Assistant Vice President, Client Onboarding

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.

Responsibilities:

• 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's 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.

Qualifications:

• 12-15 years of experience in Account Opening, Client Onboarding and Product Implementation.

• Good interpersonal communication skills. Able to communicate with internal and external business partners.

• 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’s forum for appropriate action and advice.

• Proficient knowledge of English (written and spoken).

Education:

• Bachelor’s/University degree or equivalent experience

All regulatory directives including  Banking Professional Examination requirements related to job grade or functional level elevation is enforced.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group:

Customer Service

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Job Family:

Institutional Client Onboarding

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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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.

 

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