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Strategic Advisor and Operations Lead, Checking & Deposits at Citizens Bank
Newark, Delaware, United States - Full Time
Skills Needed
Strategic Planning, Executive Communication, Cross Functional Leadership, Business Operations, Program Management, Financial Reporting, Operational Excellence, Risk Management, Compliance, Data Analysis, Presentation Software, Stakeholder Management, Project Coordination, Process Improvement, Decision Focused Narratives
Specialization
Candidates must possess a bachelor's degree in business or a related field and at least eight years of experience in business operations or executive support. Strong skills in strategic planning, cross-functional leadership, and executive-level communication are required.
Experience Required
Minimum 5 year(s)
Compliance Officer at Citizens Bank
Big Bend, Wisconsin, United States - Full Time
Skills Needed
Regulatory Compliance, Risk Management, Audit, Monitoring, Training, Investigations, Policy Development, Liaison, Leadership, Communication, Analytical Skills, Aml/Cft, Cra Reporting, Decision Making, Problem Solving
Specialization
Candidates must possess a Bachelor’s degree or equivalent experience, along with continuing professional development in banking and compliance regulations. Essential requirements include excellent written and oral communication skills, advanced analytical capabilities, and broad knowledge of bank operations and compliance laws like AML/CFT.
Experience Required
Minimum 5 year(s)
Private Bank Treasury Services Product Manager at Citizens Bank
Johnston, Rhode Island, United States - Full Time
Skills Needed
Treasury Solutions, Product Management, Market Research, Pricing Strategy, Strategic Planning, Stakeholder Management, Financial Analysis, Commercial Banking, Payments, Data Driven Decision Making, Performance Measurement, Relationship Management, Regulatory Compliance, Working Capital Optimization, Cross Functional Leadership, Communication
Specialization
Candidates must have proven expertise in commercial banking, treasury, and payments. Strong communication, relationship-building, and influencing skills are essential for aligning goals across the organization.
Experience Required
Minimum 5 year(s)
Commercial Operations Lead Documentation Specialist at Citizens Bank
Johnston, Rhode Island, United States - Full Time
Skills Needed
Documentation Review, Due Diligence, Ucc Requirements, Process Development, System Implementation, Collateral Review, Wire Validation, Pre Bookings, Issue Resolution, Training, Problem Solving, Time Management, Partnership, Credit Approval Adherence, Regulatory Compliance
Specialization
Candidates must possess over 5 years of related experience in financial services, requiring a Bachelor's Degree, with a preference for paralegal experience. Essential qualifications include strong knowledge of UCC requirements, the ability to independently solve problems, and skills in managing multiple priorities effectively.
Experience Required
Minimum 5 year(s)
Local & Global Outreach Coordinator at C3 Tri-Cities
Richland, Washington, United States - Full Time
Skills Needed
Evangelism, Discipleship, Project Management, Volunteer Coordination, Event Planning, Relationship Building, Strategic Partnerships, Nonprofit Leadership, Communication, Time Management, Multitasking, Microsoft Office Suite, Church Management Software, Logistics, Administrative Support
Specialization
Candidates must have at least 3 years of experience in outreach or nonprofit missions and possess strong organizational and communication skills. A high school diploma is required, while a bachelor's degree in a related field is preferred.
Experience Required
Minimum 2 year(s)
Corporate Banking Portfolio Manager II at Citizens Bank
Atlanta, Georgia, United States - Full Time
Skills Needed
Corporate Banking, Credit Underwriting, Risk Management, Financial Analysis, Credit Structuring, Portfolio Management, Legal Documentation, Loan Negotiation, Treasury Management, Liquidity Management, Investment Banking Advisory, Projection Modeling, Covenant Compliance, Risk Identification, Relationship Management
Specialization
Candidates must have at least 10 years of relevant corporate banking experience and a bachelor's degree. Strong technical skills in financial analysis, credit structuring, and legal documentation are required for this senior-level role.
