Banking Operation Specialist

Citigroup; Pune District; On-site; INR 350,000 - 700,000; Full time

Job summary

Citigroup in Pune, India seeks an Ops Support Specialist 5 to provide day-to-day operations support, including record maintenance, account openings, and liaison with relation managers and clients.

The role emphasizes handling escalations, supporting Lean initiatives, risk assessments, and ensuring compliance with applicable laws while contributing to process improvements.

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, 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.

Skills

Dispute process knowledge

Analytical skills

Written and verbal communication

Problem-solving

Customer service

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

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