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Description

As the Commercial Operations Product Support II, you will be responsible for facilitating, monitoring, and validating the onboarding and servicing processes for Special Liquidity products. This role requires maintaining expertise in operational capabilities, systems, and products, ensuring high-quality execution of tasks, and providing exceptional support to Special Liquidity sales and service teams.

Primary responsibilities include

+ Detail focus on managing and quality assuring operations related to Special Liquidity products; overseeing and routing operations tickets, performing daily account monitoring and reporting, and researching issues related to treasury services and entitlements; facilitating authorized disbursements, managing exceptions, and handling wire deletions.

+ Facilitate, monitor and validate onboarding and servicing processes for Special Liquidity products, maintaining expertise in operational capabilities, systems, and products, and managing tickets and cases for Core Ops teams; facilitating post-execution documentation, sending welcome letters with wiring instructions, and enabling portal enrollment and setup; addressing exception requests, managing mailboxes for sales and service teams, and channeling requests for amendments, disbursements, triggering, termination, and ops exception requests.

+ Disbursement validation, periodic monitoring and reporting, error correction through Salesforce reports, and managing the Special Liquidity library for operational guidance, processes, and procedures; periodic control testing and refresh exercises, ensuring that all operational activities are conducted efficiently and accurately.

Qualifications, Education, Certifications and/or Other Professional Credentials

+ Required Qualifications

+ Bachelor’s degree in business administration, Finance, or a related field.

+ Previous knowledge in agreement documentation review required.

+ Proven experience in operations management, preferably within the financial services industry.

+ Strong analytical and problem-solving skills.

+ Excellent communication and interpersonal skills.

+ Proficiency in relevant software and systems (e.g., Salesforce, Microsoft Office Suite).

+ Preferred Qualifications

+ Advanced degree or certification in a related field.

+ DACA/BACA knowledge a plus.

+ Experience with Special Liquidity products and services.

+ Knowledge of treasury services and entitlements.

Hours & Work Schedule

+ Hours per Week: 40 Hours

+ Work Schedule: Hybrid 4 days onsite, 1 day remote

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

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, 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. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

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.