in relation to implementation of new credit facilities include:
  • Following up with client on acceptance of offer and to engage client on the rectification of any discrepancies in the credit documentation.
  • Upon receipt of executed documents, perform initial check that they are in good order and to liaise with external counsel on any registration of charges/collateral in relation to the facility requirements before onward lodgment with CRMS.
  • Following up on the timely availment of the facility and to inform the client once completed.

2.Maintenance
Responsibilities in relation to maintenance of client information include:
  • Ensuring timely update of all client-related information including any changes in signatories, addresses, contact details, client-specific pricing and electronic banking privileges and mandates.
  • Performing regular portfolio review of dormant accounts and to highlight to RMs for their necessary action.
  • Preparing of client correspondences including dormant letters, account closure letters, reference letters, etc.
  • Ensuring lodgement of client-related documents with ASU and CRMS for non-borrowing and borrowing clients, respectively.
  • Owning and overseeing end-to-end process for account closure with the assistance of various internal departments in order to ensure no undocumented exposures or lapses, and to inform clients accordingly.
  • Obtaining necessary information and supporting documents from clients (if not obtained by RM during normal course of business) for CADD renewals and compliance queries.
  • Coordinating Business recommendations and Risk approvals for overdrawn accounts (morning show duty).
  • Maintaining and archive documents according to business requirements.
  • Clearing and routing incoming mails to intended recipients.

3.Servicing
Responsibilities in relation to providing customer service to clients include:
  • Coordinating internal departments to deliver the best possible service outcome for the client.
  • Responding to client queries in a timely, accurate and relevant manner.
  • Owning and managing the process for obtaining approvals for line excesses via CRI, including sourcing and clarifying relevant information from the RM and client before recommending the transaction for approval.
  • Following up closely with CitiService for stop check, fund recall or any request that is important to the client or time sensitive.
  • Resolving, with clients’ inputs (and RM approval where necessary), technical errors due to lapses by the clients such as irregular or wrong check signatures, unintended temporary account excesses, etc.
  • Assisting in the resolution of operational errors that occur from time to time owing to lapses by the bank and to manage the communication with the client, if it is beyond TSP or Citiservice’s mandate.

4.Qualifications
  • University graduate
  • At least 2-year experiences in banking industry
  • Customer oriented
  • Attentive to details with high accuracy in work
  • Ability to effectively plan, manage time and work independently.
  • Proficiency in English and Vietnamese
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Ban quản trị Diễn đàn UB
Công ty CP Đầu tư & Phát triển UB Việt Nam
www.ub.edu.vn
 

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