Client Onboard Analyst

Posted:
9/3/2024, 3:17:36 AM

Location(s):
Warmian-Masurian Voivodeship, Poland

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Customer Success & Support

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:

  • Co-operates with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes.
  • Applies appropriate bank’s regulations while processing the requests.
  • Documents operation procedure updates.
  • Verification and authorization of data entered in the systems.
  • Co-operates with and supports other teams/employees upon supervisor’s instruction, including possibility of movement to another team and/or process.
  • Performs other crucial tasks instructed by supervisors, e.g. participation in trainings, projects, conference calls, systems’ testing.
  • Processes clients’ instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to).
  • Assists in the implementation of validated process improvements.
  • Responsible for coordination of projects around internal processes. Participates in user acceptance test of new systems.
     

Qualifications:

  • Previous experience in financial services preferred
  • Ensures all queries are dealt with in an efficient and timely manner.
  • 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.
  • High attention to detail.
  • Good PC skills (Excel, Word).
  • Fluent in both written and spoken English.
  • Be able to work under pressure and to meet deadlines. Proficient knowledge of English (written and spoken).

We offer:

  • Competitive salary connected with annual salary review and discretionary annual performance bonus

  • Social benefits (private healthcare, award winning pension scheme, multisport, life insurance, holiday allowance, anniversary program, competitive maternity and paternity scheme)

  • Hybrid model of work – from modern offices and from home, flexible working hours

  • Working in a friendly, dynamic, supportive and diverse environment – including multiple affinity and social networks & voluntary activities to engage with

  • Structured onboarding process and extensive training offering (e.g. including Udemy, Degreed)

  • 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

  • Unlimited development opportunities within Citi global network

  • Exposure to a wide range of internal stakeholders as well as to senior management

#LI-DP2

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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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