Process Excellence and AI Productivity Specialist - KYC Operations

We are seeking a highly motivated, detail-oriented, and tech-savvy Process Excellence & AI Productivity Specialist to join our dynamic team. In this role, you will be instrumental in mapping and optimizing business processes, fostering the hands-on adoption of Generative AI tools (such as Microsoft Copilot, Claude, and Gemini) to eliminate waste, and maintaining the key SharePoint and collaboration platforms that power our team's workflows.

This position is ideal for an ambitious professional with 1–3 years of experience who has a passion for operational excellence and a hands-on approach to leveraging technology to drive business efficiency.

Responsibilities:

• SharePoint & Collaboration Administration: Manage, create, and maintain SharePoint lists, libraries, permissions, and metadata structures to ensure optimal team collaboration, document control, and information architecture.
• AI Tool Integration & Adoption: Support the day-to-day integration and adoption of AI productivity tools (e.g., Microsoft Copilot, Gemini, Claude). Help team members build effective prompting habits and automate routine workflows.
• Continuous Improvement & Process Mapping: Assist in mapping, documenting, and optimizing business processes using established Lean Six Sigma methodologies (e.g., SIPOC, Value Stream Mapping) to identify bottlenecks and eliminate waste.
• Project Coordination: Serve as the coordinator for productivity and digital transformation initiatives—tracking project milestones, managing deliverables, and preparing regular status updates for stakeholders.
• Feedback & Optimization Loops: Gather and analyze user feedback on process changes and AI adoption metrics, identifying friction points and contributing to iterative enhancements.
• Training & Enablement: Develop and deliver basic training materials, quick-reference guides, and support resources for end-users on SharePoint best practices and AI productivity techniques.
• Reporting & Analytics: Develop and maintain basic reports and interactive dashboards to track project statuses, process improvement outcomes, and tool adoption metrics.
• Cross-Functional Liaison: Facilitate smooth communication and operational synchronization between business units, project teams, and IT support to resolve system issues and implement improvements.

Qualifications & Requirements:

• Experience: 1–3 years of proven experience in project coordination, business analysis, continuous improvement, or a process-focused role.
• SharePoint Expertise: Demonstrated hands-on experience with SharePoint Online site administration, list/library configuration, and permission management.
• AI Literacy: Active, hands-on experience using Generative AI tools (e.g., Microsoft Copilot, Gemini, Claude) or other AI-powered automation solutions to solve daily productivity challenges.
• Technical & Programming Skills: Proficient in VBA (for spreadsheet automation) and JSON (specifically for SharePoint advanced column formatting and Power Automate custom schemas).
• Data & BI Tools: Proven capability to develop reports and dashboards using tools such as Tableau, Power BI and advanced Excel (Power Query, Pivot Tables).
• Certification in Lean Six Sigma (Yellow Belt required, Green Belt preferred).
• CAPM (Certified Associate in Project Management) or PMP (Project Management Professional) certification is a strong plus.
• Working knowledge of the broader Microsoft 365 suite, including Teams, OneDrive, Power Automate, and Visio.
• Prior experience within the Banking or Financial Services domain is highly preferred.

Key Competencies / Skills

• Analytical Thinking: Strong problem-solving skills with the ability to diagnose process gaps and propose structured, logical solutions.
• Attention to Detail: High organizational abilities with a focus on data accuracy, comprehensive documentation, and system integrity.
• Change Enablement: Excellent verbal and written communication skills, with an innate ability to teach, guide, and support users transitioning to new technologies.
• Adaptability: A proactive learner who stays ahead of emerging technology trends (particularly in low-code automation and AI).
• Collaborative Mindset: Strong teamwork orientation with the ability to manage multiple priorities in a fast-paced environment.

Education:

• Bachelor's/University degree or equivalent experience in Computer Science, Engineering, Business Administration, Project Management, Information Systems, or a related field.

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Job Family Group:

Operations - Services

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Job Family:

Business KYC

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Time Type:

Full time

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Most Relevant Skills

Business Acumen, Credible Challenge, Laws and Regulations, Management Reporting, Policy and Procedure, Program Management, Referral and Escalation, Risk Controls and Monitors, Risk Identification and Assessment, Risk Remediation.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

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