Onboarding Process Specialist

What we do?

UniCredit in Poland belongs to one of the largest financial groups in Europe, serving over 15 million Clients, including one million businesses. We are building a new banking model that combines the speed and appeal of a fintech with the strength and stability of a universal bank. We draw on 150 years of experience and the unique expertise of our teams, acting as the Group’s pan-European innovation hub.

We are creating ultra-fast and transparent banking with an “all-in-one” application and new opportunities for all Clients - individual, business, and corporate. We provide full omnichannel service thanks to a network of flagship branches in key Polish cities and our Support Center.

Our greatest value is our People - a Team of creative experts who thrive in a dynamic and innovative environment. We focus on collaboration, engagement, and achieving ambitious goals.

We are looking for a Onboarding Process Specialist to join us at this pivotal moment, share our vision, and help shape the future of European banking.

What you will be doing?

Your Role:

As an Onboarding Process Specialist, you'll be a pivotal player in designing, implementing, and optimizing comprehensive onboarding processes for our corporate clients, business partners, or new internal initiatives. Your primary goal will be to ensure a smooth, efficient, and positive onboarding experience that supports business objectives and stakeholder satisfaction.

Your main responsibilities will include:

• KYC/KYB company verification.

• Onboarding Process Documenting, and continuously managing the full lifecycle of onboarding processes, from initiation to full integration or activation.

• Analysis & Optimization: Identifying bottlenecks, areas for improvement, and automation opportunities within existing onboarding processes, then proposing and implementing innovative solutions.

• Cross-Departmental Coordination: Collaborating closely with various departments (e.g., Sales, Legal, IT, Operations, Customer Service) to ensure process consistency, efficiency, and timely task execution.

• Documentation & Compliance Management: Creating, updating, and overseeing the completeness and accuracy of all process and regulatory documentation related to onboarding, ensuring compliance with internal policies and applicable regulations.

• Monitoring & Reporting: Developing key performance indicators (KPIs) for onboarding processes, monitoring their execution, and preparing regular reports for management.

• Operational Query Resolution: Supporting and resolving operational queries from internal and external teams regarding the status of onboarding processes.

• Training & Support: Preparing training materials and conducting sessions for teams involved in onboarding processes, ensuring their full understanding and effective application of procedures.

Skills you should have

• Minimum of 2 years of experience in a process management, operations, or onboarding role within a corporate, financial, or service-oriented sector.

• Exceptional attention to detail and a high level of accuracy in your work.

• Excellent organizational and time management skills, with the ability to manage multiple tasks concurrently.

• Proven analytical skills and the ability to identify problems and propose effective solutions.

• Ability to work independently and collaboratively as part of a team in a fast-paced environment.

• Strong communication and interpersonal skills.

• Fluency in English (B2+ level).

• A proactive and responsible approach to assigned tasks.

What we offer

You will get an opportunity to work in an innovative, digital bank applying state of the art approaches and technologies. Unless limited by banking regulations we offer a flexible form of contract.You will be provided an Individual Development Budget, dedicated to enhancing your professional skills.If your role permits, we also offer flexible work location: home/office —  according to your preference. You and your closest family will be covered with VIP-level private medical care which includes dental treatment and a hospitalisation package. We care for our colleagues’ well being, therefore we cover psychological consultations if you ever feel you need such support. We co-sponsor your Multisport card and cover 50% of its cost. You will work on computer equipment that delivers the best user experience — Apple MacBook. Our office in Warsaw offers healthy snacks throughout the day. 

Our process

We keep our recruiting process simple. Step 1: Talk with one of our Recruiters about your to date experiences and ambitionsStep 2: Meet with your future Team Manager to deep dive on the role specifics and our work environment

Our note to you

Diverse teams really are the best teams. Research shows that some candidates may hesitate to apply for a job unless they meet every requirement. If you are excited about working with us, we encourage you to apply - even if you're not 100% sure. We are interested in getting to know you and learning about what you bring to the table.

Please note that we may close a job posting early if we receive a large number of exceptional applications.

Good luck!