Experience Required
Minimum 10 year(s)
Corporate Banking Credit Analyst I at Citizens Bank
Atlanta, Georgia, United States - Full Time
Skills Needed
Financial Analysis, Credit Underwriting, Financial Statement Analysis, Risk Assessment, Profitability Modeling, Market Research, Credit Policy, Account Management, Written Communication, Verbal Communication, Internet Research, Data Analysis, Commercial Banking, Portfolio Management
Specialization
A bachelor's degree is required, along with up to 2 years of applied financial analysis experience in a commercial banking environment. Candidates should possess strong communication skills and proficiency in financial statement spreading and profitability modeling.
Experience Required
Minimum 2 year(s)
Sr Property Project Manager at Citizens Bank
Johnston, Rhode Island, United States - Full Time
Skills Needed
Project Management, Stakeholder Management, Budgeting, Cost Control, Risk Management, Construction Management, Vendor Oversight, Contractor Management, Facilities Management, Logistics Planning, Safety Practices, Project Planning, Team Leadership, Estimating, Construction Administration
Specialization
Candidates must have a bachelor's degree in Construction Management, Engineering, Architecture, Business, or a related field. A minimum of 5 years of experience managing commercial construction or facilities projects in occupied environments is required.
Experience Required
Minimum 5 year(s)
Principal Software Engineer at Citizens Bank
Phoenix, Arizona, United States - Full Time
Skills Needed
Software Engineering, Automation Solutions, System Integrations, Apis, Bash Scripting, Ci Cd Pipelines, Cloud Environments, Data Structures, Object Oriented Design, Software Architecture, Communication Skills, Agile Methodologies, Mentoring, Cybersecurity, Risk Management, Problem Solving
Specialization
Candidates should have seven or more years of hands-on software engineering experience and proficiency in modern programming languages. Experience with system integrations, cloud environments, and secure software development practices is also required.
Experience Required
Minimum 10 year(s)
Credit Admin Analyst at Citizens Bank
Boston, Massachusetts, United States - Full Time
Skills Needed
Credit File Maintenance, Financial Reporting, Document Exception Coordination, Compliance Testing, Database Management, Exception Management, Loan Origination, Credit Exposure Modification, Loan Closing Coordination, Data Quality Checks, Word, Excel, Powerpoint, Organization, Attention To Detail, Independent Work
Specialization
Candidates need a minimum of two years of experience in Commercial Banking, with preferred experience in syndicated credit exposures and a good understanding of the credit process, loan documentation, and collateral. Strong communication skills, the ability to use Microsoft Office tools, and organizational skills are essential.
Experience Required
Minimum 2 year(s)
HM Claims Specialist at Citizens Bank
Glen Allen, Virginia, United States - Full Time
Skills Needed
Foreclosure, Claims Submission, Investor Guidelines, Fnma Claims, Fhlmc Claims, Documentation Compilation, Government Applications, Loss Mitigation Workouts, Mortgage Analysis, Loansphere Claims, Property Preservation, Default Mortgage Knowledge, Data Analysis, Fraud Detection, Risk Analysis, Sla Compliance
Specialization
Qualified candidates must possess strong knowledge of Mortgage Default processes, including Foreclosure and Loss Mitigation, along with specific expertise in FNMA and FHLMC Claim Requirements. The role demands advanced analytical skills, excellent organizational abilities, and proficiency in mortgage applications and systems like LoanSphere Claims.
Experience Required
Minimum 2 year(s)
Private Bank, C&I Lending Specialist - Team Lead (NYC) at Citizens Bank
New York, New York, United States - Full Time
Skills Needed
Pipeline Management, Underwriting, Loan Transactions, Lending Operations, Team Leadership, Mentorship, Risk Assessment, Process Improvement, Kpi Monitoring, Credit Policy, Banking Regulations, Loan Origination Systems, Analytical Skills, Communication, Problem Solving, Client Service
Specialization
Candidates must possess a Bachelor's degree or equivalent experience, along with 3-5+ years in lending operations or underwriting focused on complex residential or C&I loans. A minimum of 2 years of people leadership experience, strong knowledge of banking regulations, and proven pipeline optimization skills are essential.
