Client Onboard Analyst 2 - C10 - BOGOTA

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

Job Description:

This role is an additional queue manager within the Business Management Office, responsible for the accurate and efficient review and assignment of incoming deals. Our organization recognizes that a positive end-to-end client experience is heavily influenced by routing and kicking off deals promptly once they enter our queue. Upcoming process changes related to the digitization of client onboarding are increasing the work load of this team, and we are seeking an additional person to review and route deals to the appropriate implementation manager. The person in this position has a critical role ensuring high levels of client satisfaction and driving process improvements.

Key Responsibilities:

• Partner closely with the current queue manager to quickly and efficiently route deals to the appropriate team or individual to ensure consistently positive client experience.
• Participate in improvement initiatives and analyze impact to the queue management process. Champion process efficiencies, automation, and streamlining of processes to enable short turn around times while maintaining high degree of accuracy.
• This is a consistently fast paced and high volume position, requiring an individual who thrives in that environment.
• Identify opportunities to improve process efficiency and overall client satisfaction through an improved client onboarding experience
• Coordinate with partner teams on activities and projects including: Global Business Management, the CRM Team, Product, Account Services, and Customer Service etc.
• Cultivate a strong network of those in similar roles elsewhere in the Global Implementation organization who can be utilized for collaboration and best practice sharing. Leverage the tools, ideas, and experiences of organizations outside North America Implementations to invigorate our improvement initiatives.
• Work across cross-functional teams and gain rich process knowledge and execution skills across the functions
• Gather and document requirements from the management team for the future development of automated reporting
• Coordinate testing of new functionalities and reporting for the NA region and globally where applicable
• Communicate timelines and changes to management and the IMs regularly
• Collect feedback from the team and incorporate it into future process and tool developments
• Other activities within the Business Management Office as needed

Knowledge/Experience:

• Fully Bilingual English-Spanish is required
• Industry Knowledge: TTS product and industry knowledge is a plus
• Cash management product knowledge - payments, receivables, liquidity management, Trade Supplier Finance and technical integration is a plus

Skills/Competencies:

• Strong Microsoft Excel Skills
• Experience with CRM is a plus
• Project Management Skills
• Technical Communications - Verbal, Written and Presentation
  
  Client Skills:
• Passionate about remarkable client experience
• Planning and Organizing:
• Ability to adapt to a changing work environment
• Good business/organization judgment-ability to make sound business decisions Competencies
• Strong analytical, problem solving, ideation and time management skills
• Ability to thrive in a fast paced, dynamic environment

------------------------------------------------------

Job Family Group:

Customer Service

------------------------------------------------------

Job Family:

Institutional Client Onboarding

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Most Relevant Skills

Please see the requirements listed above.

------------------------------------------------------

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

------------------------------------------------------

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.