Servicing Operations Analyst

Citizens Bank
United States
Workplace: OnsiteFull timeFunction: Business OperationsExperience: 3+ yearsEducation: high_schoolSkills: ["Customer-oriented mindset","Continuous improvement","Problem-solving","Attention to detail","Active listening"]

Support day-to-day processing within the Retirement Services department while leading digitization, modernization, and re-engineering efforts. Triage and process retirement account requests, research inquiries, and provide timely status updates. Ensure all transactions comply with applicable laws, regulations, and documented procedures, while maintaining accurate records and improving workflows through continuous improvement and problem solving. Collaborate with legal, OOC, and branches to drive efficient processing.

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FursaFursa
Citizens Bank
Citizens Bank
4 days ago

Servicing Operations Analyst

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live

Job Summary

Support day-to-day processing within the Retirement Services department while leading digitization, modernization, and re-engineering efforts. Triage and process retirement account requests, research inquiries, and provide timely status updates. Ensure all transactions comply with applicable laws, regulations, and documented procedures, while maintaining accurate records and improving workflows through continuous improvement and problem solving. Collaborate with legal, OOC, and branches to drive efficient processing.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Business Operations
Seniority: Mid level

Key Responsibilities

  • •Perform advanced clerical operations that are routine and/or repetitive in nature in a fast-paced environment.
  • •Problem solve and drive continuous improvement re-engineering and modernization efforts.
  • •Utilize business unit product and application knowledge to process requests and drive improvements.
  • •Research and respond to retirement account inquiries, providing timely updates on processing status.
  • •Ensure transactions are compliant with applicable laws, regulations, and documented procedures while maintaining accurate records and documentation.

Key Requirements

  • •3+ years of work experience.
  • •Ability to process requests accurately and timely in a fast-paced environment.
  • •Ability to multitask, prioritize, and cross train within the department; assume additional responsibilities as requested.
  • •Strong attention to detail with problem-solving skills and strong written and verbal communication.
  • •Beginner to intermediate in Microsoft Office tools including Outlook, Excel, and Word.
Experience:3+ yearsBankingBanking operationsRetirement accountsIRA
Education:High School
Skills:Customer-oriented mindsetContinuous improvementProblem-solvingAttention to detailActive listening
Tech Stack:Microsoft OfficeOutlookExcelWord

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website