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Cash and Trade Process Representative

Citi

Company : Citi

Location : Newark, DE, 19711

Posted Date : 1 November 2025

Job Details

Cash And Trade Process Representative

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The Public Sector Lockbox business is a multi-shift, 363 days-per-year operational unit which provides a variety of services to government clients to assist them in managing their receivables and sensitive documents. The core functions of this business include Mailroom, Batching, Scanning, Dispatch and Data Entry. Most functions occur in a POD or small team environment. A successful candidate must be able to work weekends/holidays, additional hours as required and successfully complete the government-required background check. The duties and responsibilities described are not a comprehensive list and additional tasks may be assigned as necessitated by business demands.

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.).
  • 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
  • Safely operate mail center automated equipment
  • Expected to escalate observed issues timely and appropriately
  • Proactively identify opportunities for process improvements yielding increased productivity and efficiency for the operation
  • Professionally interact and positively collaborate with team members, peers and managers across shifts to ensure client timelines and quality requirements are met
  • 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
  • Accept feedback in a constructive manner
  • Actively engage in cross-site, cross-shift committees and initiatives
  • 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
  • Other duties to support the business as needed

Qualifications

  • 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
  • General PC Proficiency; including MS Office and Lockbox Applications
  • Public Sector Lockbox operations experience preferred
  • 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
  • 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
  • U.S. Citizenship or Permanent Residency (green card) is a prerequisite for this position
  • Must be able to speak/write/understand English
  • Must pass an extensive background check including criminal, credit and drug (renewed every 5 years)

Education

  • High School diploma or equivalent

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