Cash and Trade Processing Representative 2
Citi·New York·United States·Operations
Citi is hiring a Cash and Trade Processing Representative 2 in New York. Posted 2026-09-15; applications close 2026-11-14 (in 55 days).
Role details
Cash and Trade Processing Representative 2 – Public Sector Lockbox
Business Overview
The Public Sector Lockbox business provides services to government clients to assist with managing receivables and sensitive documents. It is a highly regulated, high-security, multi-shift operation that operates 24/7, 363 days per year. The core function at the Getzville location is data entry.
Position Overview
The Cash and Trade Processing Representative 2 provides transactional processing support, including data entry and auditing of client products. The role performs moderately complex transactions, supports operating efficiency and productivity, provides backup coverage for team members, and contributes to a collaborative team environment.
Responsibilities
- Meet or exceed quality and productivity standards for all data entry and auditing functions.
- Perform multiple transactions of moderate complexity accurately and efficiently.
- Demonstrate strong focus and attention to detail to minimize rework and support straight-through processing.
- Participate in activities related to compliance with procedures and controls.
- Adapt positively to changing deadlines, assignments, and business requirements.
- Escalate observed issues promptly and appropriately.
- Identify opportunities for process improvements that increase productivity and operational efficiency.
- Collaborate professionally with team members, peers, and managers across shifts to meet client timelines and quality requirements.
- Provide backup coverage for team members and assist with staff education as needed.
- Adhere to all departmental and corporate policies and procedures, dress code requirements, client requirements, and compliance guidelines.
- Actively participate in cross-site and cross-shift committees and initiatives.
- Contribute to a positive team environment and culture.
- Accept feedback constructively, embrace change, and support business directives.
- Treat everyone with dignity and respect and adhere to Citi Values and the Code of Conduct.
- Perform other duties to support the business as needed.
Qualifications and Requirements
- High school diploma or GED equivalent required.
- U.S. citizenship or permanent residency is required.
- Ability to successfully complete an extensive background check, including criminal, credit, drug, background, and Treasury File checks. Certain checks are renewed every five years.
- Strong data entry skills and the ability to meet productivity and quality goals.
- Excellent attention to detail and strong organizational skills.
- General computer proficiency, including basic Microsoft Office skills and familiarity with lockbox applications.
- Excellent written and verbal communication skills.
- Ability to speak, write, and understand English.
- Ability to work independently and as part of a team toward a common goal.
- Ability to work in a fast-paced, team-oriented environment with strict deadlines and service levels.
- Ability to multitask, prioritize, and respond effectively under pressure.
- Flexible and adaptable approach to changing assignments and business needs.
- Self-motivated, highly motivated, and execution-oriented, with strong time-management skills.
- Strong interpersonal skills and the ability to communicate respectfully in a diverse, multicultural environment.
- Manual dexterity required; all tasks are repetitive.
- Excellent attendance required.
- Prior lockbox, payment processing, banking, public-sector lockbox, or operations experience preferred.
Desired Skills and Qualities
- Teamwork and interpersonal abilities
- Problem-solving and reasoning
- Leadership skills
- Strong work ethic
- Motivation and passion
- Positive attitude and energy
- Professionalism and self-confidence
- Willingness to learn
Schedule
- Full-time, on-site evening shift position.
- Must work at least one weekend day.
- Must be available to work weekends, holidays, overtime, and additional hours or flexible schedules as required by business needs.
Additional Information
- This requisition is intended for personnel currently working within the Buffalo Public Sector Department.
- Primary location: Getzville, New York, United States.
- Job family group: Operations – Transaction Services.
- Job family: Cash Management.
- Time type: Full time.
- Salary range: $37,440.00–$44,320.00.
- Anticipated posting close date: September 22, 2026.
Benefits
In addition to salary, eligible employees may receive discretionary and formulaic incentive and retention awards. Citi offers competitive benefits, including medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; wellness programs; paid vacation; sick leave; and paid holidays. Available offerings may vary by jurisdiction, job level, and date of hire.
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Applying to this role
This Cash and Trade Processing Representative 2 role at Citi runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications.
Jorb AI tracks details for Cash and Trade Processing Representative 2 at Citi. Postings refresh hourly from primary careers pages. Job details mirror the firm's posting; the apply link goes directly to the source. Last refreshed 2026-09-19.