Experience Required
Minimum 5 year(s)
Credit Admin Analyst at Citizens Bank
, , United States - Full Time
Skills Needed
Credit File Maintenance, Financial Reporting, Data Entry, Compliance Testing, Database Management, Exception Management, Loan Origination, Underwriting, Modification, Loan Closing, Data Quality Checks, Word, Excel, Powerpoint, Organization, Attention To Detail
Specialization
Candidates must have a minimum of two years of experience working in Commercial Banking, with preferred experience in syndicated credit exposures and a good understanding of the credit process, loan documentation, and collateral. Essential skills include excellent communication, the ability to interact with all employee levels, strong organizational skills, and proficiency in preparing reports using Word, Excel, and PowerPoint.
Experience Required
Minimum 2 year(s)
Credit Admin Analyst at Citizens Bank
Atlanta, Georgia, United States - Full Time
Skills Needed
Credit File Maintenance, Financial Reporting, Document Exception Coordination, Compliance Testing Data Provision, Database Maintenance, Exception Management, Report Running, Follow Up, Email Reminders, Crm Dashboard Setup, Loan Origination Packages, Loan Closing Coordination, System Setup, Data Quality Checks, Word, Excel
Specialization
A minimum of two years of experience in Commercial Banking is required, with preferred experience in syndicated credit exposures. Candidates must possess good knowledge of the credit process, loan documentation, and collateral, along with excellent communication skills and the ability to work independently.
Private Client Relationship Manager at Citizens Bank
Winchester, Massachusetts, United States - Full Time
Skills Needed
Client Relationship Management, Financial Planning, Wealth Management, Client Acquisition, Net Deposits Growth, Investment Growth, Lending Balance Growth, Financial Goal Understanding, Personalized Strategy Presentation, Client Retention, High Touch Client Experience, Collaboration, Salesforce Crm, Regulatory Knowledge, Written Communication, Verbal Communication
Specialization
Candidates need 3 to 5 years of relevant banking, wealth management experience, or equivalent, specifically working with affluent and high-net-worth clients, and must possess required licenses (SIE, Series 6 or 7, Series 63 or 66) at hire. A Bachelor's degree is preferred, alongside demonstrated success in a client-centric sales environment and knowledge of industry regulatory requirements.
Experience Required
Minimum 2 year(s)
Associate Equity Research - Healthcare at Citizens Bank
New York, New York, United States - Full Time
Skills Needed
Financial Modeling, Financial Analysis, Due Diligence, Research Reports Writing, Primary Literature Research, Proprietary Databases, Industry Surveys, Excel Proficiency, Communication Skills, Team Working, Sie Exam, Series 86 Exam, Series 87 Exam, Investment Themes
Specialization
Candidates should possess 1-2 years of research experience, a Bachelor's degree with outstanding academic achievement (preferably in healthcare science), and a basic understanding of accounting and finance. Successful candidates must also study for and pass the SIE, Series 86, and Series 87 exams.
Credit Admin Analyst at Citizens Bank
, , United States - Full Time
Skills Needed
Credit File Maintenance, Financial Reporting, Document Exception Coordination, Compliance Testing, Database Management, Exception Management, Data Updates, Report Running, Follow Up, Email Reminders, Crm Dashboard Setup, Loan Origination Packages, Loan Operations Liaison, Anti Money Laundering, Flood Compliance, Data Quality Checks
Specialization
Candidates must have a minimum of two years of experience in Commercial Banking, with preferred experience in syndicated credit exposures and a good understanding of the credit process, loan documentation, and collateral. Essential skills include excellent communication, the ability to work independently, strong organizational skills, and proficiency in Word, Excel, and PowerPoint.
