Client Onboarding Senior Analyst

Citigroup Inc.; Warszawa; Hybrid; PLN 180,000 - 240,000; Full time

Job summary

A global financial institution is seeking a Client Onboarding Project Manager in Warsaw. The candidate will lead onboarding for cash management solutions, managing client satisfaction across teams. The role requires over 2 years of experience in financial onboarding or project management. This position offers a competitive salary and a hybrid working model with various employee benefits.

Benefits

Private Medical Care Program

Life Insurance Program

Pension Plan contribution

Employee Assistance Program

Paid Parental Leave

Sport Card

Holidays Allowance

Sports and team activities

Learning and development resources

Performance-related bonus

Qualifications

• 2+ years of relevant experience in Financial Client Onboarding or Project Management.
• Ability to manage complex integration solutions.
• Results-oriented with evidence of proactively driving projects.

Responsibilities

• Lead onboarding projects for cash management solutions.
• Reduce onboarding cycle time and minimize revenue conversion lead time.
• Ensure client satisfaction by working with various teams.

Skills

Financial Client Onboarding experience

Project Management

Communication

Organizational skills

Problem-solving

Flexibility

Attention to detail

Job description

Overview

Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in Citi’s Client Onboarding Team.

By Joining Citi, you will become part of a global organization whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Team/Role Overview:

The EMEA Trade and Treasure Services (TTS) Onboarding Team is responsible for account opening, account maintenance, technical integration, and onboarding of all Cash Management products across the Citi Treasury and Trade product suite. We are a team that is obsessed about providing a positive onboarding experience for our clients.

What you’ll do

• Lead client onboarding projects of regional and global cash management solutions working directly with specific middle market clients
• Continuously reduce onboarding cycle time, minimize deal slippage and associated revenue conversion lead time
• Accurately report project status, escalating effectively for “on hold” and slow-moving deals
• Application of structured project management methodologies throughout the onboarding life cycle, ensuring effective project control and delivery to plan
• Work with Relationship Management, Sales, Product Management, Client Services and Operations to ensure client satisfaction - navigate bank on behalf of client, leveraging Citi's global resources and escalation channels as required to ensure smooth delivery
• Attending, when necessary, Client meetings in close cooperation with Product Sales and Relationship Managers
• Effective maintenance and communication of MIS and project metrics. Provide ongoing senior management updates on key projects as required

What we’ll need from you

• 2+ years of relevant Financial Client Onboarding and/or Project Management experience is a must
• Ability to manage complex integration solutions, working alongside Technical and Technology teams
• Results orientation - evidence of proactively driving projects is the conclusion
• Excellent communication
• Organizational and planning skills.
• Negotiation, decision making and problem-solving skills.
• Flexibility - ability to manage a varying workload (i.e., volume, complexity, and composition).
• Attention to detail and experience of working in a controlled environment

What we can offer you

By joining Citi Solutions Center Poland, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed) and enjoy a whole host of additional benefits such as:

• Private Medical Care Program
• Life Insurance Program
• Pension Plan contribution (PPE Program)
• Employee Assistance Program
• Paid Parental Leave Program (maternity and paternity leave)
• Sport Card
• Holidays Allowance
• Sport and team recreation activities
• Special offers and discounts for employees
• Access to an array of learning and development resources
• A discretionary annual performance related bonus
• A chance to make a difference with various affinity networks and charity initiatives

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.

We are an equal opportunity employer; qualified candidates will receive consideration without regard to 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, the EEO Policy Statement, and the Know Your Rights poster.