Entry-Level Cash & Trade Operations Specialist

Citi; Getzville (NY); Presencial; USD 42.000 - 54.000; Jornada completa

Descripción de la vacante

The Citi Getzville office is seeking an entry level Cash and Trade Proc Rep 5 to support basic to moderately complex transfers in coordination with the Transaction Services team. The role focuses on processing cash management tasks and trade transactions while ensuring accuracy and compliance in daily operations.

Based in Getzville, NY, the position supports payments, receivables, liquidity flows, and wholesale card activity, with training provided and opportunities to contribute to process

Formación

• 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.

Responsabilidades

• Perform cash management operations, such as 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 & trade operational project needs
• 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.
• Applies judgement and decision-making in day-to-day work with limited supervision, including evaluating situations, resolving issues, and identifying appropriate courses of action based on experience and established guidelines. Will contribute to delivery of work by ensuring quality, timelines, and outcomes, and will influence execution through coordination, follow-ups, and guidance as required. In addition, may review outputs, provide direction where need, and address gaps to ensure work is completed to expected standards, while taking ownership of decisions and deliverables within defined scope.
• Ensuring effective execution of administrative activities within the function by driving consistency, quality, and timeliness of outputs. Apply judgement in interpreting requirements and addressing non‑routine situations, taking appropriate action within scope or escalating where required. Will contribute to the smooth functioning of the business area by responding to evolving priorities, supporting implementation of processes, and ensuring reliable and efficient delivery aligned to operational expectations.
• Applying domain expertise and advanced analytical capability to deliver outputs aligned with established standards and professional benchmarks. Will evaluate business requirements by analyzing complex issues, forming well‑reasoned views, and recommending practical, implementable solutions. Apply structured thinking, analytical rigor, and creativity in approaching work, particularly in situations where standard methodologies may require refinement. Will exercise sound professional judgement in interpreting requirements and determining appropriate courses of action, taking into account the broader business context and potential implications.

Conocimientos

Cash management processing

Transaction services

Data entry

Basic admin skills

Educación

High School diploma or equivalent

Herramientas

Microsoft Office

Descripción del empleo

The Citi Getzville office is seeking an entry level Cash and Trade Proc Rep 5 to support basic to moderately complex transfers in coordination with the Transaction Services team. The role focuses on processing cash management tasks and trade transactions while ensuring accuracy and compliance in daily operations.

Based in Getzville, NY, the position supports payments, receivables, liquidity flows, and wholesale card activity, with training provided and opportunities to contribute to process