Experience Required
Minimum 2 year(s)
Receptionist/Administrative Assistant (West Palm Beach, FL) at Citizens Bank
West Palm Beach, Florida, United States - Full Time
Skills Needed
Front Desk Management, Visitor Management, Office Operations, Facilities Support, Administrative Support, Communication, Organization, Problem Solving, Microsoft Outlook, Microsoft Teams, Microsoft Word, Microsoft Excel, Client Service, Vendor Coordination, Mail Handling, Calendar Assistance
Specialization
Candidates need 2-3+ years of experience in a receptionist, office coordinator, or hospitality role, with financial services experience being highly preferred. Essential requirements include strong interpersonal skills, high organization, attention to detail, and proficiency with Microsoft Office suite.
Experience Required
Minimum 2 year(s)
Commercial Payment Operations Specialist II at Citizens Bank
East Providence, Rhode Island, United States - Full Time
Skills Needed
Accounting, Settlement, Customer Service, Cash Management, Liquidity Products, Data Entry, Reconciliation, Analytical Skills, Mainframe Applications, Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Communication Skills, Attention To Detail, Process Improvement
Specialization
Candidates must have 3+ years of accounting or settlement experience and strong proficiency in Microsoft Office applications. The role requires excellent communication skills, the ability to work under pressure, and experience with cash management or liquidity products.
Experience Required
Minimum 2 year(s)
Private Wealth, Client Associate at Citizens Bank
New York, New York, United States - Full Time
Skills Needed
Client Relationship Management, Onboarding, Investment Knowledge, Banking Products, Professional Communication, Customer Focus, Performance Reporting, Market Insights
Specialization
Candidates should have foundational knowledge of investment and banking products and prior brokerage or RIA experience. Series 7 & 66 or 63/65 certifications may be required, and an undergraduate degree is preferred.
Experience Required
Minimum 2 year(s)
Strategic Advisor and Operations Lead, Checking & Deposits at Citizens Bank
Newark, Delaware, United States -
Full Time

Start Date

Immediate

Expiry Date

30 Jul, 26

Salary

184000.0

Posted On

01 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Strategic planning, Executive communication, Cross-functional leadership, Business operations, Program management, Financial reporting, Operational excellence, Risk management, Compliance, Data analysis, Presentation software, Stakeholder management, Project coordination, Process improvement, Decision-focused narratives

Industry

Banking

Description
Strategic Advisor and Operations Lead, Checking and Deposits This senior and highly visible individual contributor role sits within the Checking and Deposits organization and serves as an enterprise partner to senior leadership, providing strategic and operational leverage across a complex, highly matrixed business. The position goes well beyond administrative support and involves owning executive level work that shapes how the business is run, including developing leadership ready materials that synthesize complex financial, operational, and performance data into clear, decision focused narratives. The role partners closely with executives to translate strategy into action, establish disciplined operating rhythms, drive cross functional initiatives, and coach others on effective executive communication and presentation standards critical to sustained business performance. Locations and Work Arrangement Remote is not an option. Candidates must be willing to commute to one of the following hub locations with a hybrid schedule of four days onsite and one day remote per week, with flexibility, in one of the following hubs. • Wilmington, DE • Philadelphia, PA Strategic Presentation and Executive Communication • Lead development of executive level presentations that synthesize complex financial, operational, and performance data • Craft clear narratives aligned to strategic priorities and business outcomes • Train and coach others on effective executive communication and presentation standards Cross Functional Team Mobilization • Assemble and structure cross functional teams to execute priority business initiatives • Define clear objectives, roles, and success measures • Drive collaboration and accountability across product, technology, operations, risk, and finance Business Performance Reporting and Dashboards • Own end to end coordination of business performance reporting • Collect, validate, and integrate financial, operational, and market data • Maintain dashboards, trackers, and reporting artifacts tailored to different audiences, including executives and boards Communication Cadence and Update Channels • Design and manage regular communication forums and update channels • Ensure timely sharing of performance metrics, risks, issues, and opportunities Meeting, Agenda, and Operating Rhythm Management • Set and manage agendas for broader leadership