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Deposit Operations Sr Specialist

2 months ago

Medford, United States Citizens Full time

Description

The Deposit Operations Sr Specialist will provide exceptional service to internal and external customers supporting both our Phone and Processing Teams in the Retirement Services department. The primary responsibility of this role will be processing Individual Retirement Account (IRA) transaction requests and Quality Assurance/Quality Control (QA/QC).

Primary responsibilities include

+ Providing customer service to bank customers and branch colleagues by responding to phone calls and processing customer requests within service level agreements

+ Learning and understanding IRS regulations as they pertain to IRA products

+ Performing quality assurance/quality control tasks for various transaction types

+ Researching routine customer or bank inquiries as appropriate

+ Utilize knowledge of regulatory and compliance requirements to mitigate financial risk to Citizens

+ Performing advanced clerical and operational tasks in a fast-paced environment.

+ Ability to multitask, prioritize, cross train within the department and assume additional responsibilities as requested by management

+ The position may include reporting responsibilities and may assume department administrative duties as needed

+ Participating in special projects as assigned

Qualifications, Education, Certifications and/or Other Professional Credentials

+ 1-2 years customer service experience

+ Banking experience and/or IRA knowledge preferred

+ Strong written and verbal communication skills

+ Ability to multitask, prioritize, cross train within the department and assume additional responsibilities

+ Proficient in MS Office

+ Strong written and verbal communication skills

+ Ability to work independently

+ Willingness to work as a team

+ Strong organizational and analytical skills

+ Possess the power to embrace change and consistently seek process improvement opportunities

Hours & Work Schedule

+ Hours per Week: 40

+ Work Schedule: 8:30-5:00 or 8:00-4:30

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleagues or a dependents reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

09/10/2024