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Citi Group Citi Commercial Bank Onboarding Professional 
Poland, Masovian Voivodeship, Warsaw 
186319856

30.07.2024

By Joining Citi, you will become part of a global organization whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

As CCB Client Onboarding Manager you will be responsible for engaging with both clients and internal stakeholders as part of the AccountOpening/Implementationprocesses. You will be responsible for delivering on your own portfolio of client onboarding projects, working directly with SME businesses and their treasury organizations.


What you’ll do:

  • Responsible for customer interaction, documentation issuance, review and system setups. Demonstrating high level of diligence, motivation, and organizational skills.

  • Focuses on timely and accurate delivery of all account opening functions (Onboarding and KYC), as well as delivering superior customer service and resolution of customer issues by acting as the clients Single Point of Contact and engage with Global partners where necessary to meet our client’s requirements.

  • Performs day to day management of assigned portfolio, related processes and various types of project management in the account services space across multiple internal systems and tools, and managing cross-functional relationships with all teams.

  • Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices and maintains a strong culture of risk and controls

  • Establishes and maintains close working relationship with clients and within internal team to facilitate an open and direct communication of issues, needs, queries, etc., in such that these may be responded to in an efficient, prompt and professional manner.

  • Understands new customer requirements and ensure adequate E2E support to new customer requirements and initiatives.

  • Attends regular conference calls with customers to provide updates on the onboarding and project status as required

  • Owns client queries end to end using project management approach

What we’ll need from you:

  • 2-5 years of experience in Banking Operations, KYC, Finance, Legal Documentation review, Account Maintenance and related Cash management products preferred, exposure to Client interaction.

  • Proficient in handling urgent and escalation cases and manage client and internal team expectations.

  • Proficient knowledge of English, any other European Languages is a plus.

  • Proven ability to establish and maintain business partnerships and client relationships

  • Demonstrated interpersonal skills, pro-active team player but also able to work independently, with exceptional written and verbal communication skills.

  • Highly motivated, persistent, and able to work in a structured, high volume, time sensitive, high-risk environment.

  • Capable of multitasking and eager to learn multiple products in a challenging environment.

  • Fast learner, strong attention to detail, and willingness to go extra mile.

  • Strong investigative, problem solving and analytical skills

By joining Citi Solutions Center Poland, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed) and enjoy a whole host of additional benefits such as:

  • Private Medical Care Program

  • Life Insurance Program

  • Pension Plan contribution (PPE Program)

  • Employee Assistance Program

  • Paid Parental Leave Program (maternity and paternity leave)

  • Sport Card

  • Holidays Allowance

  • Sport and team recreation activities

  • Special offers and discounts for employees

  • Access to an array of learning and development resources

  • A discretional annual performance related bonus

  • A chance to make a difference with various affinity networks and charity initiatives

Institutional Client Onboarding


Time Type:

Full time

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