Banking Operation Specialist

Citi; Maharashtra; On-site; INR 400,000 - 600,000; Full time

Job summary

Citi is seeking an Ops Support Specialist 5 in Maharashtra. This entry-level role provides operations support including record maintenance, account opening, and coordination with Core Team.

It also serves as a liaison between operations staff, RM, PM, custodians, and clients. The position requires 2–4 years of relevant experience, proficiency in Microsoft Office, knowledge of dispute processes, and the ability to work unsupervised with occasional weekend and late-night shifts.

Qualifications

• 2–4 years of relevant experience.
• Proficient in Microsoft Office.
• Comprehensive knowledge of Dispute process.
• Ability to work unsupervised and apply problem solve capabilities.
• Ability to work occasional weekends to support Pega releases and COB testing.
• Comfortable to work in late-night shift schedule, which is expected to start around 11:30 PM or 12:30 AM.
• Demonstrated analytical skills and mathematical knowledge.
• Consistently demonstrates clear and concise written and verbal communication skills.

Responsibilities

• Resolve customer inquiries and supervise escalated issues, providing efficient and effective customer service to Citi’s clients.
• Identify opportunities to offer value added products and services while adhering to strict laws and regulation governing Telesales.
• Communicate daily with management on productivity, quality, availability, MIS indicators, and providing written and oral communications for approval of correct financial entries and resolution of incorrect entries.
• Facilitate training based on needs of staff within the department and assist with answering staff questions within Disputes, as needed.
• Support expansive and diverse array of products and services.
• Assist with ongoing Lean and process improvement projects.
• Resolve complex problems based on best practice/precedence, escalating as needed.
• Appropriately assess risk when business decisions are made, driving compliance with applicable laws, rules and regulations.

Skills

Analytical skills

Dispute process

Communication skills

Problem solving

Unsupervised work

Education

High School diploma or equivalent

Tools

Microsoft Office

Job description

The Ops Support Specialist 5 is an entry-level position responsible for providing operations support services, including but not limited to; record/documentation maintenance, storage & retrieval of records, account maintenance, imaging and the opening of accounts in coordination with the Operations - Core Team. Additionally, the Ops Support Specialist 5 serves as the liaison between operations staff, relationship managers, project managers, custodians and clients. The overall objective of this role is to provide day-to-day operations support in alignment with Citi operations support infrastructure and processes.

Responsibilities

• Resolve customer inquiries and supervise escalated issues, providing efficient and effective customer service to Citi’s clients
• Identify opportunities to offer value added products and services while adhering to strict laws and regulation governing Telesales
• Communicate daily with management on productivity, quality, availability, Management Information System (MIS) indicators, as well as providing written and oral communications to supported business areas for approval of correct financial entries and resolution of incorrect entries
• Facilitate training based on needs of staff within the department and assist with answering staff questions within Disputes, as needed
• Support expansive and diverse array of products and services
• Assist with ongoing Lean and process improvement projects
• Resolve complex problems based on best practice/precedence, escalating as needed
• 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.

Qualifications

• 2-4 years of relevant experience
• Proficient in Microsoft Office
• Comprehensive knowledge of Dispute process
• Ability to work unsupervised and apply problem solve capabilities
• Ability to work occasional weekends to support Pega releases and COB testing
• Comfortable to work in late-night shift schedule, which is expected to start around 11:30 PM or 12:30 AM.
• Demonstrated analytical skills and mathematical knowledge
• Consistently demonstrates clear and concise written and verbal communication skills

Education

• High School diploma or equivalent

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

Operations - Core

Job Family

Operations Support

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

Loan Operations, Mortgage Operations, Payment Services, Transaction Services.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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