Retirement Servicing Ops Analyst - Process Improvement

Citizens Bank; Rhode Island; On-site; USD 65,000 - 80,000; Full time

Job summary

Citizens Bank is seeking a Servicing Ops Analyst for the Retirement Services department. This role focuses on day-to-day processing support and leading digitization and modernization projects in the unit.

The analyst must handle complex, regulated tasks with accuracy and a mindset of continuous improvement. Key responsibilities include processing requests, researching inquiries about retirement accounts, and ensuring compliance with laws and internal procedures.

Qualifications

• 3+ years of work experience in banking/operations.
• Experience with process re-engineering and improvements.
• IRA experience preferred.

Responsibilities

• Performs advanced clerical operations in a fast-paced environment.
• Leads digitization and modernization efforts within Retirement Services.
• Researches inquiries related to retirement accounts and provides updates on processing status.
• Ensures transactions comply with applicable laws and documented procedures.
• Maintains detailed records related to communications and processing of retirement accounts.
• Collaborates with legal, OOC, and branches to improve processing.

Skills

Process improvement

Attention to detail

Problem solving

Multitasking

Communication skills

MS Office

Education

High School or equivalent

Associate degree preferred

Tools

MS Office Suite

Job description

Citizens Bank is seeking a Servicing Ops Analyst for the Retirement Services department. This role focuses on day-to-day processing support and leading digitization and modernization projects in the unit.

The analyst must handle complex, regulated tasks with accuracy and a mindset of continuous improvement. Key responsibilities include processing requests, researching inquiries about retirement accounts, and ensuring compliance with laws and internal procedures.