Account Opening Resume Sample

22 votes
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Nyah Reichert
423 Teresa Springs,  San Francisco, CA
+1 (555) 660 1360

Work Experience

Account Opening Specialist
09/2017 - PRESENT
Los Angeles, CA
  • Input and maintenance of client data in the bank’s systems
  • Continually evaluate and improve efficiency, accuracy, and quality control of workflow design, inquiry responsiveness, reduction of TAT for new account set up, etc
  • Implement regulatory changes as mandated by circulars issued by RBI / SEBI, depositories and other regulatory bodies
  • Managing team and leading projects
  • Reviewing Individual’s and Team’s Productivity on daily basis and sharing feedback to the Team members
  • Delivery in line with agreed Service Level Agreements
  • Follow a standard operating model and governance
Jpms Client Onboarding Account Opening Analyst
04/2012 - 05/2017
Los Angeles, CA
  • Identification, management and control of the operational risk indicators for centralized liability operations
  • Managing larger number of reconciliation of accounts and ensure that all open entries are cleared with in the time permitted for each of the transactions
  • Manage & coaching a team of 15 to 20 and motivating them to achieve a desired results
  • Timely and complete closure of customer issued raised by the CCU/CP/ERU
  • Investigation and analysis of Root Cause of Issues identified through Customer complaints, Concurrent Audit and Post Facto Reviews conducted
  • Continuously working on improving from current process and initiating corrective actions with an objective of Cost Reduction, Risk Mitigation and for better customer Service
  • Compile and process manual daily pricing files of non-automated vendor supplied pricing into Citi’s platform
  • Processing account opening and maintenance requests in a timely manner
  • Maintaining accurate onboarding metrics and present this data to Sales teams weekly
Account Opening
09/2006 - 02/2012
Chicago, IL
  • Liaising with internal stakeholders (Banking, Credit, Investment Counselors, Legal and Sales)
  • Engaging different business lines within CPB to ensure onboarding and service practices are standardized and streamlined across Capital Markets platforms
  • Understanding and adhering to established compliance procedures in relation to client onboarding and other regulatory initiatives (e.g. Dodd Frank)
  • Running pre-trade client suitability, documentation and Credit checks for Product Specialists and answering any service related questions
  • Conducting onboarding training for Banking Teams and new-hire staff
  • Serve as main point of contact to resolve account opening related service inquiries
  • Promoting the alignment of IG’s values, strategy and vision throughout the team
  • Review and approve new international accounts and business travel


University of Mount Union
2002 - 2006
Bachelor's Degree in Finance

Professional Skills

  • Prioritising and managing your daily workload in an ever changing environment
  • Taking ownership to implement new ways to improve customer experience
  • Experience in customer adoption and consumer-facing technology, preferably in the retail banking or account opening areas
  • Strong understanding around the governing documentation of a legal entity (legal entity structures, operating LLC’s, bi-laws etc.)
  • Prioritise and manage a busy workload while always delivering amazing service
  • An understanding of how a bank works - knowledge of the systems T24 or CRM would help, as would experience of opening accounts, but these are not essential
  • Experience of managing customer bump-up’s and escalations within Metro Bank

How to write Account Opening Resume

Account Opening role is responsible for insurance, travel, retail, finance, credit, securities, training, compliance, analysis, legal.
To write great resume for account opening job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Account Opening Resume

The section contact information is important in your account opening resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Account Opening Resume

The section work experience is an essential part of your account opening resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous account opening responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular account opening position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Account Opening resume experience can include:

  • Financial services experience with a solid understanding of bank regulations
  • Customer onboarding experience
  • Prioritise and manage your daily workload in an ever changing environment
  • Take ownership to implement new ways to improve customer experience
  • Managing escalations from customers and colleagues
  • Resolving any service or process challenges

Education on an Account Opening Resume

Make sure to make education a priority on your account opening resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your account opening experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Account Opening Resume

When listing skills on your account opening resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical account opening skills:

  • Prioritise and manage your daily workload in an ever changing environment from Regulatory, Operational and IT changes
  • Five or more years’ managerial experience within Operations
  • Comfortable thinking on your feet and taking ownership of how to make things better for our customers
  • Knowledge of the cash management products and business and commercial insolvency processes would be beneficial but not necessary
  • Review all new and existing BMO Harris Financial Advisors business for missing and/or inaccurate information to determine if consistent with the firm’s policies and procedures and departmental guidelines
  • Undertake quality review of clients’ KYC records

List of Typical Experience For an Account Opening Resume


Experience For Account Opening Specialist Resume

  • Assist with coordination and content creation of international training
  • Build relationship with sales, compliance and other operational departments (we are not client facing team)
  • Review and approve account modifications
  • Provide guidance to field on dealings with international clients
  • Answer calls on IAC hotline
  • Assist with compilation of metrics/reports on international business
  • Assist remediation of clients’ accounts in response to local law changes

Experience For Jpms Client Onboarding Account Opening Analyst Resume

  • Assist in creation of systematic controls to mitigate risks associated with international business
  • Activate accounts for retail accounts
  • Complete basic new business tasks
  • Work with global team across London, Krakow and Bangalore

List of Typical Skills For an Account Opening Resume


Skills For Account Opening Specialist Resume

  • Analytical approach, process driven
  • Oral and written fluency in English and Portuguese is critical
  • MBA or Post Graduate or a Graduate
  • Deal with bump ups from stakeholders, customers and internal colleagues
  • Resolve any service issue, process challenges or customer Expressions of Dissatisfaction (EoDs), by taking ownership and implementing new ways to make things better for customers - always looking for ways to surprise & delight
  • Resource challenges where volumes are unpredictable, planning and multitasking is essential

Skills For Jpms Client Onboarding Account Opening Analyst Resume

  • To Manage domestic and NR Account opening operations
  • Manage escalations from customers and colleagues
  • Resolve any service or process challenges

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