Cash and Trade Processing Representative

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Job Overview

The Cash and Trade Processing Representative (in-house trainer) is responsible for delivering effective training programs that drive employee performance, quality, and productivity within the Public Sector Lockbox environment. This role supports onboarding, cross-functional education, and continuous development, ensuring employees meet operational and compliance standards in a highly regulated, high-security setting. The trainer also serves as a subject matter expert (SME), mentor, and quality advocate.

Work schedule Monday - Friday 3:00pm - 11:30pm

Key Responsibilities

Training & Development

• Utilize effective training methods to facilitate new hire onboarding and cross-functional education.
• Deliver structured and engaging training sessions aligned with operational requirements.
• Actively participate in all training initiatives and contribute to continuous improvement of training programs.
• Apply strong empathy and understanding of adult learning principles to support diverse learning styles.
• Stay current with evolving training techniques and implement best practices in instruction.

Performance & Coaching

• Accountable for increasing new hire performance to meet established productivity and quality standards.
• Monitor trainee progress and provide timely coaching, guidance, and constructive feedback.
• Accept and provide feedback in a professional and constructive manner.
• Escalate observed issues with new hires appropriately and in a timely manner.
• Provide feedback and guidance to staff (as requested by leadership/AVP) regarding quality and productivity.

Quality & Operational Excellence

• Accountable for maintaining quality and productivity efficiency across trainees.
• Perform quality control checks, including spot checks and batch reviews.
• Complete and maintain Error Tracking Spreadsheets to identify trends and improvement opportunities.
• Demonstrate a high level of focus and attention to detail to minimize errors and rework.
• Ensure all work aligns with departmental standards and performance metrics.

Subject Matter Expertise  (SME)

• Maintain extensive knowledge of Public Sector Lockbox core functions, including:
  • Mail room       
  • Batching
  • Scanning
  • Dispatch  
  • Shipping Room
• Demonstrate strong proficiency across all operational functions.
• Maintain a working knowledge of data entry systems and processes.

Collaboration & Team Engagement

• Professionally interact and collaborate with team members, peers, and managers across shifts and sites.
• Actively participate in cross-site and cross-shift committees and initiatives.
• Contribute to a positive team environment and foster a collaborative culture.
• Support and promote consistency in training practices across locations.

Compliance & Risk Management

• Operate within a highly regulated, high-security environment at all times.
• Adhere strictly to departmental policies, corporate procedures, dress code, client requirements, and compliance guidelines.
• Ensure all training reinforces compliance expectations and audit readiness.

Change Management & Business Support

• Embrace organizational change and support evolving business directives.
• Participate in self-development and company-sponsored training programs (including Citi development training).
• Support higher-level or specialized operational tasks as needed, including assisting with sensitive processes (e.g., terminations support) 
• Demonstrate flexibility in supporting business needs across functions and teams.

Additional Duties

• Perform additional responsibilities and duties as assigned by leadership.

Qualifications

Required

• Strong proficiency in Public Sector Lockbox operations.
• Experience in training, coaching, mentoring, or knowledge transfer.
• Working knowledge of data entry functions.
• Strong understanding of quality control and productivity standards.
• Excellent attention to detail and organizational skills.
• Ability to deliver feedback effectively and professionally.
• Strong interpersonal, communication, and collaboration skills.
• Ability to work in a fast-paced, high-security, and compliance-driven environment.

Preferred

• Experience in a regulated or financial services environment.
• Familiarity with adult learning methodologies and training delivery techniques.
• Experience working across multiple sites or shifts.

Core Competencies

• Accountability and ownership
• Effective communication & collaboration
• Coaching and mentoring with empathy
• Adaptability and change management
• Strong attention to detail and quality focus
• Critical thinking and problem-solving
• Professionalism and integrity

Work Environment

• Fast-paced, production-driven operational setting
• Highly regulated, high-security environment
• Team-oriented, cross-functional workplace

Work schedule Monday - Friday 3:00pm - 11:30pm

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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:

Newark Delaware United States

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Primary Location Full Time Salary Range:

$43,960.00 - $57,340.00

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:

Jun 18, 2026

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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.

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