Description

The Private Bank Ops Implementation Manager supports the on-boarding activities for the Citizens Private Bank, with an emphasis on operational excellence and superior service. This role contributes and champions process improvement ideas and a culture of continuous refinement and enhanced client experience.  Develops and maintains effective working relationships with peers while operating effectively in an environment of cooperation and change. Works directly with internal partners to confirm requirements and resolve issues, while identifying and escalating risks/issues where appropriate. 

Primary responsibilities include:

Facilitates the Commercial deposit account opening process and account maintenance for the Private Bank, including blocked and controlled control accountsLiaises with Clients, Front Office (Sales/Relationship Managers), Portfolio Managers, Credit, Legal, Compliance, Risk, Operations, Audit, and other teams as necessary as part of the on-boarding, account maintenance and the AML/KYC processCompletes AML/KYC on boarding for new and existing customers by reviewing client documentation, internal & vendor applications, and data entered in proprietary system(s).Performs data quality review of AML/KYC for completeness, including ensuring all appropriate information is contained in the proprietary system(s) to meet all regulatory, legal, bank and audit requirementsApplies and enforces risk mitigation controlsEscalates any exceptions to leadership and other concerned partiesProduces high quality output; completes quality management duties as assignedMaintains knowledge of mainframe (IM/ST), Touchpoint and DDI applicationsEstablishes requested accounts in the core systemMonitors all requests to ensure SLAs are metSolves problems of varying complexityExecutes additional tasks as required

Qualifications: 

Required Skills/Experience:

5+ years relevant banking experience with an operations or customer service teamAbility to effectively communicate with Implementations, Client Services, TS Sales and RMsAbility to plan and prioritize workload to meet critical SLAsExperience implementing change and process improvementsEffectively handles multiple priorities with efficiency and accuracyProficient in data entryStrong attention to detailEffective customer service skillsStrong verbal/written communication skills with an ability to adapt and tailor message to particular audience (Sales, Product, Operations, Technology, and Client)Knowledge of Mainframe applicationsFluency in Microsoft applications including advanced Outlook, Excel, Word and Power Point.Ability to understand technical aspects of product/service, both from a functionality perspective but also from an operations/setup perspective and be able to articulate it to a less technical audience (Client and Sales)3+ years of experience utilizing strong project management skills with the ability to manage deliverables from multiple partners and work on multiple projects simultaneously in a time-sensitive environmentAbility to develop relationships with business partners to ensure objectives are met and client has best possible experienceAbility to work under minimal supervision and work well under pressure

Education:  

Bachelor’s degree or equivalent work experience

Hours & Work Schedule:

Hours: 40/week

Schedule: Mon – Fri, 8-5:30p

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, 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.