Banking Operations Specialist

About the Role

The Ops Support Specialist 4 is an entry-level position responsible for providing operations support services, including but not limited to; record/documentation maintenance, storage & retrieval of records, account maintenance, imaging, and the opening of accounts in coordination with the Operations - Core Team. The overall objective of this role is to provide day-to-day operations support in alignment with Citi operations support infrastructure and processes.

Key Responsibilities

• Follow established procedures to complete complex assignments and resolve problems requiring in-depth investigation or research.
• Provide team assistance, including serving as a subject matter expert, leading special projects, training new hires within the work unit, and providing daily guidance and allocation of work to lower-level employees, as needed.
• Conduct basic analysis and research, as well as workflow management.
• Support an expansive array of products and services.
• Communicate pertinent information to senior managers and support activities that help mitigate organizational loss or impact, as needed.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.
• Serve as the liaison between operations staff, relationship managers, project managers, custodians, and clients.

Requirements & Tech Stack

• Proficient computer and math skills, with a focus on complex databases and spreadsheets.
• Readiness to work in rotational/night shifts (24*7 support).

Qualifications

• 0-3 years of relevant experience.
• Experience working in a business office or operational environment.
• Retail banking operation experience is preferred.
• Excellent communications skills required.
• Strong numerical abilities.
• Demonstrates technical and administrative expertise.
• Consistently demonstrates attention to detail.
• Demonstrated knowledge of activities, policies, and procedures of a basic work area.
• Bachelor's degree is mandatory.