Cash and Trade Processing Representative

Citi

Irving (TX)

On-site

USD 40,000 - 47,000

Full time

8 days ago

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Benefits offered by this job

Medical benefits
Dental & Vision
401(k)
Life Insurance
Disability Insurance
Wellness programs
Paid time off

Job summary

Citi in Irving, TX is seeking an entry-level Cash and Trade Processing Rep 2 to support basic cash and trade operations under the Transaction Services team. You will follow detailed procedures to ensure accuracy, assist with compliance, and provide strong client service in a fast-paced environment.

The role emphasizes quality, attention to detail, and adherence to policies, with a focus on professional development and learning within Citi's Cash Management group.

Qualifications

  • Prev relevant experience preferred.
  • Pass basic induction and operations training.
  • Effective written and verbal communication.
  • 0-2 years of experience in the job-related field.

Responsibilities

  • Apply basic technical knowledge to ensure efficient customer service that meets quality standards.
  • Assist with activities related to compliance and control.
  • Perform duties by following detailed procedures or explicit instructions under direct supervision.
  • Aid in internal and external customer contact.
  • Serve as a backup processor during high volume periods.
  • Fulfilling client needs while delivering exceptional client experience is measured by metrics.
  • Assess risk and ensure compliance with laws, rules and Citi policies.

Skills

Effective written and verbal comunicat

Education

High School diploma or equivalent

Job description

The Cash and Trade Proc Rep 2 is an entry level role responsible for processing basic and routine cash & trade operations in coordination with the Transaction Services team. The overall objective is to perform cash and trade processing activities in a fast-paced environment while focusing on quality, details and accuracy.

Responsibilities:

  • Apply basic technical knowledge to ensure efficient customer service that meets quality standards
  • Assist with activities related to compliance and control
  • Perform job duties by following detailed procedures or explicit instructions under direct supervision
  • Aid in internal and external customer contact
  • Serve as a backup processor for team members during high volume periods
  • Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm\'s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
  • Fri-Mon 3 PM - 130 AM CST

Qualifications:

  • Previous relevant experience preferred
  • Pass basic induction and operations training
  • Effective written and verbal communication
  • 0-2 yeas of experience in job related field

Education:

  • High School diploma or equivalent

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group: Operations - Transaction Services

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Job Family: Cash Management

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Time Type: Full time

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Primary Location: Irving Texas United States

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Primary Location Full Time Salary Range: $39,520.00 - $46,810.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date: Aug 20, 2026

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Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate\'s skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

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