Cash and Trade Processing Representative

Business Overview:

The Public Sector Lockbox business is a multi-shift, 363 day-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 function of this business in Getzville is Data Entry. 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:

• As a critical member of the operations team, accountable for meeting or exceeding quality and productivity standards.

• Perform the following functions with strong proficiency:

• Client impacting quality control functions including exception handling and transaction verification

• All data entry functions, including audit

• Specialty functions within the operations process

• Perform as a subject matter expert for all data entry functions

• Demonstrate high level of focus and attention to detail, ensuring strong quality and minimizing rework

• Readily adapts to changes in deadlines and changes in daily work assignments

• 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 and sites to ensure client timelines and quality requirements are met

• Support higher level tasks as needed

• Professionally provide feedback and guidance to other processors related to the quality/productivity output of their work

• Assist in the monthly Management Control Assessment review process

• Facilitate new hire and cross functional 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 contributes 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:

Required

• 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
• Strong data entry skills
• Intermediate PC Proficiency; including MS Office and Lockbox Applications
• Professional written and verbal communication skills
• Prior Lockbox, payment processing, banking experience or operations experience
• Previous audit and quality control experience preferred
• Self-motivated, goal oriented with strong time management skills
• Able to work a flexible schedule to accommodate weekends/holidays and additional hours as required
• 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)
• High School diploma or GED

Evening Shift hours:

Sun-Thu 7 pm-3:30 am

Internally in the Department the current primary focus will be on the job training, mentoring, and ISA functions with additional focus on Quality Assurance as needed.

Must have US Citizenship and be able to successfully complete a government-required background check.

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Job Family Group:

Operations - Transaction Services

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Job Family:

Cash Management

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Time Type:

Full time

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Primary Location:

Getzville New York United States

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Primary Location Full Time Salary Range:

$41,660.00 - $54,340.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Sep 03, 2026

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Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents - AI Notice and Right

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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.