Job Title : Private Bank Ops specialist

Duration : 05 Months (Possibilities of extension)

Location : Johnston, RI 02919 Hybrid (4 days office and 1-day WFH)

Pay rate : $25 / hourly on W2

Description :

• The Private Bank Ops specialist supports the on-boarding activities for the Citizens 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.

Primary responsibilities include :

• Facilitates the Commercial 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.
• Solves problems of varying complexity.
• Executes additional tasks as required.

Required Skills / Experience :

• 5 years relevant banking experience with an operations or customer service team.
• 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)

Last updated : 2024-06-22