Banking Operation Specialist

Citi; New York (NY); Sur place; USD 55 000 - 85 000; Plein temps

Résumé du poste

Citi is seeking an OPS Support Specialist 5 in New York to provide day-to-day operations support across records, imaging, and onboarding in coordination with the Core Team.

The role liaises with relationship managers, project managers, custodians and clients, handling inquiries and supporting process improvements while ensuring compliance with laws and Citi policies.

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.

Responsabilités

• 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 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.

Connaissances

Analytical skills

Written communication

Verbal communication

Problem solving

Dispute process

Independent work

Weekend work

Night shift readiness

Formation

High School diploma or equivalent

Outils

Microsoft Office

Description du poste

Banking Operation Specialist

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

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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