Hey I am Abigail

METROPOLITAN BANK AND TRUST COMPANY
(NEW ACCOUNTS SPECIALIST)

Customer Service New Accounts Specialist

As a Customer Service New Accounts Specialist, I am responsible for assisting clients with account opening and ensuring that all onboarding procedures follow regulatory and company standards. My role focuses on delivering excellent customer service while conducting thorough client verification and documentation processes.

I perform Know Your Customer (KYC) verification and client profiling to ensure compliance with financial regulations and internal policies. This includes reviewing identification documents, validating client information, and assessing risk profiles to maintain secure and compliant account creation.

In addition to onboarding, I assist clients by presenting and explaining available financial products and services that best suit their needs. I provide clear guidance to customers, helping them understand account features, benefits, and requirements while maintaining a professional and customer-focused approach

I am also responsible for preparing and maintaining accurate reports, monitoring account activities, updating customer records, and ensuring that all documentation is properly organized and recorded in the system. My role requires strong attention to detail, confidentiality, and the ability to manage multiple tasks efficiently in a fast-paced environment.

Through strong communication skills and dedication to service excellence, I help ensure a smooth customer experience while supporting operational efficiency and compliance standards.