Onboarding Manager

**Senior Onboarding Manager**

The role is part of the TTS Client Onboarding Team, which is responsible for co-ordinating client onboarding activities, including all account openings/maintenance, KYC, technical integration and onboarding of all Cash Management products across the Citi Treasury and Trade product suite.

**Job Background/context**:
Citi Treasury and Trade Solutions Group provides integrated cash management and trade finance services to multinational corporations, financial institutions, and public sector organizations across the globe. Citi Digital Working Capital, with its full range of digital and mobile enabled platforms, tools and analytics, continues to lead the way in delivering innovative and tailored solutions to its clients. It offers the industry's most comprehensive suite of treasury and trade solutions, including cash management, payments, receivables, liquidity management and investment services, working capital solutions, commercial and prepaid card programs, trade finance and services.

This role involves working within the EMEA TTS Cash and Trade Onboarding team delivering this wide range of product solutions within projects of varying complexity.

The role requires the individual to form effective working relationships regionally and globally with key clients and stakeholders - Product, Technology, Coverage etc. The individual is required to have strong communication, diplomacy, and analytic skills.

**Responsibilities**:

- Coordinate onboarding of regional and global cash management solutions of all sizes and complexities.
- Continuously reduce onboarding cycle time, minimize deal slippage and associated revenue conversion lead time. Accurately report deal 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 (eg, CRM engagement and completed Customer Service handover process)
- Attending when necessary Client meetings in close cooperation with TTS Product Sales and Relationship Managers
- Enhanced client satisfaction should be reflected in positive client survey scores and documented during detailed post onboarding reviews
- Tracking and communicating internally the status of the deals.
- Effective maintenance and communication of MIS and project metrics. Provide ongoing senior management updates on key projects as required.
- Participate in staff forums and survey process.
- Complete all mandatory and personal development training as stipulated by controls officer and team lead.

**Qualifications**:

- 2-5 years relevant experience
- Results orientation - evidence of proactively driving projects is the conclusion. Excellent communication skills. Organizational and planning skills. Negotiation, decision making and problem-solving skills. Ability to manage high workload within a pressurized environment. Flexibility - ability to manage a varying workload (i.e., volume, complexity and composition). Excellent work ethic - willingness to take a “hands on” approach to ensuring all elements of the client request/project is delivered as specified. Attention to detail and experience of working in a controlled environment
- Self-starter and ability to take initiative in driving projects forward. Excellent organizational and planning skills. Excellent written and verbal communication skills. Excellent customer interaction and management skills. Negotiation and decision making / problem solving skills. Ability to work under high-volume workload and prioritize in an effective manner. Ability to effectively manage and navigate through multi-faceted disciplines throughout the Bank.
- **Job Family Group**:
Implementation
- **Job Family**:
Build Management
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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