Operations Support Specialist

CitiSan Antonio, TX
1d

About The Position

The Ops Support Specialist 5 is an entry-level position responsible for providing operations support services, including but not limited to; record/documentation maintenance, storage & retrieval of records and account maintenance in coordination with the Operations - Core Team. Additionally, the Ops Support Specialist 5 serves as the liaison between operations staff, relationship managers, project managers, custodians and clients. The overall objective of this role is to provide day-to-day operations support in alignment with Citi operations support infrastructure and processes.

Requirements

  • 2-4 years of relevant experience
  • Proficient in Microsoft Office
  • Ability to work unsupervised and apply problem solving capabilities
  • Working knowledge of Aspen, Eclipse/RSM, G360, IEWA, NCIS, Tabster and Complaints Management systems
  • Demonstrated analytical skills and mathematical knowledge
  • Consistently demonstrates clear and concise written and verbal communication skills
  • High School diploma or equivalent

Responsibilities

  • Resolve customer inquiries and supervise escalated issues, providing efficient and effective customer service to Citi’s clients
  • Handling Account Maintenance/Servicing requests for Retail Bank CDs, MMA/CD Pricing Rate Adjustments, Inactive Accounts, Reg O and Privacy processes.
  • Adhering to strict laws and regulation governing Regulation O, Regulation P (CCPA/CPRA, CAN-SPAM and TCPA) and Regulation DD.
  • Communicate daily with management on productivity, quality, availability, and Management Information System (MIS) indicators, as well as providing written and oral communications to supported business areas for approval of correct financial entries and resolution of incorrect entries
  • Support expansive and diverse array of products and services
  • Assist with ongoing Lean and process improvement projects
  • Resolve complex problems based on best practice/precedence, escalating as needed
  • Appropriately assess risk when business decisions are made, demonstrating particular 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.

Benefits

  • In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
  • Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
  • Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
  • For additional information regarding Citi employee benefits, please visit citibenefits.com.
  • Available offerings may vary by jurisdiction, job level, and date of hire.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service