Retirement Servicing Ops Analyst - Process Improvement

Citizens Bank; Johnston (RI); On-site; USD 52,000 - 66,000; Full time

Job summary

Citizens Bank seeks a Servicing Ops Analyst to support day-to-day processing within Retirement Services and lead digitization and modernization efforts. You will handle fast-paced processing with complex regulatory requirements, driving improvements while maintaining strong documentation and cross-department collaboration.

The role emphasizes problem solving, process control, and a proactive mindset to optimize service delivery and regulatory compliance within a dynamic team.

Qualifications

• 3+ years of work experience in banking or banking operations.
• Banking/Banking Operations experience preferred.
• Process re-engineering experience preferred.
• IRA experience preferred.
• Ability to work fast paced and complete repetitive tasks accurately.
• Multitask, prioritize, and cross train within the department.
• Demonstrate and discuss processes with external partners.
• Ability to work independently on special projects.
• Strong written and verbal communication skills.
• Beginner to intermediate MS Office (Outlook, Excel, Word).

Responsibilities

• Performs advanced clerical operations that are routine and/or repetitive in a fast-paced environment.
• Problem solves and drives continuous improvement re-engineering and modernization efforts.
• Utilizes methods, procedures and knowledge of the business unit's product(s) and application(s) to process requests and drive improvements.
• Researches and responds to inquiries related to retirement accounts and provides timely updates on processing status.
• Ensures all transactions are compliant with applicable laws, regulations, and documented procedures.
• Maintains accurate, detailed records and documentation related to communications and the processing of retirement accounts.
• Works closely with other departments, including legal, OOC, and branches to facilitate efficient processing and drive improvements.

Skills

Banking Operations

Process Improvement

Customer Service

Analytical Thinking

MS Office

Education

High School Diploma or equivalent

Associate degree preferred

Tools

MS Office

Job description

Citizens Bank seeks a Servicing Ops Analyst to support day-to-day processing within Retirement Services and lead digitization and modernization efforts. You will handle fast-paced processing with complex regulatory requirements, driving improvements while maintaining strong documentation and cross-department collaboration.

The role emphasizes problem solving, process control, and a proactive mindset to optimize service delivery and regulatory compliance within a dynamic team.