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Cash and Trade Process Representative

Citi

$39,520 - $46,810
Dec 4, 2025
Irving, TX, US
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Citi is looking to solve operational inefficiencies and ensure quality in their Public Sector Lockbox operations by hiring an individual who can perform end-to-end document and payment processing, meet productivity standards, and identify process improvements.

Requirements

  • General PC Proficiency; including MS Office and Lockbox Applications
  • Public Sector Lockbox operations experience preferred
  • Prior Lockbox, payment processing, banking experience or operations experience preferred
  • Strong data entry skills preferred
  • Able to meet the physical demands of the job; lifting up to 40 pounds, performing repetitive bending and lifting related tasks as well as walking and standing for long periods of time
  • Manual dexterity required, all tasks are repetitive
  • Must be able to speak/write/understand English

Responsibilities

  • Perform end to end document and payment processing across all core functions for Public Sector Lockbox (mail receipt, document assembly, image capture, data entry and outbound shipping preparation, etc.).
  • Safely operate mail center automated equipment
  • Proactively identify opportunities for process improvements yielding increased productivity and efficiency for the operation
  • Assist with staff education as needed
  • Operate within a highly regulated, high security environment; adhere to all departmental and corporate policies and procedures, dress code, client requirements and compliance guidelines
  • Actively engage in cross-site, cross--shift committees and initiatives
  • Other duties to support the business as needed

Other

  • As a critical member of the operations team, accountable for meeting or exceeding quality and productivity standards in a minimum of three functions.
  • Demonstrate high level of focus and attention to detail, ensuring strong quality and minimizing rework
  • Readily and positively adapts to changes in deadlines and changes in daily work assignments
  • Expected to escalate observed issues timely and appropriately
  • Professionally interact and positively collaborate with team members, peers and managers across shifts to ensure client timelines and quality requirements are met
  • Accept feedback in a constructive manner
  • Actively contribute to a positive team environment and culture
  • Embrace change and support business directives
  • Treat everyone with dignity and respect
  • Adhere to Citi Values and Code of Conduct
  • Demonstrated history of strong interpersonal skills and positive peer engagement experience in a diverse environment
  • Ability to work in a fast-paced team-oriented operation with strict deadlines and service levels
  • Flexible and adaptable, able to multi-task and prioritize in a high paced processing environment with strict deadlines and service levels
  • Demonstrated history of working well within a team environment, working towards a common goal requiring respectful communication and teamwork
  • Excellent attention to detail, targeting straight-through-processing
  • Excellent written and verbal communication skills
  • Self-motivated with strong time management skills
  • Highly motivated and execution driven
  • Able to work a flexible schedule to accommodate weekends/holidays and additional hours as required
  • U.S. Citizenship or Permanent Residency (green card) is a prerequisite for this position
  • Must pass an extensive background check including criminal, credit and drug (renewed every 5 years)
  • High School diploma or equivalent