Commercial Operations Product Support II jobs in United States
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Citizens · 2 hours ago

Commercial Operations Product Support II

Citizens is a company focused on providing exceptional customer service and support. The Liquidity Operations Specialist will facilitate, monitor, and validate onboarding and servicing processes for Special Liquidity products, ensuring high-quality execution of tasks and support to sales and service teams.

BankingCredit CardsFinancial ServicesFinTechRetail
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H1B Sponsor Likelynote

Responsibilities

Detail focus on managing and quality assuring operations related to Special Liquidity products; overseeing and routing operations tickets, performing daily account monitoring and reporting, and researching issues related to treasury services and entitlements; facilitating authorized disbursements, managing exceptions, and handling wire deletions
Facilitate, monitor and validate onboarding and servicing processes for Special Liquidity products, maintaining expertise in operational capabilities, systems, and products, and managing tickets and cases for Core Ops teams; facilitating post-execution documentation, sending welcome letters with wiring instructions, and enabling portal enrollment and setup; addressing exception requests, managing mailboxes for sales and service teams, and channeling requests for amendments, disbursements, triggering, termination, and ops exception requests
Disbursement validation, periodic monitoring and reporting, error correction through Salesforce reports, and managing the Special Liquidity library for operational guidance, processes, and procedures; periodic control testing and refresh exercises, ensuring that all operational activities are conducted efficiently and accurately

Qualification

Operations managementAnalytical skillsSalesforceMicrosoft Office SuiteSpecial Liquidity productsTreasury services knowledgeDACA/BACA knowledgeCommunication skillsInterpersonal skills

Required

Bachelor's degree in business administration, Finance, or a related field
Proven experience in operations management, preferably within the financial services industry
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Proficiency in relevant software and systems (e.g., Salesforce, Microsoft Office Suite)

Preferred

Advanced degree or certification in a related field
Experience with Special Liquidity products and services
Knowledge of treasury services and entitlements
DACA/BACA knowledge

Company

Citizens

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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.

H1B Sponsorship

Citizens has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)

Funding

Current Stage
Public Company
Total Funding
$2B
2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO

Leadership Team

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Melisa Carrascoza
SVP, Business Banking Market Executive - New England South
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Steve Kozek
Head of Commercial Excellence, Senior Vice President
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Company data provided by crunchbase