Service Process Coordinator

Citigroup Inc.; San Antonio (TX); On-site; USD 49,000 - 64,000; Full time

Benefits offered by this job

Fully remote

Learning & development

Product exposure

Wellbeing programs

Team environment

Competitive benefits

Job summary

Citigroup Inc. in San Antonio, TX is seeking a Service Process Coordinator to join our Operations team, delivering accurate and timely account servicing support across a broad range of retail banking products.

You will serve as a key link between operations staff, relationship managers, and clients, ensuring daily processes run smoothly, complying with privacy and regulatory requirements, and contributing to Lean initiatives for process improvement.

Qualifications

• 2–4 years in operations, banking, or financial services support.
• Proficiency with Microsoft Office and documentation.
• Ability to manage competing priorities and solve problems.
• Clear written and verbal communication with management stakeholders.
• Analytical and numerical skills to review financial data.
• High School diploma or equivalent.

Responsibilities

• Coordinate account maintenance and servicing requests.
• Resolve client inquiries and manage escalations.
• Report productivity, quality, and availability metrics to management.
• Ensure compliance with privacy, disclosures, and regulations.
• Support a wide range of banking products as priorities shift.
• Support Lean process improvements within operations.
• Assess risk and escalate control issues with sound judgement.

Skills

Banking operations

Microsoft Office

Prioritization

Communication

Analytical skills

Education

High School diploma

Tools

Aspen

Eclipse/RSM

G360

IEWA

NCIS

Tabster

Job description

Citi is looking for a Service Process Coordinator to join our Operations team, delivering accurate and timely account servicing support across a broad range of retail banking products. In this role, you will act as a key connection point between operations staff, relationship managers, and clients — ensuring daily processes run smoothly and in line with regulatory requirements. This is an opportunity to build a meaningful career in financial services operations at one of the world's leading global banks.

Responsibilities

• Coordinate account maintenance and servicing requests across retail banking products, including Certificates of Deposit, money market accounts, inactive accounts, and pricing rate adjustments.
• Resolve client inquiries efficiently and manage escalated issues through to resolution, delivering a consistent and high-quality service experience.
• Communicate daily with management on productivity, quality, and availability metrics, and prepare written and oral updates for business stakeholders to support accurate financial entry approvals.
• Ensure all account servicing activities comply with applicable financial regulations, including those governing privacy, consumer communications, and deposit account disclosures.
• Deliver support across a wide range of banking products and services, adapting to shifting priorities and varying client needs.
• Contribute to process improvement initiatives by identifying inefficiencies and supporting ongoing Lean projects within the operations team.
• Assess risk considerations when handling operational decisions, escalating control issues with transparency and applying sound judgement to protect clients and the firm.

Required Qualifications & Skills

• 2 to 4 years of experience in an operations, banking, or financial services support environment.
• Proficiency in Microsoft Office applications, with the ability to produce clear documentation and reporting.
• Ability to work independently, manage competing priorities, and apply structured problem-solving to resolve complex issues.
• Clear and concise written and verbal communication skills, with demonstrated ability to correspond with management and business stakeholders.
• Analytical and numerical aptitude, with the ability to review financial data and identify discrepancies.
• High School diploma or equivalent qualification.

Beneficial Skills & Qualifications

• Familiarity with banking operations platforms such as Aspen, Eclipse/RSM, G360, IEWA, NCIS, or Tabster.
• Experience working with complaints management systems or similar customer service tracking tools.
• Exposure to Lean methodologies or process improvement frameworks within an operations environment.

What We Offer

At Citi, you will be part of a global operations team where your contributions have real impact on client outcomes and business performance. We offer a collaborative, performance-driven environment with the tools, flexibility, and support to help you grow your career from day one.

• Fully remote working arrangement, giving you the flexibility to deliver high-quality work from wherever you are most effective.
• Access to structured learning and development programmes to support your progression within financial services operations.
• Exposure to a broad range of banking products and processes, building a versatile skillset across retail banking operations.
• Wellbeing support and resources designed to help you maintain a healthy work-life balance.
• A team environment that values clear communication, process excellence, and shared accountability for results.
• Financial wellbeing benefits and compensation aligned to your experience and contribution.

Job Family Group:

Operations - Core

Job Family:

Processor

Time Type:

Full time

Primary Location:

San Antonio Texas United States

Primary Location Full Time Salary Range:

$49,340.00 - $64,360.00

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.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

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

Anticipated Posting Close Date:

Sep 01, 2026

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

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.