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Bilingual IPB U.S. Account Opening Ops Support Specialist 5

Citi

Citi

Bilingual IPB U.S. Account Opening Ops Support Specialist 5

Tampa, FL
Full Time
Paid
  • Responsibilities

    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, account maintenance, imaging and the opening of accounts 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.

    RESPONSIBILITIES:

    • Resolve customer inquiries and supervise escalated issues, providing efficient and effective customer service to Citi's clients

    • Identify opportunities to offer value added products and services while adhering to strict laws and regulation governing Telesales

    • Communicate daily with management on productivity, quality, availability, 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

    • Facilitate training based on needs of staff within the department and assist with answering staff questions within Disputes, as needed

    • 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.

    QUALIFICATIONS:

    • 2-4 years of relevant experience

    • Proficient in Microsoft Office

    • Comprehensive knowledge of Dispute process

    • Ability to work unsupervised and apply problem solve capabilities

    • Ability to work occasional weekends to support Pega releases and COB testing

    • Working knowledge of Pega and/or G36 functionality, Continuity of Business (CoB) testing, and creating and resolving Trust Receipts (TR's)

    • Demonstrated analytical skills and mathematical knowledge

    • Consistently demonstrates clear and concise written and verbal communication skills

    EDUCATION:

    • High School diploma or equivalent

    This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

    • Project management, Process management and analytical skills a plus in this role.

    • COB Team Member- Must be able to travel on short notice due to inclement weather or other business needs.

    • Testing Team member- due to system maintenance, some weekend work is required to assist in testing.

    Citi is an equal opportunity and affirmative action employer.

    Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review ACCESSIBILITY AT CITI.

    Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

  • Industry
    Financial Services
  • About Us

    Citi enables growth and progress for individuals, communities, institutions and governments around the world and has been doing so for more than 200 years. They recognize that their ability to best serve their clients and customers comes from the diverse and engaged employee base and they work tirelessly to deliver opportunities for growth and development to the most talented people. This is a place where the best come to get better.