Cash Trade Processing Representative jobs in United States
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Citi · 1 day ago

Cash Trade Processing Representative

Citi is a leading global bank, and they are seeking a Cash Trade Processing Representative for their Public Sector Lockbox business. The role involves performing document and payment processing, ensuring quality and productivity standards, and collaborating with team members in a regulated environment.

BankingFinanceFinancial Services
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Responsibilities

Perform end to end document and payment processing across all core functions for Public Sector Lockbox (mail receipt, document assembly, image capture, data entry and outbound shipping preparation, etc.)
As a critical member of the operations team, accountable for meeting or exceeding quality and productivity standards in a minimum of three functions
Demonstrate high level of focus and attention to detail, ensuring strong quality and minimizing rework
Readily and positively adapts to changes in deadlines and changes in daily work assignments
Safely operate mail center automated equipment
Expected to escalate observed issues timely and appropriately
Proactively identify opportunities for process improvements yielding increased productivity and efficiency for the operation
Professionally interact and positively collaborate with team members, peers and managers across shifts to ensure client timelines and quality requirements are met
Assist with staff education as needed
Operate within a highly regulated, high security environment; adhere to all departmental and corporate policies and procedures, dress code, client requirements and compliance guidelines
Accept feedback in a constructive manner
Actively engage in cross-site, cross--shift committees and initiatives
Actively contribute to a positive team environment and culture
Embrace change and support business directives
Treat everyone with dignity and respect
Adhere to Citi Values and Code of Conduct
Other duties to support the business as needed

Qualification

Public Sector Lockbox experiencePayment processing experienceGeneral PC ProficiencyData entry skillsInterpersonal skillsAttention to detailTime management skillsWritten communication skillsVerbal communication skillsTeamworkAdaptability

Required

Demonstrated history of strong interpersonal skills and positive peer engagement experience in a diverse environment
Ability to work in a fast-paced team-oriented operation with strict deadlines and service levels
Flexible and adaptable, able to multi-task and prioritize in a high paced processing environment with strict deadlines and service levels
Demonstrated history of working well within a team environment, working towards a common goal requiring respectful communication and teamwork
Excellent attention to detail, targeting straight-through-processing
General PC Proficiency; including MS Office and Lockbox Applications
Excellent written and verbal communication skills
Self-motivated with strong time management skills
Highly motivated and execution driven
Able to work a flexible schedule to accommodate weekends/holidays and additional hours as required
Able to meet the physical demands of the job; lifting up to 40 pounds, performing repetitive bending and lifting related tasks as well as walking and standing for long periods of time
Manual dexterity required, all tasks are repetitive
U.S. Citizenship or Permanent Residency (green card) is a prerequisite for this position
Must be able to speak/write/understand English
Must pass an extensive background check including criminal, credit and drug (renewed every 5 years)
High School diploma or GED required

Preferred

Public Sector Lockbox operations experience preferred
Prior Lockbox, payment processing, banking experience or operations experience preferred
Strong data entry skills 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