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Cash and Trade Processing Representative

ExperiencedNo visa sponsorship
Citi logo

at Citi

Bulge Bracket Investment Banks

Posted 3 days ago

No clicks

**Cash and Trade Processing Representative** Proficient in Microsoft Office, this entry-level role involves processing cash and trade transactions, including cash handling, check processing, and lock-box operations. Key responsibilities also include firm payments, receivables, trade transactions, and wholesale card activity processing, along with providing project assistance and compliance-related activities. Demonstrated basic experience within 2-4 years, with high school diploma or equivalent. Evening shift/on-site hours in Getzville, New York, with a salary range of $41,660 - $54,340 annually.

Compensation
$41,660 – $54,340 USD

Currency: $ (USD)

City
Getzville
Country
United States

Full Job Description

Cash and Trade Processing Representative

Apply (opens in new window)
Save

Job Req Id:

26963488

Location(s):

Getzville, New York, United States

Job Type:

On-Site/Resident

Posted:

Mai. 18, 2026

Discover your future at Citi

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, youll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The Cash and Trade Proc Rep 5 is an entry level role responsible for processing basic to relatively complex transfers in coordination with the Transaction Services team. The overall objective is to perform moderately complex cash & trade operation tasks, by providing processing assistance for assigned projects.

Responsibilities:

  • Perform cash management operations, such as cash handling, check processing, return items and lock-box operations
  • Provide processing assistance for firm payments, receivables, trade transactions, liquidity flows and wholesale card activity
  • Aid with processing firm payments, receivables, trade transactions, liquidity flows and wholesale card activity
  • Serve as a subject matter expert for User Acceptance Training (UAT) and training initiatives; train new team members and lower level personnel
  • Participate in compliance related activities to minimize losses
  • Assist with cash & trade operational project needs
  • 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 sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.


Qualifications:

  • 2-4 years of relevant experience
  • Demonstrated basic experience in cash management processing and transaction services
  • Proficiency with Microsoft Office tools and data entry skills


Education:

  • High School diploma or equivalent


This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

This is for evening shift/on-site hours.

------------------------------------------------------

Job Family Group:

Operations - Transaction Services

------------------------------------------------------

Job Family:

Cash Management

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Primary Location:

Getzville New York United States

------------------------------------------------------

Primary Location Full Time Salary Range:

$41,660.00 - $54,340.00


In addition to salary, Citis 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.

------------------------------------------------------

Most Relevant Skills

Please see the requirements listed above.

------------------------------------------------------

Other Relevant Skills

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

------------------------------------------------------

Anticipated Posting Close Date:

May 25, 2026

------------------------------------------------------

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 (opens in new window).

View Citis EEO Policy Statement (opens in new window) and the Know Your Rights (opens in new window) poster.

Apply (opens in new window)
Save

Cash and Trade Processing Representative

Compensation

$41,660 – $54,340 USD

City: Getzville

Country: United States

Citi logo
Bulge Bracket Investment Banks

3 days ago

No clicks

at Citi

ExperiencedNo visa sponsorship

**Cash and Trade Processing Representative** Proficient in Microsoft Office, this entry-level role involves processing cash and trade transactions, including cash handling, check processing, and lock-box operations. Key responsibilities also include firm payments, receivables, trade transactions, and wholesale card activity processing, along with providing project assistance and compliance-related activities. Demonstrated basic experience within 2-4 years, with high school diploma or equivalent. Evening shift/on-site hours in Getzville, New York, with a salary range of $41,660 - $54,340 annually.

Full Job Description

Cash and Trade Processing Representative

Apply (opens in new window)
Save

Job Req Id:

26963488

Location(s):

Getzville, New York, United States

Job Type:

On-Site/Resident

Posted:

Mai. 18, 2026

Discover your future at Citi

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, youll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The Cash and Trade Proc Rep 5 is an entry level role responsible for processing basic to relatively complex transfers in coordination with the Transaction Services team. The overall objective is to perform moderately complex cash & trade operation tasks, by providing processing assistance for assigned projects.

Responsibilities:

  • Perform cash management operations, such as cash handling, check processing, return items and lock-box operations
  • Provide processing assistance for firm payments, receivables, trade transactions, liquidity flows and wholesale card activity
  • Aid with processing firm payments, receivables, trade transactions, liquidity flows and wholesale card activity
  • Serve as a subject matter expert for User Acceptance Training (UAT) and training initiatives; train new team members and lower level personnel
  • Participate in compliance related activities to minimize losses
  • Assist with cash & trade operational project needs
  • 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 sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.


Qualifications:

  • 2-4 years of relevant experience
  • Demonstrated basic experience in cash management processing and transaction services
  • Proficiency with Microsoft Office tools and data entry skills


Education:

  • High School diploma or equivalent


This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

This is for evening shift/on-site hours.

------------------------------------------------------

Job Family Group:

Operations - Transaction Services

------------------------------------------------------

Job Family:

Cash Management

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Primary Location:

Getzville New York United States

------------------------------------------------------

Primary Location Full Time Salary Range:

$41,660.00 - $54,340.00


In addition to salary, Citis 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.

------------------------------------------------------

Most Relevant Skills

Please see the requirements listed above.

------------------------------------------------------

Other Relevant Skills

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

------------------------------------------------------

Anticipated Posting Close Date:

May 25, 2026

------------------------------------------------------

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 (opens in new window).

View Citis EEO Policy Statement (opens in new window) and the Know Your Rights (opens in new window) poster.

Apply (opens in new window)
Save