Client Onboarding Lead Analyst

Citigroup Inc.; Tampa (FL); Hybride; USD 93 000 - 140 000; Plein temps

Résumé du poste

Citigroup Inc. in Tampa is seeking a Client Onboarding Lead Analyst to own end-to-end onboarding for Commercial Cards and Treasury Services, coordinating across Sales, Product, Technology, Operations, Legal and Risk & Controls.

This role drives process excellence, enabling scalable onboarding and accelerating revenue while strengthening controls. It offers a hybrid work model, leadership exposure, and opportunities across geographies.

Qualifications

• Experience reviewing client documentation and account maintenance in financial services.
• Proven ability to manage complex, cross-functional onboarding projects with cost oversight.
• Strong client service delivery with rigorous controls and risk standards.
• Excellent written and verbal English communication.
• Experience managing system testing, rollouts, and customer service operations.
• Ability to coach and develop team members.
• Bachelor's degree in Finance, Economics, or related field.

Responsabilités

• Lead end-to-end Commercial Cards onboarding operations for timely, high-quality delivery.
• Serve as primary client onboarding contact, overseeing documentation and system setup.
• Coordinate onboarding solutions across Sales, Product, Technology, Ops, Legal, and Risk.
• Embed risk and controls culture, ensuring audit readiness and compliance.
• Oversee project planning, cost management, and onboarding change initiatives.
• Develop training materials, migration trackers, and onboarding frameworks.
• Set strategic direction for onboarding with senior stakeholders.

Connaissances

Client onboarding

Cross-functional leadership

Risk & controls

English communication

System testing & rollout

Team coaching & development

Formation

Bachelor's degree

Description du poste

Citi is looking for a Client Onboarding Lead Analyst to take strategic ownership of end-to-end standard and complex implementation and cross-functional project delivery within our Commercial Cards and Treasury Services business. In this role, you will serve as a trusted subject matter expert and project leader — coordinating across Sales, Product, Technology, Operations, Legal, and Risk & Controls to deliver high-quality onboarding outcomes that accelerate client revenue and strengthen Citi's operational controls. Your expertise will directly shape the direction of client onboarding for a specialized area, driving both process excellence and client satisfaction at scale.

Responsibilities

• Lead end-to-end Commercial Cards account opening and onboarding operations, managing all in-process, pended, and service-related activities to ensure timely, accurate, and high-quality delivery for clients and internal partners.
• Serve as the primary point of contact for client onboarding interactions, overseeing documentation issuance, review, and system configuration to support a broad range of account scenarios.
• Manage cross-functional relationships across Sales, Product, Technology, Operations, Legal, and Risk & Controls to coordinate onboarding solutions that meet client requirements and business objectives.
• Establish and embed a strong risk and controls culture across onboarding processes, ensuring audit readiness and full compliance with applicable policies, laws, and regulations.
• Oversee project planning, cost management, and change implementation for new onboarding initiatives, ensuring smooth cutovers and minimal operational risk.
• Develop training materials, migration trackers, and onboarding frameworks to support team capability and consistent delivery standards.
• Set the strategic direction for the onboarding function, building strong relationships with senior internal and external stakeholders to influence outcomes and drive continuous improvement.

Required Qualifications & Skills

• Demonstrated experience in client documentation review, account maintenance, and cash products within a financial services environment.
• Proven ability to manage complex, cross-functional onboarding or account services projects, including financial cost management and delivery oversight.
• Strong track record of delivering high-quality client service while maintaining rigorous controls and risk standards, including the ability to engage confidently with senior stakeholders and regulators.
• Excellent written and verbal communication skills in English, with the ability to guide, influence, and build effective working relationships across internal teams and external clients.
• Experience managing system testing, rollouts, and customer service operations in a prioritized, high-volume environment.
• Ability to coach and develop team members, identifying talent and creating a high-performance delivery culture.
• Bachelor's degree in Finance, Economics, or a related field.

Beneficial Skills & Qualifications

• Familiarity with Commercial Card products and the complexities of implementing customized onboarding solutions for corporate clients.
• Experience developing training content, onboarding playbooks, or process documentation to support operational migrations.
• Exposure to multi-disciplinary programs environments, with the ability to balance competing priorities across Sales, Technology, and Operations workstreams.

What We Offer

At Citi, you will join a high-performing team operating at the intersection of client delivery and operational excellence within a leading global financial institution. This role offers genuine strategic ownership, cross-functional collaboration at senior levels, and the opportunity to shape how Citi onboards and serves its most important commercial clients.

• A hybrid working model with 3 days in the office and 2 days working remotely, providing flexibility alongside meaningful in-person collaboration.
• The opportunity to lead high-impact projects that directly influence client revenue outcomes and the performance of a critical business function.
• Access to Citi's global network, working across multi-disciplinary teams spanning Sales, Product, Technology, Legal, and Risk & Controls.
• Structured learning and development pathways to support your growth into broader leadership and strategic roles.
• A performance-driven environment that recognizes delivery, expertise, and the ability to drive meaningful operational change.
• Competitive compensation and a comprehensive benefits package, including financial wellbeing and family support provisions.
• The scale and stability of one of the world's leading financial institutions, with genuine opportunities to expand your impact across geographies and business lines.

Job Family Group:

Job Family:

Time Type:

Full time

Primary Location:

Tampa Florida United States

Primary Location Full Time Salary Range:

$93,440.00 - $140,160.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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.