Client Onboarding Lead Analyst, Citi

Citi

Location:
United States, Tampa

Category:
Banking

Contract Type:
Not provided

Salary:

93440.00 - 140160.00 USD / Year

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Job Description:

The Client Onboarding Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise.

Job Responsibility:

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
Performs day to day management of the account opening and maintenance processing
Responsible for various types of project management in the account services space
Understands client requirements and implements them correctly
Monitors customer satisfaction and service level and drives process changes
Ensures a strong and robust processing environment with effective controls
Establishes risk management practice
Maintains a strong culture of risk and controls through various processes and check points
Efficiently and effectively manages new projects and ensures smooth cutover with minimized risks
Engages in project planning including cost management
Develops training content, training materials, trackers for the migration
Appropriately assess risk when business decisions are made

Requirements:

Previous experience in documentation review, account maintenance and related cash products
Bachelor's degree in finance or economy
Good interpersonal communication skills
Consistently demonstrates clear and concise written and verbal communication skills
Demonstrated Project management skill including financial cost management skills
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
Should be open to working staggered hour/shift/over weekend and on public holidays
Proficient knowledge of English (written and spoken)
Bachelor's/University degree or equivalent experience, potentially Masters degree

What we offer:

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
September 17, 2025

Expiration:
September 22, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Client Onboarding Lead Analyst

Citi

Location:United States, Tampa

Category:Banking

Contract Type:Not provided