Client Onboarding Lead Analyst

Discover your future at Citi

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Job Overview

The Client Onboarding Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

• Lead and manage various projects within the account services space, coordinating with cross-functional teams to ensure successful delivery.

• Demonstrates high level of diligence, motivation and organizational skills. Focuses on timely and accurate delivery of all project management functions, as well as delivering superior customer service and resolution of customer issues.

• Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners.

• Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams. Determines new work procedures, analyzes complex and variable issues with significant departmental impact.

• Understands client requirements and implements them correctly. Understands new customer requirements and ensures adequate support to new customer requirements and initiatives.

• Monitors customer satisfaction and service level and drives process changes. Provides innovative solutions to clients. Ensures a strong and robust processing environment with effective controls.

• Establishes risk management practice. Maintains a strong culture of risk and controls through various processes and check points. Identifies means to reduce transaction defects (internal and external). Develops performance matrices to track defects, productivity. Ensures clean audit results. Efficiently and effectively manages new projects and ensures smooth cutover with minimized risks.

• Engages in project planning including cost management. Develops training content, training materials, trackers for the migration.

• Responsible for setting direction of a specialized area. Decisions made at this level will contribute to direction and drive strategy for the entire area; builds strong relationships with internal and external constituents, influencing them to contribute to the success of the business.

• 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:

• 7-9 years of professional experience with a strong background in client-facing roles, specifically in projects management, client onboarding, documentation review, account opening/maintenance within a corporate banking or financial services environment.

• Proven experience in customer service, systems testing, and project rollouts.

• Exceptional interpersonal and communication skills, with a demonstrated ability to communicate clearly and concisely (both written and verbal) with clients and internal business partners.

• Demonstrated strong project management skills within a corporate banking or financial services environment, with the ability to drive initiatives to completion.

• Strong analytical skills to filter, prioritize, and validate complex and dynamic information from multiple sources.

• Advanced execution skills with the ability to effectively prioritize in a fast-paced, high-pressure environment.

• Ability to coach, develop people, and partner confidently with senior management and other support functions.

• A strong understanding of risk and control parameters and the ability to achieve business objectives without compromising them.

• Proficiency in English is required.

• Open to working staggered hours, shifts, or on weekends/public holidays as required by business needs.

We offer:

By joining Citi Solutions Center Poland, you will not only be part of a business casual workplace with a hybrid working model (currently up to 2 days working at home per week), but also (potentially, subject to final offer) receive a competitive base salary and enjoy a whole host of additional benefits which can include:

• Employer paid Defined Contribution Pension Plan contribution of 6% of employee’s pensionable earnings (PPE Program)
• Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates
• Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates
• Employee Assistance Program financed by Employer
• Paid Parental Leave Program (maternity and paternity leave; statutory and 2 weeks additional paid paternity leave)
• Sport Card for employees subsidised via Social Benefits Fund and Sport Cards for certain family members available at preferential rates
• Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events.
• Additional day off for volunteering
• Cafeteria/ flex benefit – a company benefits system which enables employees to select and purchase benefits offered by a provider and available for employees on the platform.
• Opportunity to receive an annual discretionary incentive award
• Special offers and discounts for employees
• Click here to review the Remuneration Regulations extract.

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.
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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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Primary Location Full Time Salary Range:

241 750,00 zł - 411 650,00 zł

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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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