Full-Time

VP – Client Onboarding Sr Mgr

Updated on 2/21/2025

Citigroup

Citigroup

10,001+ employees

Global financial services and banking solutions

Fintech
Social Impact
Financial Services

Compensation Overview

$93.4k - $140.2kAnnually

+ Incentive Awards + Retention Awards

Senior, Expert

Tampa, FL, USA

Category
Procurement & Sourcing
Quality Control & Compliance
Operations & Logistics
Required Skills
Risk Management
Customer Service

You match the following Citigroup's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 6-10 years of experience in documentation review, account maintenance and related cash products.
  • Bachelor's degree in finance or economy.
  • Good interpersonal communication skills. Able to communicate with internal and external business partners.
  • Consistently demonstrates clear and concise written and verbal communication skills.
  • Demonstrated Project management skill including financial cost management skills.
  • Advanced execution skills in a multi-tasking mode.
  • Proficient knowledge of English (written and spoken).
Responsibilities
  • Responsible for customer interaction, documentation issuance, review and system setups.
  • Demonstrates high level of diligence, motivation and organizational skills.
  • Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues.
  • Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners.
  • Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams.
  • Determines new work procedures, analyzes complex and variable issues with significant departmental impact.
  • Supports the planning and hire of right set of people, train, guide, coach, develop and appraise and reward people based on meritocracy.
  • Supports the motivation of staff through constant interaction with the team.
  • Encourages cross functional training for staffs to enrich their skill base.
  • Optimizes manpower to achieve higher productivity levels. Identifies and develops high performers for next level jobs/mid management position. Ensures team delivers as per service level agreements.
  • Understands client requirements and implements them correctly. Understands new customer requirements and ensures adequate support to new customer requirements and initiatives.
  • Monitors customer satisfaction and service level and drives process changes. Provides innovative solutions to clients.
  • Ensures a robust processing environment with effective controls. Establishes risk management practice.
  • Maintains a culture of risk and controls in the team through various processes and check points. Identifies means to reduce transaction defects (internal and external). Develops performance matrices to track defects, productivity. Ensures clean audit results.
  • Efficiently and effectively manages new projects and ensures smooth cutover with minimized risks.
  • Engages in project planning including cost management. Develops training content, training materials, trackers for the migration.
  • Supports training for new staff. Develops job descriptions for hiring. Manages subordinate supervisors and project staff. Manages occasionally complex and variable issues with significant departmental impact.
  • Shares responsibility for budget, policy formulation and short-term resource planning. Maintains appropriate staffing /hiring requirements to meet operational needs. Responsible for all training and development needs for assigned personnel.
  • Evaluates subordinates' performance and makes recommendations for pay increases, promotions, terminations, etc.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Citigroup provides a wide range of financial services, including consumer banking, corporate and investment banking, and wealth management, to clients around the world. Its services include loans, credit products, securities brokerage, and asset management, catering to individual consumers, businesses, and government entities. Citigroup operates in over 160 countries, utilizing its extensive global network and technology to offer efficient financial solutions. Unlike many competitors, Citigroup emphasizes sustainability and social responsibility through its investments in environmental, social, and governance initiatives. The company's goal is to facilitate international trade and investment while managing financial assets and providing liquidity in the global financial system.

Company Size

10,001+

Company Stage

IPO

Total Funding

$59.8M

Headquarters

Tel Aviv-Yafo, Israel

Founded

1812

Simplify Jobs

Simplify's Take

What believers are saying

  • Citi's involvement in Jumia's sales agreement taps into Africa's growing e-commerce market.
  • The collaboration with Versana enhances Citi's data analytics and operational efficiency.
  • Citi's gender pay equity disclosure strengthens its brand reputation among socially conscious investors.

What critics are saying

  • Increased competition from digital platforms like Versana may erode Citi's market share.
  • Citi's partnership with Jumia exposes it to the volatile African e-commerce market.
  • Regulatory scrutiny on digital banking products could impact Citi's Google Pay Plex accounts.

What makes Citigroup unique

  • Citi's global reach spans over 160 countries, offering unmatched international banking services.
  • The partnership with Mastercard for Google Pay Plex accounts enhances Citi's digital banking presence.
  • Citi's 'Green Deposits' cater to the growing demand for sustainable banking solutions.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Wellness Program

Paid Vacation

Paid Sick Leave

Paid Holidays

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