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We re currently looking for a high caliber professional to join our team as Assistant Vice President, Client Onboarding (Internal Job Title: Client Onboarding Sr Analyst - C12) based in Dhaka, Bangladesh. Being part of our team means that we ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. The Client Onboarding Sr Analyst is a seasoned professional role, involved in processing Account Services and Banking Products including Account Opening / Closure, Maintenance, Document Review/Processing, and implementation of Cash/Trade Products with an understanding of underlying documentation and processing guidelines.
Job Responsibility:
Review service quality, production systems, and client reporting within Onboarding Operations
Analyze complex and variable issues to resolve issues and ensure team deliverables meet performance and quality expectations
Manage performance, identify areas of development/training and make recommendations for pay increases, promotions, terminations, hiring, etc. of team
Contribute to planning, budget management and formulation of procedures
Processing of day to day transactions/deals as per local operating procedures
Establish appropriate governance model to deliver client requirements ensuring strict adherence to defined quality standards and practices outlined in best practices collateral
Closely interact and coordinate with Customer, Documentation issuance/review/processing, System setups and System integrations
Perform the dual roles of Maker and Checker independently with great attention to detail
Provide regular updates on key projects to internal/external stakeholders as per requirement
Effectively manage client relationships and ultimately act as trusted advisor for dedicated client portfolio
Lead meetings and coordinate activities of the cross-organizational implementation teams
Chair the Board and Steering Committee meetings with all cross-functional team leads
Maintain solid relationships with key client and internal stakeholders
Manage regular client communication for portfolio of projects and serves as escalation point for key client and internal stakeholders
Meet required productivity metrics set for the team
Ensure tracking, accurate and timely resolutions of issues and exception raised
Continuously reduce Client 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
Identify opportunities for process improvements and contribute to department initiatives to implement process enhancements
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 culture of risk and controls in the team through various processes and check points
Serve as backup to the Onboarding Operations Senior Manager
Adhere to internal policies to ensure compliance with legal parameters as well as company policies and procedures
Always Delivers as per Service Level Agreement
Ensure service quality is maintained
Assist unit for audit preparation and necessary actions for clean audit results
Perform control related activities to mitigate risk
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards
Requirements:
12-15 years of experience in Account Opening, Client Onboarding and Product Implementation
Good interpersonal communication skills
Consistently demonstrates clear and concise written and verbal communication skills
Demonstrated Project management skill including financial cost management skill
Advanced execution skills in a multi-tasking mode
Exposure to Customer Service and handling of system, testing and rollouts
Ability to achieve business objectives without compromising on controls and risk parameters established
Ability to interact confidently with senior management and or regulators
Ability to coach and develop people, identifying and retaining talent
Able to partner with businesses and other support functions at senior levels in setting strategy and priorities
Able to strive under pressure and covert opportunity from risk
To ensure excellent rapport with internal stakeholders including peers and seniors and duly provide inputs to the team and ensure timely resolution of all issues, wherever there are business risks and the issues need to get addressed such cases should be raised to the senior forum for appropriate action and advice
Proficient knowledge of English (written and spoken)
Bachelor/University degree or equivalent experience
All regulatory directives including Banking Professional Examination requirements related to job grade or functional level elevation is enforced