Cash and Trade Processing Representative 5

Citi•Getzville, NY

9d•$41,660 - $54,340

About The Position

The Cash and Trade Proc Rep 5 is an entry-level role responsible for processing basic to relatively complex transfers in coordination with the Transaction Services team. The overall objective is to perform moderately complex cash and trade operation tasks and provide processing assistance for assigned projects. The job description provides a high-level review of the work performed; other job-related duties may be assigned as required.

Requirements

2–4 years of relevant experience.
Demonstrated basic experience in cash management processing and transaction services.
Proficiency with Microsoft Office tools and 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.
Aid with processing 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, consider the firm's reputation and safeguard Citi, its clients, and assets; drive compliance with applicable laws, rules, and regulations; adhere to policy; apply sound ethical judgment; and transparently escalate, manage, and report control issues.

Benefits

Medical coverage
Dental coverage
Vision coverage
401(k)
Life insurance
Accident insurance
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