Vice President, Regional Onboarding Manager
5 months ago
At **Citi**, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them meet their biggest opportunities and face the world's toughest challenges.
Citi’s **Treasury and Trade Solutions (TTS) **provides global solutions that can help clients drive their business forward while investing in innovation to bring new solutions to life.
The Regional Onboarding Manager Commercial Cards is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. 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 subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. 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 and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
**Responsibilities**:
- Coordinate implementation of regional and global cash management solutions of small size and low complexity.
- Continuously reduce implementation cycle time, minimize deal slippage and associated revenue conversion lead time. Accurately report project status, escalating effectively for “on hold” and slow moving deals.
- Ensure strict adherence to defined quality standards and practices outlined in “best practices” collateral. Consistently achieve “excellent” rating in scheduled quality reviews.
- Co-ordinate Sales, Product Management, Client Services and Operations partners to 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 CSR handover process 8/10 weeks before scheduled “go live”)
- Attending when necessary, Client meetings in close cooperation with Product Sales and Relationship Managers
- 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**:
- 12- 14 years relevant experience
- Results orientation - evidence of proactively driving projects to conclusion. Excellent 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. Excellent work ethic - willingness to take a “hands on” approach to ensuring all elements of the solution are 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.
- Fluent Hindi or Mandarin speaking will be an advantage as this is crucial for managing India / Hong Kong based clients which is part of the role.
**Education**:
- Bachelors/University degree or equivalent experience
- PMP Certification will be an advantage
- **Job Family Group**:
Implementation
- **Job Family**:
Build Management
- **Time Type
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