Client Onboarding Analyst

6 dni temu

Warszawa, Mazovia, Polska Citigroup Pełny etat
Citigroup Client Onboarding Analyst in Warsaw, Poland

The Client Onboard Analyst 1 is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Makes evaluative judgements based on the analysis of factual information. They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own job.

Responsibilities:

  1. Processes client's requests related to system set up including signatories' updates and documentation lodgment.
  2. Co-operates with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes.
  3. Provides response to client and internal inquiries.
  4. Prepares documentation for archiving.
  5. Applies appropriate bank's regulations while processing the requests.
  6. Remains up to date with the current procedures, internal rules, external regulations, and follows the changes in the aforementioned documents.
  7. Documents operation procedure updates.
  8. Processes clients' instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to).

Qualifications:

  1. Bachelor's/University degree or equivalent experience.
  2. Previous experience in financial services preferred.
  3. Knowledge of bank products in the scope of opening and maintaining of bank accounts. Customer communication experience (internal/external). Knowledge on the field of finances and banking.
  4. Flexibility, team spirit, loyalty. High attention to detail. Good PC skills (Excel, Word).
  5. Fluent in both written and spoken English (min. B2).
  6. Be able to work under pressure and to meet deadlines.

We Offer:

  1. Competitive salary, annual salary review, discretionary annual performance bonus.
  2. A challenging work environment where you can collaborate with global teams & clients to contribute to critical banking applications.
  3. A great environment for learning new technology and tools.
  4. Competitive social benefits (medical care, multisport, life insurance, attractive pension plan, holiday allowance, flexible working schedule, EAP - employee assistance program and other).
  5. Working in a friendly, dynamic, supportive and diverse environment – including multiple affinity and social networks & voluntary activities to engage with.
  6. Structured onboarding process and extensive training offering (e.g. Udema, Degreed).
  7. Opportunity to have an influence on the way you perform your tasks - our teams are constantly looking for new and better ways and we encourage all improvement ideas.

Job Family Group: Customer Service

Job Family: Institutional Client Onboarding

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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