Process Excellence and AI Productivity Specialist - KYC Operations
Core
Map, optimize, and document business processes while fostering the hands-on adoption of Generative AI tools to eliminate waste and drive efficiency in KYC operations.
Role type
Process Excellence and AI Productivity Specialist (IC)
Builds
Optimized business workflows, AI-integrated productivity solutions, and collaborative information architectures
Domain
Banking / Financial Services / Operations
Deliverable
dashboards & analysis (via careerplan.io/jobs/859037543764-process-excellence-and-ai-productivity-specialist-kyc-operations-at-citi)
Required skills
Lean Six Sigma (Yellow Belt), SharePoint Online administration, Generative AI tool integration (Copilot, Gemini, Claude), VBA, JSON, Tableau, Power BI, Power Query, Visio, Power Automate
Preferred skills
Lean Six Sigma (Green Belt), PMP or CAPM certification, Banking/Financial Services domain experience
Technologies
Microsoft 365, SharePoint, Teams, OneDrive, Power Automate, Visio, Tableau, Power BI, Excel
Responsibilities
Manage SharePoint lists, libraries, permissions, and metadata structures; Support day-to-day integration and adoption of AI productivity tools; Map, document, and optimize business processes using Lean Six Sigma methodologies; Coordinate productivity and digital transformation initiatives; Develop and maintain reports and interactive dashboards; Create training materials and support resources for end-users; Facilitate communication between business units, project teams, and IT support
Seniority
Junior to Mid-level, hands-on IC
