Client Onboarding Analyst - BOGOTA

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Job Overview

The Client Onboard Analyst 2 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

Responsibilities:

• Preparation of product documentation based on Client requirements
• Coordinate end to end implementation of local and regional commercial cards solutions
• Continuously reduce implementation cycle time, minimize deal slippage and associated revenue conversion lead time.
• Accurately report project status, escalating effectively for “on hold” and slow moving deals.
• Ensure strict adherence to defined quality standards and practices outlined in “best practices” collateral. Consistently achieve “excellent” rating in scheduled quality reviews.
• Co-ordinate Sales, Product Management, Client Services and Operations partners to ensure client satisfaction – navigate bank on behalf of client, leveraging Citi’s global resources and escalation channels as required to ensure smooth delivery.
• Ensure detailed and timely functional partner engagement leveraging defined tools effectively (e.g., CRM engagement and completed handover process)
• Attending when necessary Client meetings in close cooperation with Product Sales and Relationship Managers.
• Enhanced client satisfaction should be reflected in positive client survey scores and documented during detailed post implementation reviews.
• Tracking and communicating internal and externally the status of the deals.
• Provide ongoing senior management updates on key projects as required.
• Participate in staff forums and survey process.
• Complete all mandatory and personal development trainings as stipulated by controls officer and team lead.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 1-3 years relevant experience
• Results orientation – evidence of proactively driving projects to conclusion
• Excellent communication skills in English and Spanish
• Organizational and planning skills. Negotiation and problem solving skills
• Ability to manage high workload within a pressurized environment. Flexibility – ability to manage a varying workload (ie, volume, complexity and composition)
• Ability to manage complex integration solutions, working alongside Technical and Technology teams. Ability to analyze data and solve problems
• Good work ethic – willingness to take a “hands on” approach to ensuring all elements of the solution are delivered as specified. Attention to detail and experience of working in a controlled environment
• Client service experience
• Proficient in Microsoft Office

Education:

• Bachelors/University degree or equivalent experience
• English: Advanced

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group:

Customer Service

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Job Family:

Institutional Client Onboarding

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

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

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