Tts Trade Client Onboarding Manager
1 week ago
**The Trade Client Onboarding Manager in the TTS-Trade Onboarding team deliver client onboarding services to our customers who need Citibank’s Trade and working capital solutions. The role integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the sub-function/ job family. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication skills are required to handle client needs while implementing deals. Quality and timeliness of service provided will affect the effectiveness of self and the team.**: **Responsibilities**: - ** Coordinate implementation of regional TTS Trade deals managing complex Trade Payables and receivables deals as well as other Trade product deals. This role is expected to provide Lead Onboarding oversight for Global Trade deals for North American clients**: - ** Continuously reduce 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.**: - ** Support client through their Onboarding journey - responding to technical queries, set up/entitle client profiles as per requirements, support client testing and migration to live production.**: - ** Co-ordinate with Sales, Product Management, Client Services and Operations partners to deliver the client deals and ensure client satisfaction - navigate bank on behalf of client, leveraging Citi’s global resources and escalation channels as required to ensure smooth delivery.**: - ** Ensure detailed and timely functional partner engagement leveraging defined tools effectively (e.g., CRM engagement and completed Service handover process before scheduled “go live”)**: - ** Enhanced client satisfaction should be reflected in positive client survey scores and documented during detailed post implementation reviews and case book write ups for future implementation usage and marketing purposes.**: - ** Tracking and communicating internally the status of the deals.**: - ** Effective maintenance and communication of MIS and project metrics. Provide ongoing senior management updates on key projects as required.**: - ** Participate in staff forums and survey process.**: - ** Complete all mandatory and personal development training as stipulated by controls officer and team lead.**: **Qualifications**: - ** 8+ years relevant experience**: - ** Results orientation - evidence of proactively driving projects to conclusion. Demonstrated communication skills.**: - ** Organizational and planning skills. Negotiation, decision making and problem-solving skills. Ability to manage high workload within a pressurized environment.**: - ** Flexibility - ability to manage a varying workload (i.e., volume, complexity and composition). Ability to manage complex integration solutions, working alongside Technical and Technology teams.**: - ** Strong work ethic - willingness to take a “hands on” approach to ensuring all elements of the solution is delivered as specified.**: - ** Attention to detail and experience of working in a controlled environment**: - ** Self-starter and ability to take initiative in driving projects forward. Excellent organizational and planning skills. Excellent written and verbal communication skills. Excellent customer interaction and management skills. Negotiation and decision making/problem solving skills. Ability to work under high-volume workload and prioritize in an effective manner. Ability to effectively manage and navigate through multi-faceted disciplines throughout the Bank.**: **Education**: - ** Bachelor’s/University** degree or equivalent experience**: **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.**: - **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. View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**. View the **EEO Policy Statement**. View the **Pay Transparency Posting
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Client Onboard Analyst
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Client Onboard Analyst
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Mississauga, Ontario, Canada Citi Full timeThe Onboarding Manager will have a good understanding of how the team and area integrate with others in accomplishing the objectives of the sub function/job family. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and...
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