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VP - Trade Services Process Manager

Job Req ID 21306871 Primary Location Tampa, Florida Job Category Operations - Transaction Services
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The Cash & Trade Proc Sr Mgr is an intermediate level role responsible for ensuring transactions are processed accurately and on time in coordination with the Transaction Services team. The overall objective is to manage the daily operations for a larger Cash and Trade Operations unit, consisting of multiple teams performing related tasks.


  • Oversee daily operations for multiple teams and several unit supervisors and ensure teams meet performance and quality expectations
  • Manage staff resource allocation while assisting with the development and oversight of the budget
  • Resolve complex and highly variable issues with significant departmental impact
  • Evaluate performance and make recommendations for training/development, pay increases, hiring, terminations and other personnel actions
  • Ensure essential procedures are followed and contribute to defining workflow standards
  • Contribute to the objectives of the entire Transaction Services function
  • 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.


  • 6-10 years of experience in a related senior level role with experience in trade / cash operations and management
  • Proven experience in creating and implementing processes that result in improved business performance
  • Effective verbal and written communication and analytical skills


  • Bachelor's/University degree, Master’s degree preferred

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

Job Description

  • Manage a team of Trade Service Professionals in Colombia Trade Service hub.
  • Drive the execution and the day to day functions and activities of all Trade Service, Finance, Channel, and Local Currency loans in the Colombia Trade CSC.
  • Oversight and best practices implementation across Service footprint in NAM / LatAm (Hubs and Country Service).
  • Lead regional execution of the service strategy across sites.
  • Increased customer satisfaction (both internal and external).
  • Established credibility and strong operations, audit, and front office working relationships.
  • Strong partnerships developed with our Branch Operations, Product Partners, as well all Citi Service Centers globally
  • Lead and/or support Trade digitization efforts for the region.
  • Demonstrates understanding of the external trends and issues impacting clients     
  • Lead teams to listen and learn from clients; Anticipates and addresses their emerging needs          
  • Develops trusted partnerships with clients by consistently delivering to our commitments in terms of expert advice, timeliness and accuracy of information.
  • Acts as an escalation point of contact for any service issues.
  • Meet execution targets in terms of quality of service, knowledge of product and timeliness of handling client inquires and investigations.
  • Identify and implement service enhancements and process improvement. 
  • Defect Management, ensuring root cause analysis and corrective action plans are effective.
  • Continuous assessment, tracking and training of Service Professionals to ensure optimal product knowledge and service
  • Ensure continuous review of processes to identify potential control gaps and ensure upward reporting of any issues
  • Immediate reporting of any Potential Los Events and Customer Complaints
  • Maintain and/or improve the risk free environment required in this arena.
  • Maximize process improvement/changes and develop & manage key reporting metrics
  • Reduced errors and increased operating effectiveness.
  • Ensure teams we meet our Goals of zero holdovers


Job Family Group:

Operations - Transaction Services


Job Family:

Cash Management


Time Type:

Full time


Citi is an equal opportunity and affirmative action employer.

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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