Cash and Trade Operations Representative

hace 1 semana


Xico, México Citi A tiempo completo

The Cash and Trade Operations Representative is a key role within Citi's Transaction Services team, responsible for the processing of all regular, restricted, and legal transfers. The primary objective is to perform moderately complex cash and trade operation tasks, providing processing assistance for assigned projects.

**Key Responsibilities:**

• Process client and firm payments, receivables, trade transactions, liquidity flows, and wholesale card activity
• Provide instructions for a variety of tasks, including receipts and authentication, processing and recording, and reporting and reconciliation
• Perform cash management operations, including cash handling, check processing, return items, and lock-box operations
• Participate in UAT, implementation, and assist with training new team members, including training initiatives as required
• Monitor and report errors to ensure adherence to audit and control policies
• Follow procedures and controls required for custody accounts
• Provide feedback on project-related activities
• Fulfill clients' necessities while providing an exceptional client experience, measured by specific metrics.

**Qualifications and Requirements:**

• 1-3 years of relevant experience in financial operations or a related field
• Effective written and verbal communication skills
• High School diploma or equivalent

**Job Specifications:**

• This role requires strong analytical and problem-solving skills, with the ability to work in a fast-paced environment
• Proficiency in basic Microsoft Office applications
• Ability to work under pressure and meet deadlines
• Strong attention to detail and organizational skills
• Ability to maintain confidentiality and handle sensitive information

**About Citi:**

Citi is an equal opportunity and affirmative action employer, committed to diversity and inclusion in the workplace. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.



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