Job Information
Citizens Private Bank Operations Onboarding Specialist in Johnston, Rhode Island
Description
The mission of the Private Bank Operations is to deliver a best-in-class experience for Private Bank clients and the colleagues that support them. An Onboarding Specialist supports the on-boarding activities for the Private Bank, with an emphasis on operational excellence and superior service. This role contributes and champions process improvement ideas and a culture of continuous refinement and enhanced client experience. This role develops and maintains effective working relationships with peers while operating effectively in an environment of cooperation and change. The goal is to ensure that requests are processed timely, accurately, and with completeness to ensure a positive customer experience and to mitigate risk.
Primary responsibilities include:
Facilitates the Deposit Account opening process and account maintenance for the Private Bank, including blocked and controlled control accounts
Exceed customer expectations, by doing the right thing, and working together. Respond to internal/external customer inquiries within 24 hours. Escalate issues to management within 24 hours or raise at daily huddles. Suggest customer experience improvement opportunities as you identify them. Demonstrate ability and willingness to drive these to completion.
Applies and enforces risk mitigation controls
Escalates any exceptions to leadership and other concerned parties
Produces high quality output; completes quality management duties as assigned
Establishes requested accounts in the core system
Executes additional tasks as required
Required Skills/Experience:
5+ years relevant banking experience with an operations or customer service team
Ability to effectively communicate with Business Partners
Ability to plan and prioritize workload to meet critical SLAs
Experience implementing change and process improvements
Effectively handles multiple priorities with efficiency and accuracy
Proficient in data entry
Strong attention to detail
Effective customer service skills
Fluency in Microsoft applications including advanced Outlook, Excel, Word and Power Point.
Ability to understand technical aspects of product/service, both from a functionality perspective but also from an operations/setup perspective and be able to articulate it to a less technical audience (Client and Sales)
Hours & Work Schedule
Hours per Week: 40 Hours
Work Schedule: 8:30-5p
Role is Work From Home with requirement to be hybird with 3 days in the office for selected candidates in Boston, MA, NYC, West Palm, FL, San Fran, CA, Johnston, RI locations.
Pay Transparency
The salary range for this position is $24 - $33 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
08/02/2024