Account Services Unit Senior Executive

Citibank - More jobs by this advertiser
Account Services Unit Senior Executive-18077469

Job Description

  • Position Title: Sr. Executive 
  • Grade/Level: C05
  • Business Group: Operations 
  • Function/Group: Treasury & Trade Solutions (TTS)
  • Department: India Acct Services Ops - TTS Client Ops 
  • Location: Chennai

Role and Responsibilities:


Business/Department Objectives: 

  • Team will be responsible for providing Account Services processing support for Asia Acct Serv Ops involving the processing of Account Services products related to Account Opening / Closure, Maintenance, Document Review with an understanding of underlying Account Services documentation

Core Responsibilities: 

  • Team Member role
  • Risk and Control
  • Support/ participate in new projects/migrations and ensure smooth cut over with minimized risks – internal and external

Day-to-Day Responsibilities: 

  • Processing of day to day transactions as per local operating procedures
  • The candidate will be responsible for handling Account Services and all related correspondents and follow ups
  • Customer interaction, Understand customer requirements, documentation issuance and review and system entries
  • Delivers as per Service Level Agreement at all times. Ensure service quality is maintained
  • Understand customer requirements
  • Meet required productivity metrics set for the team
  • Ensure tracking, accurate and timely resolutions of issues and exception raised
  • Client inquiries are investigated and responded appropriately
  • Adhere to internal policies to ensure compliance with legal parameters as well as company policies and procedures
  • Perform the dual roles of Maker and Checker independently with great attention to detail
  • Perform control related activities to mitigate risk
  • Quickly adopt and support process changes / automation initiatives driven by LEAN/OCR/RPA to deliver higher productivity, enhanced risk and controls and remarkable client experience

Key Deliverables: 

  • Processing of day to day transactions as per local operating procedures
  • Ensure service quality is maintained
  • Adhere to internal policies to ensure compliance with legal parameters as well as company policies and procedures
  • Perform control related activities to mitigate risk
  • Meet required productivity metrics set for the team

Percentage of Travel: 

  • No                                 
  • Yes, 10% of the Time      
  • Yes, 25% of the Time 
  • Yes, 50% of the Time 
  • Yes, 75% of the Time      
  • Yes, 100% of the Time


  • 2nd & 4th Saturday Off subject to Workflow. 1st, 3rd and 5th Saturday will be full day working
  • Shift Timing: India/Asia shift on rotation basis






  • Required
    • Bachelor Degree (commerce/science stream preferred), First class or above 


  • Required
    • 2-3 years 
  • Preferred
    • Previous experience in handling India / Asia Account Services documents




  • Core:
    • Ability to execute and exceed both internal and customer expectations in a team-oriented Operations environment
    • Ability to work as a team with offsite partners
    • Excellent communication skills with the ability to articulate well and converse fluently when interacting with clients
    • Confident and able to handle client queries and assigned cases with the aim to continually improve client experience
    • Consistent ability to adapt to process changes quickly and accurately
    • Strong attention to detail is required to ensure the data privacy of our client information


  • Competencies:
    • Very Good knowledge of Banking products specifically Current Account / Savings account Operations
    • Information must be expressed coherently and accurately to key people in a timely manner
    • Confidence, self-motivation and plenty of initiative
    • Strong sense of ownership and accountability for work
    • Ability to build working relationships with stakeholders
    • Good oral and written communication skills
    • Ability to work in team environment
    • Enthusiasm and strong desire to work in operations
    • Well versed with RBI Guidelines


  • Required
    • Clear Oral and Written Communication, Good Knowledge in Excel 



25 December 2018
Location: India Tamil Nadu Chennai
Work type:
Full time
Banking and Financial Services
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

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