Operations Specialist Lead - Branch Ops (Hybrid)
Overview
This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.
We are looking for candidates who live within a commutable drivable distance to our Salt Lake City, San Francisco Bay or Los Angeles locations.
The schedule for this role is typically Monday-Friday 8:30am-5:00pm PST covering the closing shift (subject to change based upon business needs).
This position provides advanced operational support for a business unit in the execution of daily activities. Facilitates processes and workflows while ensuring compliance with all applicable regulations and policies. Maintains records and/or systems crucial for business operations. Answers inquiries and resolves issues, updating department records or systems accordingly, in alignment with service standards and business goals. Assists in the identification of process inefficiencies or opportunities for improvement. Is a subject matter expert in their daily responsibilities. May guide less experienced specialists on the team through knowledge in the area of work. The ideal candidate will have expertise in banking operations, strong knowledge of wire process, and a customer-focused approach to service.
Responsibilities
Service - Develops and maintains relationships with customers, associates and vendors to achieve business goals and streamline service experience. Answers inbound communications to service accounts, fulfill requests, or address issues. Determines client needs and provides resolution while maintaining a high standard of service. Identifies appropriate course of action for more complex issues or disputes.
Operational Support - Performs various operational tasks that occur during customer, vendor, and associate inquiries. Follows documented wire protocols to secure client and bank assets, keys wires in wire systems and performs a variety of client-initiated money movement requests.
Documentation - Handles standard documentation associated with daily activities, which may include processing, reviewing, or distributing materials. Maintains and updates department records either physically or within a system.
Business Proficiency - Provides knowledge in area of work. Reviews and maintains knowledge of any laws, regulations, and policies that affect specific job duties to produce work that is accurate, efficient, and compliant. Utilizes product, system, or process familiarity to resolve problems and handle customer requests. May offer guidance and direction to less experienced specialists through knowledge in area of work.
Qualifications
Bachelor's Degree and 1 years of experience in Financial Services or Operations Support OR High School Diploma or GED and 5 years of experience in Financial Services or Operations Support
Preferred Qualifications:
Experience in banking operations, strong knowledge of wire process, and a customer-focused approach to service.
Ability to communicate clearly, efficiently, and professionally with high-net-worth clients.
Must be detail oriented, able to multitask and function in a fast-paced environment with minimal oversight.
Must be able to work independently on assigned duties while successfully collaborating in a team friendly environment.
Knowledge of Bowes, FX Star and D1. Salesforce experience a plus.
If hired in CA, the base pay for this position is generally between $51,000.00 and $68,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits
Apply Now
This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.
We are looking for candidates who live within a commutable drivable distance to our Salt Lake City, San Francisco Bay or Los Angeles locations.
The schedule for this role is typically Monday-Friday 8:30am-5:00pm PST covering the closing shift (subject to change based upon business needs).
This position provides advanced operational support for a business unit in the execution of daily activities. Facilitates processes and workflows while ensuring compliance with all applicable regulations and policies. Maintains records and/or systems crucial for business operations. Answers inquiries and resolves issues, updating department records or systems accordingly, in alignment with service standards and business goals. Assists in the identification of process inefficiencies or opportunities for improvement. Is a subject matter expert in their daily responsibilities. May guide less experienced specialists on the team through knowledge in the area of work. The ideal candidate will have expertise in banking operations, strong knowledge of wire process, and a customer-focused approach to service.
Responsibilities
Service - Develops and maintains relationships with customers, associates and vendors to achieve business goals and streamline service experience. Answers inbound communications to service accounts, fulfill requests, or address issues. Determines client needs and provides resolution while maintaining a high standard of service. Identifies appropriate course of action for more complex issues or disputes.
Operational Support - Performs various operational tasks that occur during customer, vendor, and associate inquiries. Follows documented wire protocols to secure client and bank assets, keys wires in wire systems and performs a variety of client-initiated money movement requests.
Documentation - Handles standard documentation associated with daily activities, which may include processing, reviewing, or distributing materials. Maintains and updates department records either physically or within a system.
Business Proficiency - Provides knowledge in area of work. Reviews and maintains knowledge of any laws, regulations, and policies that affect specific job duties to produce work that is accurate, efficient, and compliant. Utilizes product, system, or process familiarity to resolve problems and handle customer requests. May offer guidance and direction to less experienced specialists through knowledge in area of work.
Qualifications
Bachelor's Degree and 1 years of experience in Financial Services or Operations Support OR High School Diploma or GED and 5 years of experience in Financial Services or Operations Support
Preferred Qualifications:
Experience in banking operations, strong knowledge of wire process, and a customer-focused approach to service.
Ability to communicate clearly, efficiently, and professionally with high-net-worth clients.
Must be detail oriented, able to multitask and function in a fast-paced environment with minimal oversight.
Must be able to work independently on assigned duties while successfully collaborating in a team friendly environment.
Knowledge of Bowes, FX Star and D1. Salesforce experience a plus.
If hired in CA, the base pay for this position is generally between $51,000.00 and $68,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits
Apply Now