and team forums • Coordinate recurring meetings, track decisions, and ensure follow through on action items • Maintain discipline around priorities and execution cadence Offsite and Planning Event Leadership • Lead planning and execution of offsite meetings, workshops, and team events • Own agenda design, logistics, facilitation, and post event follow up to drive action Strategic Initiative Coordination • Serve as central coordination point for major strategic initiatives • Monitor timelines, resourcing, budgets, and dependencies • Partner with senior leaders to ensure initiatives deliver intended outcomes Process Improvement and Operational Excellence • Identify opportunities to streamline support processes and improve efficiency • Introduce best practices and leverage tools and technology to enhance productivity Risk Management and Compliance • Ensure all activities align with risk management and compliance standards • Partner closely with legal, finance, and risk teams to maintain integrity in reporting and communications Required Qualifications • Bachelor’s degree in Business Administration, Management, or related field • Advanced degree preferred • Eight or more years of experience in business operations, executive support, or large scale program management • Strong experience in strategic planning, executive communications, and cross functional leadership • Excellent written and verbal communication skills • Strong organizational skills, attention to detail, and ability to manage competing priorities • High proficiency with productivity tools, analytics platforms, and presentation software Reporting Structure • Reports directly to the Head of Deposits • Partners closely with business leaders, project leads, and executive stakeholders • May have direct people leadership responsibility for business support resources Success Measures • Quality and impact of executive presentations and communications • Effectiveness of cross functional team mobilization and delivery • Accuracy, timeliness, and usability of performance reporting • Strength of operating rhythm, meeting discipline, and execution follow through • Successful planning and outcomes from offsites and strategic events • Continuous improvement in support operations • Adherence to risk and compliance standards Pay Transparency The salary range for this position is $127,000 to $184,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay will be determined based on several factors, including work location, relevant skills, and experience. Citizens offers competitive compensation and comprehensive benefits including medical, dental, and vision coverage, retirement benefits, maternity and paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more. Citizens’ paid time off policy exceeds the mandatory paid sick or paid time away requirements of all local and state jurisdictions in the United States. For an overview of benefits, visit https://jobs.citizensbank.com/benefits [https://jobs.citizensbank.com/benefits] #LI-Citizens1   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. Equal Employment and Opportunity Employer Job Applicant Data Privacy Policy [https://jobs.citizensbank.com/Job-Applicant-Privacy-Policy] 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.
Responsibilities
The role involves providing strategic and operational leverage to senior leadership by synthesizing complex data into executive-level narratives and driving cross-functional initiatives. Responsibilities include managing business performance reporting, coordinating strategic forums, and ensuring operational excellence across the organization.
Strategic Advisor and Operations Lead, Checking & Deposits at Citizens Bank
Newark, Delaware, United States - Full Time
Skills Needed
Strategic Planning, Executive Communication, Cross Functional Leadership, Business Operations, Program Management, Financial Reporting, Operational Excellence, Risk Management, Compliance, Data Analysis, Presentation Software, Stakeholder Management, Project Coordination, Process Improvement, Decision Focused Narratives
Specialization
Candidates must possess a bachelor's degree in business or a related field and at least eight years of experience in business operations or executive support. Strong skills in strategic planning, cross-functional leadership, and executive-level communication are required.
Experience Required
Minimum 5 year(s)
Compliance Officer at Citizens Bank
Big Bend, Wisconsin, United States - Full Time
Skills Needed
Regulatory Compliance, Risk Management, Audit, Monitoring, Training, Investigations, Policy Development, Liaison, Leadership, Communication, Analytical Skills, Aml/Cft, Cra Reporting, Decision Making, Problem Solving
Specialization
Candidates must possess a Bachelor’s degree or equivalent experience, along with continuing professional development in banking and compliance regulations. Essential requirements include excellent written and oral communication skills, advanced analytical capabilities, and broad knowledge of bank operations and compliance laws like AML/CFT.
