Cash and Trade Process Representative jobs in United States
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Citi · 2 hours ago

Cash and Trade Process Representative

Citi is a leading global bank that provides a variety of financial services. They are seeking a Cash and Trade Process Representative to process Public Sector applications and ensure quality control in client-impacting functions.

BankingFinanceFinancial Services
badNo H1BnoteU.S. Citizen Onlynote

Responsibilities

Primary responsibility for this position is to process Public Sector applications specifically in client-impacting and quality control functions such as intercept, sRGB review, end-of day cutoff, dispatch auto verification, reject processing, data entry, etc
Responsibilities may also include accurate data entry of both alpha and numeric data entry to process Public Sector Records
As a critical member of operations production team, meet and/or exceed production and quality standards across minimum of three of the site’s functional areas, as well as being a subject matter expert
Professionally interact with team members, peers and managers across shifts to ensure client timelines and quality requirements are met
Fully understand the full operational flow and perform multiple operational functions as business needs fluctuate throughout the business day
Within a strictly regulated environment, adhere to all departmental policies, client requirements, and compliance guidelines
Expected to identify potential issues, recommend solutions and escalate to local management as necessary
Expected to identify and submit process improvements
May support training needs
May participate in projects and/or committees as appropriate

Qualification

Mailroom operationsBatching operationsScanning operationsData entryDispatch operationsPublic Sector Lockbox experienceMicrosoft OfficeTMS skillsCitrix skillsMulti-taskingInterpersonal skillsAttention to detailWritten communicationVerbal communicationFlexibilityOrganization skills

Required

A demonstrated history of strong interpersonal skills and positive peer engagement experience in a diverse environment
Public Sector Lockbox operations experience preferred
Strong proficiency and productivity in at least three functions (mailroom, batching, scanning, data entry, dispatch, and etc.) Proficiency includes all aspects of that function
Must have consistently proven high quality metrics above standard in the functional areas
Must have strong attention to detail, proficiency with numbers, and solid organization skills
Demonstrated ability to appropriately respond under pressure and effectively multi-task in a fast paced environment
Demonstrated history of flexibility, performing various functions within multiple functional areas
Intermediate Microsoft Office required. TMS and Citrix skill preferred
Effective written and verbal communication skills
Ability to perform a full shift of standing and lifting up to 40 lbs
Demonstrated history of working independently while being a respectful team member
Able to work additional hours based on business needs
Able to work a weekend day
Manual dexterity required, all tasks are repetitive
U.S. Citizenship or Permanent Residency (green card) is a prerequisite for this position
Must pass an extensive background check (renewed every 5 years)
High School diploma or GED required

Preferred

Public Sector Lockbox operations experience preferred
TMS and Citrix skill preferred

Benefits

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Company

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Funding

Current Stage
Late Stage

Leadership Team

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James Monahan
Managing Director / Global Head of Asset Servicing
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Naveed Sultan
Managing Director, Chairman, Institutional Clients Group
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Company data provided by crunchbase