Cash and Trade Representative
Core
Process basic to moderately complex cash and trade transfers, including cash handling, check processing, and lock-box operations. (via careerplan.io/jobs/859038203261-cash-and-trade-representative-at-citi)
Role type
Entry-level cash and trade operations representative
Builds
Firm payments, receivables, trade transactions, liquidity flows, and wholesale card activity
Domain
Financial services / Cash management
Required skills
Cash management processing, transaction services, Microsoft Office proficiency, data entry
Responsibilities
Perform cash management operations (cash handling, check processing, return items, lock-box), provide processing assistance for payments and trade transactions, support compliance activities, train new team members, assess risk and escalate control issues