Experience Required
Minimum 5 year(s)
Private Bank Treasury Services Product Manager at Citizens Bank
Johnston, Rhode Island, United States - Full Time
Skills Needed
Treasury Solutions, Product Management, Market Research, Pricing Strategy, Strategic Planning, Stakeholder Management, Financial Analysis, Commercial Banking, Payments, Data Driven Decision Making, Performance Measurement, Relationship Management, Regulatory Compliance, Working Capital Optimization, Cross Functional Leadership, Communication
Specialization
Candidates must have proven expertise in commercial banking, treasury, and payments. Strong communication, relationship-building, and influencing skills are essential for aligning goals across the organization.
Experience Required
Minimum 5 year(s)
Commercial Operations Lead Documentation Specialist at Citizens Bank
Johnston, Rhode Island, United States - Full Time
Skills Needed
Documentation Review, Due Diligence, Ucc Requirements, Process Development, System Implementation, Collateral Review, Wire Validation, Pre Bookings, Issue Resolution, Training, Problem Solving, Time Management, Partnership, Credit Approval Adherence, Regulatory Compliance
Specialization
Candidates must possess over 5 years of related experience in financial services, requiring a Bachelor's Degree, with a preference for paralegal experience. Essential qualifications include strong knowledge of UCC requirements, the ability to independently solve problems, and skills in managing multiple priorities effectively.
Experience Required
Minimum 5 year(s)
Local & Global Outreach Coordinator at C3 Tri-Cities
Richland, Washington, United States - Full Time
Skills Needed
Evangelism, Discipleship, Project Management, Volunteer Coordination, Event Planning, Relationship Building, Strategic Partnerships, Nonprofit Leadership, Communication, Time Management, Multitasking, Microsoft Office Suite, Church Management Software, Logistics, Administrative Support
Specialization
Candidates must have at least 3 years of experience in outreach or nonprofit missions and possess strong organizational and communication skills. A high school diploma is required, while a bachelor's degree in a related field is preferred.
Experience Required
Minimum 2 year(s)
Corporate Banking Portfolio Manager II at Citizens Bank
Atlanta, Georgia, United States - Full Time
Skills Needed
Corporate Banking, Credit Underwriting, Risk Management, Financial Analysis, Credit Structuring, Portfolio Management, Legal Documentation, Loan Negotiation, Treasury Management, Liquidity Management, Investment Banking Advisory, Projection Modeling, Covenant Compliance, Risk Identification, Relationship Management
Specialization
Candidates must have at least 10 years of relevant corporate banking experience and a bachelor's degree. Strong technical skills in financial analysis, credit structuring, and legal documentation are required for this senior-level role.
Experience Required
Minimum 10 year(s)
Corporate Banking Credit Analyst I at Citizens Bank
Atlanta, Georgia, United States - Full Time
Skills Needed
Financial Analysis, Credit Underwriting, Financial Statement Analysis, Risk Assessment, Profitability Modeling, Market Research, Credit Policy, Account Management, Written Communication, Verbal Communication, Internet Research, Data Analysis, Commercial Banking, Portfolio Management
Specialization
A bachelor's degree is required, along with up to 2 years of applied financial analysis experience in a commercial banking environment. Candidates should possess strong communication skills and proficiency in financial statement spreading and profitability modeling.
Experience Required
Minimum 2 year(s)
Sr Property Project Manager at Citizens Bank
Johnston, Rhode Island, United States - Full Time
Skills Needed
Project Management, Stakeholder Management, Budgeting, Cost Control, Risk Management, Construction Management, Vendor Oversight, Contractor Management, Facilities Management, Logistics Planning, Safety Practices, Project Planning, Team Leadership, Estimating, Construction Administration
Specialization
Candidates must have a bachelor's degree in Construction Management, Engineering, Architecture, Business, or a related field. A minimum of 5 years of experience managing commercial construction or facilities projects in occupied environments is required.
Experience Required
Minimum 5 year(s)
Principal Software Engineer at Citizens Bank
Phoenix, Arizona, United States - Full Time
Skills Needed
Software Engineering, Automation Solutions, System Integrations, Apis, Bash Scripting, Ci Cd Pipelines, Cloud Environments, Data Structures, Object Oriented Design, Software Architecture, Communication Skills, Agile Methodologies, Mentoring, Cybersecurity, Risk Management, Problem Solving
Specialization
Candidates should have seven or more years of hands-on software engineering experience and proficiency in modern programming languages. Experience with system integrations, cloud environments, and secure software development practices is also required.
