Service Process Coordinator

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

Benefits offered by this job

Fully remote work

Structured learning and development

Exposure to banking products

Wellbeing resources

Clear accountability culture

Job summary

Citi 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 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 full‑time role offers remote work from the United States and potential growth within financial services operations.

Qualifications

• 2 to 4 years of experience in operations, banking, or financial services support.
• Proficiency in Microsoft Office with clear documentation and reporting.
• Ability to work independently and manage competing priorities.
• Strong written and verbal communication with stakeholders.
• Analytical and numerical aptitude to review financial data and identify discrepancies.
• High School diploma or equivalent qualification.

Responsibilities

• Coordinate account maintenance and servicing requests across retail banking products.
• Resolve client inquiries promptly and escalate issues to resolution.
• Communicate productivity, quality, and availability metrics with management.
• Ensure compliance with applicable financial regulations and disclosures.
• Deliver support across a broad range of banking products and services.
• Contribute to Lean process improvements within the operations team.
• Assess risk and escalate control issues with transparency.

Skills

MS Office

Independent work

Communication skills

Analytical ability

Structured problem-solving

Education

High School diploma or equivalent

Tools

Aspen

Eclipse/RSM

G360

IEWA

NCIS

Tabster

Job description

Citi is looking for a Service Process Coordinator

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

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.

Employee Benefits

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• planned time off (vacation)
• unplanned time off (sick leave)
• paid holidays
• discretionary and formulaic incentive and retention awards

Location: San Antonio, Texas, United States

Contract type: Full time

Salary: $49,340.00 - $64,360.00

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.