Business Support Analyst-Branch Files

Description

With a limited degree of supervision incumbents are responsible for providing clerical, analytical and operational support to the business functions within the organization such as filing and data entry. Additionally, they may also assist with generating reports and provide insights. Incumbents in this role act as a clerical support resource which can be utilized across any of the administrative functional areas at any time.

Additionally, they may act as an informal resource for associates with less experience. Typically, they also perform non‑secretarial administrative tasks.

• Participate in monthly branch file moves along with the packing and shipment of client files to Iron Mountain facilities.
• Ensure the accuracy of any data entry, organization of documents and communication, which entails developing and maintaining process documentation, standard operating procedures, and user manuals.
• Engage in continuous improvement, which includes monitoring and evaluating the effectiveness of implemented improvements and suggest adjustments as needed.
• Complete operational risk management activities including record retention procedures, procedural governance, and compliance training.

• Completed high school diploma or equivalent (GED) with minimum 1 year of experience in banking and/or financial services OR
• Completed associate or bachelor’s degree with minimum 6 months of work experience
• Strong attention to detail and organizational skills
• Ability to manage multiple priorities in a fast-paced, team-oriented environment
• Excellent interpersonal, verbal, and written communication skills
• Willingness to learn and adapt to various computer-based systems (e.g., Salesforce, NFS, Microsoft Office)
• Physical ability to lift up to 30 lbs. on a regular basis without any accommodation

• Knowledge of financial services regulations and investment products
• FINRA licensures
• Demonstrated job stability
• Interest in Wealth Management
• Documentation scanning experience

• Hours per Week: 40
• Work Schedule:
  
  Monday–Friday, 8:00 AM – 4:30 PM ET
• 100% in-office

This role is not eligible for new employer‑sponsored or current H‑1B visa holders. Applicants, including current OPT, L and other visa holders, must be authorized to work in the U.S. without the need for new employer sponsorship for themselves or their spouses now and in the future.

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.