Operations Specialist Lead - Wires (Hybrid Raleigh NC or Charlotte NC)

First Citizens Bank•Raleigh, NC

2d•Hybrid

About The Position

This position provides advanced operational support for a business unit in the execution of daily activities. It facilitates processes and workflows while ensuring compliance with applicable regulations and policies, and maintains records and systems crucial to business operations. The role answers inquiries and resolves issues, updating department records or systems in alignment with service standards and business goals. It also assists in identifying process inefficiencies and opportunities for improvement, serves as a subject matter expert in its daily responsibilities, and may guide less experienced specialists. The role is hybrid, with work regularly taking place inside and outside a company office. The stated hours are 9:00 AM–5:30 PM ET.

Requirements

Bachelor's degree and 1 year of experience, or a high school diploma/GED/equivalent and 5 years of experience in financial services or operations support.
Ability to communicate clearly, efficiently, and professionally with high-net-worth clients.
Detail-oriented, able to multitask, and able to function in a fast-paced environment with minimal oversight.
Ability to work independently on assigned duties while collaborating successfully in a team-friendly environment.

Nice To Haves

Experience in banking operations.
Strong knowledge of wire processes.
Customer-focused approach to service.
Knowledge of Bowes, FX Star, and D1.
Salesforce experience.

Responsibilities

Develop and maintain relationships with customers, associates, and vendors to achieve business goals and streamline service.
Answer inbound communications to service accounts, fulfill requests, and address issues.
Determine client needs, provide resolutions, and maintain a high standard of service.
Identify appropriate courses of action for complex issues or disputes.
Perform operational tasks arising from customer, vendor, and associate inquiries.
Complete complex data entry, processing, and documentation.
Identify and communicate process inefficiencies and may recommend process improvements.
Handle standard documentation associated with daily activities, including processing, reviewing, or distributing materials.
Maintain and update department records physically or within a system.
Maintain knowledge of laws, regulations, and policies affecting job duties to ensure accurate, efficient, and compliant work.
Use familiarity with products, systems, or processes to resolve problems and handle customer requests.
Provide subject-matter guidance and direction to less experienced specialists.