Cash Processing Representative at CITIBANK

• Acting as the functional heart of our business, Operations makes everything work on time and on target, in a world that demands lightning-fast transaction speeds, pinpoints execution accuracy and full visibility.
• It ensures global transactions flow smoothly around the clock, wherever we do business. Without it, the daily clearance, settlement and execution of a trillion dollars’ worth of trades and the weekly movement of tens of billions of dollars in dozens of world currencies would come to a complete standstill.

Objectives

• The Cash and Trade Processing Representative is an entry level role responsible for processing varied cash & trade operation tasks in coordination with the Transaction Services team.
• The overall objective is to perform multiple processing activities of limited complexity in a fast-paced environment, while focusing on quality, details and accuracy.

Responsibilities

• Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer services.
• Perform efficient and accurate banking transactions including managing cash supply for the branch, processing incoming/outgoing cash deposits, and maintaining branch vault cash.
• Identify referral opportunities for new products and services based on client’s financial goals.
• Educate clients on digital and self-service opportunities offered by Citi.
• Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of customer and bank assets.
• Ensure all client needs are met and effectively manage any client issues/concerns, escalating as needed.