Peter A. Kotula
New Castle
Summary
Radiating proactive and organized approach, ensuring seamless onboarding experiences. Possesses thorough understanding of employee orientation processes and excels in communication and project management. Capable of fostering positive team integration and driving organizational success.
Overview
10
10
years of professional experience
Work History
Client Onboarding Manager (AVP)
Citi Bank
11.2023 - Current
- Implement Payable, Receivable and liquidity products for financial institutions
- Assist with collecting and leasing with KYC documentation for opening of corporate accounts
- Primary point of contact and support for 70 client portfolios
- Organize and manage onboarding project from initiation to implementation
- Coordinate key internal stake holder to ensure set ups and tasks are completed for targeted go lives
- Test and validate test and production files for client for projects
- Work with bank vendors to implement specific payables and receivables projects
- Review product documentation to ensure its completed correctly and timely
Team Lead- North American Onboarding (AVP)
Citi Bank
11.2021 - 01.2023
- Responsible for ensuring a positive onboarding experience for global clients
- Liaise with clients and internal teams to meet time to market for account openings and updates
- Identify and optimize process improvements to increase client satisfaction
- Support and monitor timely and accurate execution of client and internal requests
- Analyze complex issues that hinder department performance, and to optimize procedures and productivity
- Review legal documentation to confirm regulatory and compliance requirements are met (domestic and international)
- Manage a team of six onboarding specialists, and serve as an escalation point of contact
- Develop training materials for new staff members and facilitate direct reports’ career development
Client Onboarding Senior Analyst (AVP)
Citi Bank
12.2020 - 11.2021
- Perform project manager and dedicated specialist duties for high-end clients
- Responsible for optimizing onboarding process improvements to increase client satisfaction and compliance requirements
- Ensures timely processing of account openings and maintenance requests, focusing on the day-to-day operations
- Responsible for clear and effective client interaction and communication
- Subject matter expert on Client Onboarding Portal and onboarding documentation
- Efficiently manage new projects, and coordinate with the internal team to minimize risks and impacts to the client
Client Onboarding Analyst II
Citi Bank
10.2018 - 12.2020
- Ensure positive onboarding experience for global dedicated clients
- Perform client documentation searches, across internal and external sites, to compile client profiles
- Communicate with clients and internal teams to ensure timelines are met
- Assist with internal and external systems testing
- Responsible for identifying and gathering both FI and Corporate client on onboarding requirements
- Served as a single point of contact for client queries, engaging with global partners, where necessary
HANA Enterprise Cloud Global (HEC) Customer Reference Manager
SAP America
03.2017 - 08.2018
- Recruit HEC customers and manage reference program across 6 regions
- Serve as liaison to account teams for reference calls
- Input and maintain HEC Jam site and CRP
- Provide deal support to HEC sales teams
- Communicate the production of win stories, business transformation studies and customer videos
- Assist with deal closings with reference support of over $150 million
- Work as a liaison between SSEM’s and Account Executives for new deal support
- Assist in creating and planning for HEC Enablement
- Contribute to the creation and distribution of regularly schedule reporting for demand generation leads
Corporate Trust Sales Associate III
Wilmington Trust
04.2015 - 03.2017
- Provide operational support for new business deals and monitor through deal closing
- Maintain deal documentation and client accounts in CRM
- Provide event planning and project management for over 30 conferences and client events
- Maintain client satisfaction by answering inquiries, questions and lead follow up
- Liaison between sales officers and marketing team
- Facilitate RFP information and manage timeline for submission
Education
Bachelor of Science - Business Administration
Immaculata University
Malvern, PA05-2014
Skills
- Organizational growth
- Software implementation
- Policy enforcement
- Stakeholder management
Timeline
Client Onboarding Manager (AVP)
Citi Bank
11.2023 - Current
Team Lead- North American Onboarding (AVP)
Citi Bank
11.2021 - 01.2023
Client Onboarding Senior Analyst (AVP)
Citi Bank
12.2020 - 11.2021
Client Onboarding Analyst II
Citi Bank
10.2018 - 12.2020
HANA Enterprise Cloud Global (HEC) Customer Reference Manager
SAP America
03.2017 - 08.2018
Corporate Trust Sales Associate III
Wilmington Trust
04.2015 - 03.2017
Bachelor of Science - Business Administration
Immaculata University
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