Cash Onboarding Manager
19 hours ago
The Cash Onboarding Manager 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 4/6 weeks before scheduled “go live”)
- Attending when necessary Client meetings in close cooperation with TTS 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**:
- 2-5 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 (ie, 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.
**Education**:
- Bachelors/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
- **Job Family Group**:
Implementation
- **Job Family**:
Build Management
- **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
-
Regional Onboarding Manager
7 months ago
Kuala Lumpur, Malaysia Citi Full time**MYS CTSM KL Regional Onboarding Manager Cash APAC** The role is part of the TTS Client Onboarding Team, which is responsible for coordinating client onboarding activities, including all account openings/maintenance, KYC, technical integration and onboarding of all Cash Management products across the Citi Treasury and Trade product suite. **Job...
-
Kl Cash Onboarding Vice President
4 hours ago
Kuala Lumpur, Malaysia Citi Full timeThe role is part of the TTS Client Onboarding Team, which is responsible for co-ordinating client onboarding activities, including all account openings/maintenance, KYC, technical integration and onboarding of all Cash Management products across the Citi Treasury and Trade product suite. **Job Background/context**: Citi Treasury and Trade Solutions Group...
-
Kuala Lumpur, Malaysia Citi Full time**MYS CTSM KL Regional Onboarding Manager CCB Cash APAC (AVP)** **TTS Senior Onboarding Manager** The role is part of the TTS Client Onboarding Team, which is responsible for co-ordinating client onboarding activities, including all account openings/maintenance, KYC, technical integration and onboarding of all Cash Management products across the Citi...
-
Assistant Vice President, Regional Cash Onboarding
4 months ago
Kuala Lumpur, Malaysia Citi Full timeAt **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...
-
Regional Onboarding Manager Ccb Cash Apac
5 days ago
Kuala Lumpur, Malaysia Citi Full timeThe Regional Onboarding Manager CCB Cash APAC 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...
-
Customer Onboarding Manager
7 months ago
Kuala Lumpur, Malaysia BID Operations Full timeWe are seeking an experienced Customer Onboarding Manager responsible for coordinating and managing the onboarding process for new customers, ensuring their smooth and swift integration with our products or services. This role involves close collaboration with sales, customer support, and other relevant teams to deliver an outstanding customer...
-
Client Onboarding Manager
7 months ago
Kuala Lumpur, Malaysia menumiz Full time**Company Description** menumiz is a cloud-based Hospitality Management Solutions provider located in WP, Kuala Lumpur. Our SaaS platform offers a restaurant management app and electronic Point of Sales (POS) system, utilizing mobile technology to streamline restaurant services, from digital menus to accepting payments. With our solutions, restaurants can...
-
Client Onboarding Assistant Vice President
4 hours ago
Kuala Lumpur, Malaysia Citi Full timeThe role is part of the TTS Client Onboarding Team, which is responsible for coordinating client onboarding activities, including all account openings/maintenance, KYC, technical integration and onboarding of all Cash Management products across the Citi Treasury and Trade product suite. **Job Background/context**: Citi Treasury and Trade Solutions Group...
-
Onboarding Specialist
8 months ago
Kuala Lumpur, Malaysia Hyppies Full timeAre you passionate about simplifying financial transactions across borders? Do you thrive in a dynamic environment, fostering seamless experiences for clients? If so, we have an exciting opportunity for you! **About Us**: They are a leading provider of payment and financial services, dedicated to revolutionizing how businesses and individuals manage...
-
Executive, Client Onboarding
19 hours ago
Kuala Lumpur, Malaysia AFFIN HWANG ASSET MANAGEMENT BERHAD Full time**Responsibilities**: - Assist in the administrative roles related to Client Onboarding processing. - Checking and verification of the Investment Account Opening forms and related documents. - Perform data entry and data verification related to Investment Account Opening. - Perform scanning and filing of Investment Account Opening forms and related...
