Client Onboarding Intermediate Analyst

Citibank (Switzerland) AG; Warszawa; Hybrid; Confidential; Full time

Benefits offered by this job

Pension plan

Private medical care

Life Insurance

Employee Assistance Program

Sport card

Holidays allowance

Cafeteria/flex benefits

Discretionary incentive

Job summary

Citibank (Switzerland) AG is seeking an Onboarding Intermediate Analyst to support customer interaction, documentation issuance and system setups for account opening and maintenance. You will manage in-process and pending activities while delivering high-quality service to clients and internal partners.

The role requires 2–5 years of relevant experience, strong English communication, and proficiency in Microsoft Office.

Qualifications

• 2-5 years of experience in Documentation review, Account Maintenance and related Cash products preferred
• Demonstrated interpersonal skills, pro-active team player but also able to work independently, with exceptional written and verbal communication skills.
• Proficient in Microsoft Office Applications. Exposure to Client interaction.

Responsibilities

• Responsible for customer interaction, documentation issuance, review and system setups.
• Focuses on timely and accurate delivery of all account opening functions and superior customer service.
• Maintains risk and controls culture, ensures compliance with internal processes and regulations.
• Acts as SME to senior stakeholders and cross-functional teams.

Skills

Documentation review

Account Maintenance

Cash products

Microsoft Office

English

Education

Bachelor’s degree or equivalent

Tools

CRM systems

Data analysis tools

Job description

The Client Onboarding Intermediate Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities

Responsible for customer interaction, documentation issuance, review and system setups. Demonstrates high level of diligence, motivation and organizational skills. Focuses on timely and accurate delivery of all account opening 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. Ensures consistent delivery of high quality service to customers through meeting or exceeding customer expectation guided by service level agreements and efficiency/accuracy standards. Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices. Establishes and maintains close working relationship with clients and within team to facilitate an open and direct communication of issues, needs, queries, etc., in such that these may be responded to in an efficient, prompt and professional manner. Embarks on continuous on the job training for end to end product knowledge. Understands client requirements and implement them correctly. Understands new customer requirements and ensure adequate support to new customer requirements and initiatives. Monitors customer satisfaction and service level and drive process changes. Maintains a strong culture of risk and controls in the team through various processes and check points. Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed. Has the ability to operate with a limited level of direct supervision. Acts as SME to senior stakeholders and /or other team members. 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

2-5 years of experience in Documentation review, Account Maintenance and related Cash products preferred Demonstrated interpersonal skills, pro-active team player but also able to work independently, with exceptional written and verbal communication skills. Highly motivated, persistent, and able to work in a structured, high volume, time sensitive, high-risk environment. Capable of prioritizing and eager to learn multiple products in a challenging environment. Fast learner, strong attention to detail, and willingness to go extra mile. Proficient in Microsoft Office Applications. Exposure to Client interaction Consistently demonstrates clear and concise written and verbal communication skills. Proficient in handling urgent and escalation cases and manage client and internal team expectations. Proficient knowledge of English (written and spoken). Bachelor’s/University degree or equivalent experience.

We offer

• 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.

Job Family Group: Customer Service

Job Family: Institutional Client Onboarding

Time Type: Full time

Primary Location Full Time Salary Range: 120 200,00 zł - 190 000,00 zł

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.