Experience Required
Minimum 10 year(s)
Credit Admin Analyst at Citizens Bank
Boston, Massachusetts, United States - Full Time
Skills Needed
Credit File Maintenance, Financial Reporting, Document Exception Coordination, Compliance Testing, Database Management, Exception Management, Loan Origination, Credit Exposure Modification, Loan Closing Coordination, Data Quality Checks, Word, Excel, Powerpoint, Organization, Attention To Detail, Independent Work
Specialization
Candidates need a minimum of two years of experience in Commercial Banking, with preferred experience in syndicated credit exposures and a good understanding of the credit process, loan documentation, and collateral. Strong communication skills, the ability to use Microsoft Office tools, and organizational skills are essential.
Experience Required
Minimum 2 year(s)
HM Claims Specialist at Citizens Bank
Glen Allen, Virginia, United States - Full Time
Skills Needed
Foreclosure, Claims Submission, Investor Guidelines, Fnma Claims, Fhlmc Claims, Documentation Compilation, Government Applications, Loss Mitigation Workouts, Mortgage Analysis, Loansphere Claims, Property Preservation, Default Mortgage Knowledge, Data Analysis, Fraud Detection, Risk Analysis, Sla Compliance
Specialization
Qualified candidates must possess strong knowledge of Mortgage Default processes, including Foreclosure and Loss Mitigation, along with specific expertise in FNMA and FHLMC Claim Requirements. The role demands advanced analytical skills, excellent organizational abilities, and proficiency in mortgage applications and systems like LoanSphere Claims.
Experience Required
Minimum 2 year(s)
Private Bank, C&I Lending Specialist - Team Lead (NYC) at Citizens Bank
New York, New York, United States - Full Time
Skills Needed
Pipeline Management, Underwriting, Loan Transactions, Lending Operations, Team Leadership, Mentorship, Risk Assessment, Process Improvement, Kpi Monitoring, Credit Policy, Banking Regulations, Loan Origination Systems, Analytical Skills, Communication, Problem Solving, Client Service
Specialization
Candidates must possess a Bachelor's degree or equivalent experience, along with 3-5+ years in lending operations or underwriting focused on complex residential or C&I loans. A minimum of 2 years of people leadership experience, strong knowledge of banking regulations, and proven pipeline optimization skills are essential.
Experience Required
Minimum 5 year(s)
Credit Admin Analyst at Citizens Bank
, , United States - Full Time
Skills Needed
Credit File Maintenance, Financial Reporting, Data Entry, Compliance Testing, Database Management, Exception Management, Loan Origination, Underwriting, Modification, Loan Closing, Data Quality Checks, Word, Excel, Powerpoint, Organization, Attention To Detail
Specialization
Candidates must have a minimum of two years of experience working in Commercial Banking, with preferred experience in syndicated credit exposures and a good understanding of the credit process, loan documentation, and collateral. Essential skills include excellent communication, the ability to interact with all employee levels, strong organizational skills, and proficiency in preparing reports using Word, Excel, and PowerPoint.
Experience Required
Minimum 2 year(s)
Credit Admin Analyst at Citizens Bank
Atlanta, Georgia, United States - Full Time
Skills Needed
Credit File Maintenance, Financial Reporting, Document Exception Coordination, Compliance Testing Data Provision, Database Maintenance, Exception Management, Report Running, Follow Up, Email Reminders, Crm Dashboard Setup, Loan Origination Packages, Loan Closing Coordination, System Setup, Data Quality Checks, Word, Excel
Specialization
A minimum of two years of experience in Commercial Banking is required, with preferred experience in syndicated credit exposures. Candidates must possess good knowledge of the credit process, loan documentation, and collateral, along with excellent communication skills and the ability to work independently.