-
Client Onboarding Specialist
7 months ago
Kuala Lumpur, Malaysia OSOME Full time**We’re Osome** - Entrepreneurs are society’s problem solvers. At Osome, we help entrepreneurs focus on solving problems, empowering them to improve the way we work, travel, communicate, shop, and live. The more problems entrepreneurs can solve, the better our world becomes. We are looking for a client-centric individual to join our team as a **Client...
-
Client Onboarding Analyst
7 months ago
Kuala Lumpur, Malaysia ThinkMarkets Full timeThinkMarkets is a global financial technology company, specializing in providing multi-asset trading solutions to thousands of clients around the world. With our flagship ThinkTrader platform, we make it available for our clients to trade the world 24 hours a day. Our mission is to bridge the gap between traders, investors, and platforms by allowing access...
-
Onboarding Consultant
4 months ago
Kuala Lumpur, Malaysia COINS Full timePosted 23 September 2024 - LocationKuala Lumpur - Job type Permanent - Discipline Professional Services - ReferenceJ13072 **Job description**: We’re looking for people to join the Access family, who share our passion for believing in better, and who will help us continue to grow. Love Work. Love Life. Be You. - is central to our success and how we give...
-
Specialist, Merchant Onboarding
19 hours ago
Kuala Lumpur, Malaysia PERSOLKELLY_RHQ Full timeHybrid Working Condition - Near with public transport - Attractive salary package **Location**: Bangsar South **Working Hour**:Monday - Friday, 9:00 AM - 6:00 PM **Salary**: Maximum budget - RM 4,000 **Job Type**:1 year contract with 6 months probation **Benefits**: - Annual Leave - Medical Benefits - Insurance - EPF, SOCSO & EIS - WFH & WFO - Execute...
-
Onboarding Specialist
7 months ago
Kuala Lumpur, Malaysia menumiz Full time**Company Description** menumiz delivers Hospitality Management Solutions on Cloud. Our SaaS platform, which comprises a restaurant management app and electronic Point of Sales (POS) system, harnesses the power of mobile to speed up restaurant services. From digital menu, taking self-service orders, sending kitchen instructions to accepting payments and...
-
Customer Onboarding Specialist- Mandarin
7 months ago
Kuala Lumpur, Malaysia Abhidi solution SDN BHD Full time**Overview**: As a Customer Onboarding Specialist, you'll play a pivotal role in ensuring our customers seamlessly transition into their Enterprise Agreement (EA) and begin their journey with CISCO's products and services. You will engage with customers early in their lifecycle, providing guidance, support, and expertise to facilitate a smooth onboarding...
-
Client Onboarding Specialist
7 months ago
Kuala Lumpur, Malaysia Marsh Full time**Client Onboarding Specialist** **What can you expect?** - Be a part of a regional operational shared service center - Interact diverse colleagues and stakeholders from various line of business within MMC **What is in it for you?** - Career Development and Training Opportunities - Explore opportunities to work on regional and global projects - Conducive...
-
Onboarding Manager
7 months ago
Kuala Lumpur, Malaysia Citi Full timeAt **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...
-
Customer Onboarding Specialist- Mandarin
7 months ago
Kuala Lumpur, Malaysia Abhidi Solution Private Limited Full timeAs a Customer Onboarding Specialist, you'll play a pivotal role in ensuring our customers seamlessly transition into their Enterprise Agreement (EA) and begin their journey with CISCO's products and services. You will engage with customers early in their lifecycle, providing guidance, support, and expertise to facilitate a smooth onboarding experience. By...
-
Cash Onboarding Manager
5 days ago
Kuala Lumpur, Malaysia Citi Full time**Responsibilities**: - To lead the implementation of complex deals in line with project management methodology and have end to end management of dedicated client deal portfolio enhancing the client on-boarding experience. - Oversight of all client on-boarding activity end-to-end (including standard, low complexity and complex deals). - Manage and...