Banking Operations & Service Specialist I

First Citizens Bank; Phoenix (AZ); On-site; USD 42,000 - 58,000; Full time

Job summary

First Citizens Bank is seeking an Operations Associate in Phoenix to support account servicing and customer inquiries. You will manage account creation and termination, perform data entry, and ensure proper documentation and compliance with regulations.

The role emphasizes building relationships with customers and colleagues to streamline service, resolve issues, and contribute to efficient daily operations within the bank.

Qualifications

• High School Diploma or GED required.
• At least 2 years of experience in Operations, Support, or Customer Service.
• Ability to perform data entry, processing, and documentation accurately.
• May assist in promotion and distribution of Bank products or services.

Responsibilities

• Account Servicing - Manages accounts, portfolios, or packages-specific to line of business, including creation and termination.
• Performs routine data entry, processing, and documentation.
• Ensures accuracy and compliance with all rules and regulations.
• Operations - Performs various operational tasks that occur during customer, vendor, and associate inquiries.
• Service & Support - Develops relationships with customers, associates, or vendors to achieve business goals and streamline service experience.
• Determines target needs and provides resolution.
• Business Proficiency - Provides knowledge in area of work. Assists in troubleshooting for both internal and external parties.

Skills

Customer service

Data entry

Education

High School Diploma or GED

Job description

First Citizens Bank is seeking an Operations Associate in Phoenix to support account servicing and customer inquiries. You will manage account creation and termination, perform data entry, and ensure proper documentation and compliance with regulations.

The role emphasizes building relationships with customers and colleagues to streamline service, resolve issues, and contribute to efficient daily operations within the bank.