AI-Powered Banking Servicing Specialist

Santriya Technologies Ltd; United States; Remote; USD 65,000 - 90,000; Full time

Job summary

Santriya Technologies Ltd in the United States seeks an AI Banking Customer Operations Specialist to deliver digital banking servicing using AI agent assist, product knowledge, and controlled workflows for cards, payments, accounts and customer requests.

You will ensure human judgment remains central to customer protection, maintain high-quality case notes, and support testing of AI-assisted workflows while complying with governance and audit requirements.

Qualifications

• Experience handling banking servicing requests.
• Ability to use AI tools to retrieve product/policy information and synthesize history.
• Attention to detail for audit-ready case notes and documentation.

Responsibilities

• Handle account, card, payment and servicing requests within role permissions and documented procedures.
• Use AI to retrieve product/policy information, summarize history and propose next steps; validate against current documentation and live account data.
• Recognize and escalate fraud, scam, vulnerability, complaint, financial difficulty and regulatory triggers.
• Complete maker-checker, authentication and evidence requirements for sensitive actions.
• Explain outcomes transparently and avoid presenting AI inference as bank policy.
• Maintain high-quality case notes and reason codes for audit and analytics.
• Identify product or knowledge gaps from recurring contacts.
• Support controlled testing of new AI-assisted workflows and report unsafe or inaccurate outputs.

Skills

Account handling

Fraud recognition

Audit trails

Documentation

AI tooling literacy

Tools

GenAI copilots

Enterprise search

RAG tooling

Workflow automation

Job description

Santriya Technologies Ltd in the United States seeks an AI Banking Customer Operations Specialist to deliver digital banking servicing using AI agent assist, product knowledge, and controlled workflows for cards, payments, accounts and customer requests.

You will ensure human judgment remains central to customer protection, maintain high-quality case notes, and support testing of AI-assisted workflows while complying with governance and audit requirements.