Service Process Coordinator

Citibank (Switzerland) AG; San Antonio (TX); Hybrid; Confidential; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Wellbeing programs

Paid time off

Job summary

Citi is seeking a Service Process Coordinator to join our Operations team in a fully remote role based in San Antonio, TX. You will link operations staff, relationship managers, and clients to ensure daily processes run smoothly and compliantly across retail banking products.

Responsibilities include coordinating account servicing, resolving client inquiries, and reporting performance metrics to leadership.

Qualifications

• 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.

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.

Skills

Structured problem-solving

Analytical thinking

Clear written and verbal communication

Ability to work independently

Education

High School diploma or equivalent

Tools

Microsoft Office

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.

• In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
• Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
• Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Primary Location: San Antonio Texas United States

Time Type: Full time

Primary Location Full Time Salary Range: $49,340.00 - $64,360.00

Anticipated Posting Close Date: Sep 10, 2026

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.