Transaction Services Representative
Core
Process basic to moderately complex cash and trade transfers, including cash handling, check processing, lock-box operations, and firm payments/receivables.
Role type
Entry-level transaction services representative
Builds
Cash management operations and trade transaction processing
Domain
Financial services / Cash operations
Required skills
Cash management processing, transaction services, data entry, Microsoft Office proficiency (via careerplan.io/jobs/859038255018-transaction-services-representative-at-citi)
Responsibilities
Perform cash handling, check processing, and lock-box operations; assist with firm payments, receivables, and liquidity flows; support User Acceptance Training (UAT) and train new team members; perform Quality Assurance for Public Sector Lockbox functions; assess risk and ensure compliance with laws and regulations.
Seniority
Entry-level, 2-4 years experience