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Citizens · 1 month ago

Private Bank Operations Implementation Specialist III - 11:30-8PM

One Citizens Bank Way, Johnston, RI, 02919, US

Full-time

Hybrid

Mid Level

3+ years exp

Citizens is committed to delivering a best-in-class experience for Private Bank clients and their support colleagues. The Implementation Specialist will support transaction inputting for the Private Bank client segment while focusing on customer satisfaction and managing operational issues.

BankingCredit CardsFinancial ServicesFinTechRetail

Responsibilities

Case Creation & Assignment: Queue managers are responsible for creating cases in Salesforce, assigning them to appropriate team members, and ensuring they are categorized correctly (e.g., Training, Digital Servicing) using predefined categories and subcategories

Workflow Oversight: Monitor queue activity, ensure timely case handling

Develop and maintain effective working relationships with peer level stakeholders across the business so that these contribute both to the effective operation of the business unit as well as the development of the unit business plans

They may also conduct training, coaching and help with onboarding new hires

Qualification

SalesforceFinancial services experienceAnalytical skillsWritten communicationVerbal communicationDependabilityOrganizational skillsTime managementAdaptabilityDetail-oriented

Required

Self-motivated, dependable, adaptable, and detail-oriented individual with strong analytical, writing, and organizational skills

Experience with money movement utilizing various applications

Excellent written and verbal communication

Skilled at monitoring, reviewing, and analyzing account activity to identify trends and share those with leadership

Ability to work independently and multi-task in a fast paced, ever-changing environment

Strong organization and time management skills

Willingness to assist with special projects and accept new responsibilities

High School or equivalent degree required

3+ years required of Banking, Professional experience in analysis and/or financial services industry

Preferred

Bachelor's degree preferred

3+ years of experience in financial services or financial experience preferred

Company

Citizens

Glassdoor3.6

At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.

Founded in 1828

Providence, Rhode Island, USA

10001+ employees