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About the Role

The Client Onboarding Manager in the Citi Commercial Banking team will deliver client onboarding services to customers needing Citibank’s Treasury and Trade Solutions products. This role is part of the TTS Onboarding team, handles most problems independently, and has latitude to solve complex issues. It integrates specialty area knowledge with industry standards and practices, understanding how the team integrates with others to achieve sub-function objectives. The role deals with variable issues with potentially broader business impact, applying professional judgment and breaking down information systematically. Developed communication skills are required to manage client needs and implement deals, with the quality and timeliness of service affecting individual and team effectiveness.

Responsibilities

Lead the implementation of all CCB deals in line with project management methodology and have end-to-end management of a dedicated client deal portfolio, enhancing the client onboarding experience.
Oversee all client onboarding activity end-to-end, including standard, low complexity, and complex account opening, product, and technical onboarding deals.
Ensure the solution meets client expectations and aligns with contractual obligations and agreements.
Support clients through their onboarding journey, responding to technical queries, setting up/entitling client profiles, and supporting client testing and migration to live production.
Coordinate with Sales, Product Management, Client Services, and Operations partners to deliver client deals and ensure client satisfaction, navigating the bank on behalf of the client and leveraging Citi’s global resources and escalation channels.
Serve as a single point of contact for the client and internal functional partners, responsible for the coordination and successful end-to-end delivery of projects.
Closely manage the expectations of the client organization.
Develop and maintain a customized project plan tailored to client requirements, outlining deliverables, milestones, critical path items, and actions.
Establish an appropriate governance model to deliver client requirements, ensuring strict adherence to defined quality standards and practices.
Continuously reduce aging/cycle time, minimize deal slippage, and associated revenue conversion lead time.
Accurately report project status, escalating effectively for 'on hold' and slow-moving deals.
Effectively manage client relationships and act as a trusted advisor for the dedicated client portfolio.
Lead meetings and coordinate activities of cross-organizational implementation teams.
Maintain solid relationships with key client and internal stakeholders.
Partner with the client to escalate and manage critical issues to resolution.
Manage regular client communication for the portfolio of projects and serve as an escalation point for key client and internal stakeholders.
Effectively maintain and communicate MIS and project metrics.
Provide ongoing senior management updates on key projects as required.
Identify opportunities for process improvements and contribute to department initiatives to implement process enhancements.
Appropriately assess risk when business decisions are made, demonstrating 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, and escalating, managing, and reporting control issues with transparency.

Requirements

3-7 years of experience in project management.
Fluency in English and Mandarin is a must as the role will be dedicated to supporting clients from Asia.
Wide organizational knowledge and cross-functional team work experience to deliver multi-work stream projects.
Communication and presentation skills to command senior client and senior internal stakeholder meetings (Steering Committees).
Excellent Leadership skills; ability to promote team building and develop partnerships with other teams.
Ability to analyze and solve complex problems; advanced influence skills.
Self-starter and ability to take initiative in driving projects forward.
Excellent organizational and planning skills to coordinate & lead projects.
Excellent written and verbal communication skills with proficiency in managing emails.
Excellent customer interaction and management skills.
Negotiation and decision making/problem solving skills.
Ability to work under high-volume workload and prioritize effectively.
Ability to work under time pressure and manage different time zones.
Ability to effectively manage and navigate through multi-faceted disciplines throughout the Bank.
Project Management Certification by a reputable organization (i.e. PMI) is preferential or diploma in business/economics.

Skills

Project Management
Client Onboarding
Treasury and Trade Solutions
Communication
Presentation
Leadership
Team Building
Problem Solving
Organizational Skills
Planning Skills
Customer Interaction
Negotiation
Decision Making
Risk Assessment
Process Improvement

Location

Asia

Work Type

Full time

Experience Level

3-7 years

Education Level

Diploma in business/economics
Project Management Certification

Salary/Compensations

$88,240.00 - $132,360.00

About the Company

Citi Commercial Bank (CCB) helps mid-sized companies, across a variety of sectors, develop their businesses and enter new markets.

Equal Opportunity

Citi Canada is an equal opportunity employer. Accordingly, we will make accommodations to respond to the needs of people with disabilities (including, without limitation, physical and mental health disabilities) during the recruitment process and otherwise in accordance with law.
Individuals who view themselves as Aboriginals, members of visible minority or racialized communities, and people with disabilities are encouraged to apply.
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.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.