Private Client Relationship Manager at Citizens Bank
Winchester, Massachusetts, United States - Full Time
Skills Needed
Client Relationship Management, Financial Planning, Wealth Management, Client Acquisition, Net Deposits Growth, Investment Growth, Lending Balance Growth, Financial Goal Understanding, Personalized Strategy Presentation, Client Retention, High Touch Client Experience, Collaboration, Salesforce Crm, Regulatory Knowledge, Written Communication, Verbal Communication
Specialization
Candidates need 3 to 5 years of relevant banking, wealth management experience, or equivalent, specifically working with affluent and high-net-worth clients, and must possess required licenses (SIE, Series 6 or 7, Series 63 or 66) at hire. A Bachelor's degree is preferred, alongside demonstrated success in a client-centric sales environment and knowledge of industry regulatory requirements.
Experience Required
Minimum 2 year(s)
Associate Equity Research - Healthcare at Citizens Bank
New York, New York, United States - Full Time
Skills Needed
Financial Modeling, Financial Analysis, Due Diligence, Research Reports Writing, Primary Literature Research, Proprietary Databases, Industry Surveys, Excel Proficiency, Communication Skills, Team Working, Sie Exam, Series 86 Exam, Series 87 Exam, Investment Themes
Specialization
Candidates should possess 1-2 years of research experience, a Bachelor's degree with outstanding academic achievement (preferably in healthcare science), and a basic understanding of accounting and finance. Successful candidates must also study for and pass the SIE, Series 86, and Series 87 exams.
Credit Admin Analyst at Citizens Bank
, , United States - Full Time
Skills Needed
Credit File Maintenance, Financial Reporting, Document Exception Coordination, Compliance Testing, Database Management, Exception Management, Data Updates, Report Running, Follow Up, Email Reminders, Crm Dashboard Setup, Loan Origination Packages, Loan Operations Liaison, Anti Money Laundering, Flood Compliance, Data Quality Checks
Specialization
Candidates must have a minimum of two years of experience in Commercial Banking, with preferred experience in syndicated credit exposures and a good understanding of the credit process, loan documentation, and collateral. Essential skills include excellent communication, the ability to work independently, strong organizational skills, and proficiency in Word, Excel, and PowerPoint.
Experience Required
Minimum 2 year(s)
Receptionist/Administrative Assistant (West Palm Beach, FL) at Citizens Bank
West Palm Beach, Florida, United States - Full Time
Skills Needed
Front Desk Management, Visitor Management, Office Operations, Facilities Support, Administrative Support, Communication, Organization, Problem Solving, Microsoft Outlook, Microsoft Teams, Microsoft Word, Microsoft Excel, Client Service, Vendor Coordination, Mail Handling, Calendar Assistance
Specialization
Candidates need 2-3+ years of experience in a receptionist, office coordinator, or hospitality role, with financial services experience being highly preferred. Essential requirements include strong interpersonal skills, high organization, attention to detail, and proficiency with Microsoft Office suite.
Experience Required
Minimum 2 year(s)
Commercial Payment Operations Specialist II at Citizens Bank
East Providence, Rhode Island, United States - Full Time
Skills Needed
Accounting, Settlement, Customer Service, Cash Management, Liquidity Products, Data Entry, Reconciliation, Analytical Skills, Mainframe Applications, Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Communication Skills, Attention To Detail, Process Improvement
Specialization
Candidates must have 3+ years of accounting or settlement experience and strong proficiency in Microsoft Office applications. The role requires excellent communication skills, the ability to work under pressure, and experience with cash management or liquidity products.
Experience Required
Minimum 2 year(s)
Private Wealth, Client Associate at Citizens Bank
New York, New York, United States - Full Time
Skills Needed
Client Relationship Management, Onboarding, Investment Knowledge, Banking Products, Professional Communication, Customer Focus, Performance Reporting, Market Insights
Specialization
Candidates should have foundational knowledge of investment and banking products and prior brokerage or RIA experience. Series 7 & 66 or 63/65 certifications may be required, and an undergraduate degree is preferred.
Experience Required
Minimum 2 year(s)