Banking Operation Specialist
Core
Entry-level operations support providing record maintenance, account opening, customer inquiry resolution, and financial entry validation for Citi's clients.
Role type
entry-level banking operations specialist
Builds
operational support services for Citi's clients and internal business areas
Domain
Banking / Financial Services
Required skills
record maintenance, account opening, customer service, dispute process knowledge, risk assessment, compliance adherence, analytical skills, mathematical knowledge
Preferred skills
Microsoft Office proficiency, Lean process improvement, problem-solving, training facilitation
Technologies
Microsoft Office, Management Information System (MIS), Pega
Responsibilities
Resolve customer inquiries and supervise escalated issues; Identify opportunities to offer value-added products; Communicate daily with management on productivity and MIS indicators; Facilitate training based on staff needs; Assist with ongoing Lean and process improvement projects; Appropriately assess risk and drive compliance with laws and regulations.
Seniority
Entry-level, 2-4 years experience