Cash and Trade Processing Representative at Citi

Responsibilities

• The Cash and Trade Processing Representative is an entry level role responsible for processing varied cash & trade operation tasks in coordination with the Transaction Services team.
• The overall objective is to perform multiple processing activities of limited complexity in a fast-paced environment, while focusing on quality, details and accuracy.

Responsibilities:

• Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer services.
• Perform efficient and accurate banking transactions including managing cash supply for the branch, processing incoming/outgoing cash deposits, and maintaining branch vault cash.
• Identify referral opportunities for new products and services based on client's financial goals.
• Educate clients on digital and self-service opportunities offered by Citi.
• Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of customer and bank assets.
• Ensure all client needs are met and effectively manage any client issues/concerns, escalating as needed.
• Maintain working knowledge of client accounts as well as new and existing products and services offered.
• 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 ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
• Trade Ops service support.

Qualifications:

• 1 year of relevant experience
• Customer Service experience
• Money handling experience
• Effective problem solving and communication skills
• Ability to work well in a team oriented environment

Education:

• First Degree in any discipline.