Job Information
Citizens Business Banking Operations Relationship Support Specialist I in Johnston, Rhode Island
Description
RSS Deposit Services Team Member
The RSS (Relationship Servicing & Support) Services team is responsible for account opening, signer updates, and other account maintenance specific to Business Banking accounts. Members of the RSS Deposit Team work to ensure all required document is obtained in order to process account opening and maintenance needs of RM Managed Business Banking Clients. Additionally, this role will support the Quality Control testing of client-initiated Digital Account Openings (self-directed online account opening) to ensure proper documentation is received prior to the accounts going live.
Primary responsibilities include:
Daily QC of Digital Account Openings (DAO), ensuring documentation requirements are met prior to accounts becoming active.
Correspond with clients through the DAO portal when documentation is missing or needs to be corrected.
Maintain DAO tracker on a daily basis.
Facilitate the Business deposit account opening process, signer updates, and account maintenance for Business Banking RM Managed Clients, including blocked and controlled control accounts (DACA/BACA)
Liaises with Clients, Relationship Managers, RSS, Management, Risk, and others as necessary as part of the on-boarding, account maintenance and the AML/KYC process.
Works with relationship managers to ensure completion of AML/KYC for new and existing customers by reviewing client documentation, and data entered in proprietary system(s).
Ensures all appropriate information is contained in the proprietary system(s) to meet all regulatory, legal, bank and audit requirements.
Escalates any exceptions to leadership and other concerned parties.
Maintains knowledge of mainframe (IM/ST), VISTA, and DDI applications to ensure all pertinent information is captured and properly coded (account type, officer coding, rate pointers, and more).
Establishes requested accounts in the core system.
Monitors all requests to ensure SLAs are met.
Performs QC of work entered by other colleagues on the RSS Deposit Team and may be asked to QC VRM account openings.
Qualifications:
Required Skills/Experience:
2+ years relevant banking experience with an operations or customer service team
An understanding of account structures such as Corporations, Partnerships, Sole Proprietorships, etc.
Ability to effectively communicate with clients, RMs, and Management team.
Ability to plan and prioritize workload to meet critical SLAs.
Effectively handles assigned work with efficiency and accuracy.
Proficient in data entry
Strong attention to detail
Effective customer service skills
Strong verbal/written communication skills with an ability to adapt and tailor messages.
Knowledge of Mainframe applications
Ability to develop relationships with business partners to ensure objectives are met and client has best possible experience.
Ability to work under minimal supervision and work well under pressure.
Education:
Associates degree preferred.
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 are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. 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, colleague’s or a dependent’s 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.