Cash and Trade Processing Representative 5

Citi • Getzville, NY

7d • $41,660 - $54,340 • Onsite

About The Position

The Cash and Trade Processing Representative 5 is an entry-level role responsible for processing basic to relatively complex transfers in coordination with the Transaction Services team. The position performs moderately complex cash and trade operations tasks and provides processing assistance for assigned projects. It is an onsite evening-shift position based in Getzville, New York, with a schedule of Sunday, Monday, Wednesday, Thursday, and Friday from 5:00 p.m. to 1:30 a.m.

The role requires applying judgment and decision-making in day-to-day work with limited supervision, evaluating situations, resolving issues, and identifying appropriate actions based on experience and established guidelines. The representative contributes to timely, high-quality delivery; coordinates and follows up on work; may review outputs and guide others; and takes ownership of decisions and deliverables within defined scope. The role also supports consistent, reliable administrative and operational execution, responds to evolving priorities, and applies domain expertise and analytical capability to evaluate business requirements and recommend practical solutions.

The position requires sound risk assessment, compliance with applicable laws, rules, regulations, and Citi policies, ethical conduct, and transparent escalation and reporting of control issues. Citi describes the role as full-time. The listed salary range is $41,660.00 to $54,340.00. Eligible employee offerings may include incentive and retention awards, medical, dental and vision coverage, a 401(k), life, accident and disability insurance, wellness programs, paid time off, sick leave, and paid holidays; offerings may vary by jurisdiction, job level, and date of hire.

Requirements

• 2–4 years of relevant experience.
• Demonstrated basic experience in cash management processing and transaction services.
• Proficiency with Microsoft Office tools.
• Data entry skills.
• High school diploma or equivalent.

Responsibilities

• Perform cash management operations, including cash handling, check processing, return items, and lock-box operations.
• Provide processing assistance for firm payments, receivables, trade transactions, liquidity flows, and wholesale card activity.
• Serve as a subject matter expert for User Acceptance Training (UAT) and training initiatives; train new team members and lower-level personnel.
• Participate in compliance-related activities to minimize losses.
• Assist with cash and trade operational project needs.
• Assess risk in business decisions, safeguard the firm's reputation and its clients and assets, comply with applicable laws, rules, regulations, and policies, apply sound ethical judgment, and escalate, manage, and report control issues transparently.
• Use judgment to evaluate situations, resolve issues, and identify appropriate courses of action within established guidelines and defined scope; escalate when required.
• Support quality, timely delivery and expected outcomes through coordination, follow-ups, guidance, and review of work outputs as needed.
• Drive consistency, quality, and timeliness in administrative activities; support implementation of processes and reliable operational delivery as priorities evolve.
• Analyze business requirements and complex issues, form well-reasoned views, and recommend practical solutions aligned with established standards.

Benefits

• Medical, dental, and vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off, including planned vacation and unplanned sick leave
• Paid holidays
• Eligible employees may receive discretionary and formulaic incentive and retention awards

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED