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Citi Group Cash & Trade Processing Manager 
United States, Delaware, Newark 
802074299

24.09.2024

The Public Sector Lockbox business is a 24/7 operational unit which provides a variety of services to government clients to assist them in managing their receivables and important documents. The functions of this business include Mailroom, Batching, Scanning, Dispatch and Data Entry for a variety of clients. Most functions occur in a POD or small team environment. A successful candidate manages the efforts of 25+ staff members who perform these tasks. The candidate must be able to work most holidays and weekends, and successfully complete the government-required background check. Extended hours may be required to complete job requirements. This role is an officer/AVP at Citi and therefore, is expected to excel at Citi’s Leadership Standards, categorized below.

Develops Our People:

  • Responsible for managing a team of 25+ staff members that fluctuates based on seasonal volumes; this includes management of Citi direct staff and oversight of Agency staff
  • Recognize the value of our people: Value their differences; help them grow and develop; tap their full potential; treat everyone with respect and dignity
  • In partnership with individual staff members, find creative ways to positively impact his/her career growth and trajectory. Work with peers within and across shifts and sites to identify and develop a diverse and effective talent pipeline for internal mobility.
  • Serve as the primary and first point of escalation for staff members and internal clients.
  • Manage daily production activities of the team including appropriate resource allocation, setting and reviewing performance goals, monitoring functional and shift-level metrics, ensuring all client SLA’s are met
  • Conduct regular monthly 1:1s with each Citi staff member covering progress against goals and individual performance plans, providing coaching and feedback including productivity and quality metrics, attendance metrics, leadership standards achievement, development/training needs and all other aspects of employee management
  • Appropriately communicate organizational information and updates through department and floor meetings, appropriate email/IM, and regular in-person communication
  • Write and deliver detailed mid-year and year-end performance appraisals
  • Appropriately welcome and indoctrinate new hires to organization
  • Reward results - recognize, reward and promote talent based on performance ("the what" and "the how”); highlight people who role model Citi’s Leadership Standards, celebrate exceptional team behavior and outcomes

Drives Value for Clients:

  • Continually find ways to Be the Best for our Clients
  • Regularly monitor quality reports and eliminate client-impacting defects through coaching and process improvement initiatives
  • Lead root cause analysis review on client impacting concerns, and provide detailed information and proposed solutions regarding findings
  • Participate in all client-facing events as needed

Works as a Partner

  • Consistently practice the ‘One-Team’ perspective collaborating business decisions within and across shifts
  • Effectively partner across sites and businesses through leadership and active participation in site-wide Task Forces, councils and projects
  • Network/navigate within the organization in order to troubleshoot and resolve escalated issues
  • Attend and actively participate in shift turnover meetings, huddle with POD team to provide updates and daily strategy
  • Through an assortment of communication avenues, maintain frequent, effective and transparent communications with peers, managers and staff across shifts and sites
  • Serve as deputy for the Cash & Trade Senior Processing Manager (VP) and cover for peers within and across shifts as needed

Champions Progress

  • Work with internal teams and vendors to understand existing processes and business requirements and aid the successful implementation of new technology and/or products
  • Identify opportunities and lead initiatives to implement process improvements and expense-reduction enhancements
  • Champion at least one task force or committee and provide regular senior management updates with measurable impact
  • Actively lead Lean and Operations Excellence project teams, client projects, or other internal initiatives. Ensure 100% attendance and engagement in Operations Excellence sessions and Citi Lean Training
  • Manage change effectively and positively

Lives Our Values

  • Conduct team building and morale building initiatives with your team, across shifts and across sites
  • Lead and actively participate in People Strategy efforts across shifts and sites
  • Represent Public Sector Lockbox appropriately in all site-wide initiatives, executive-level tours and community efforts
  • Risk and Controls:
    • Ensure Adherence to all departmental policies, client requirements, and compliance guidelines within a strictly regulated environment
    • Participate in Audit preparation and review processes
    • Identify control deficiencies, participate in monthly MCA reviews and implement appropriate procedures to mitigate any risk
    • Ensure 100% timely completion

Delivers Results

  • Create and monitor appropriate metrics for PODs, shift, site and organization
  • Ensure overall operating efficiency and maintain standards for conduct, quality, performance and productivity and address corrective action when necessary
  • Handle Escalations and provide timely/accurate resolutions
  • Provide required monthly temporary agency reporting and performance comments
  • Increase annual employee satisfaction survey scores and connect culture committees across all sites, sharing best practices

Job Qualifications:

  • Minimum 2 years supervisory experience required, in lockbox operations environment preferred
  • Customer service and/or multi-shift experience preferred
  • A demonstrated history of effective management and career development skills
  • Strong interpersonal skills and positive peer engagement experience in a diverse environment
  • Strong and effective written and verbal communication skills across diverse audiences and levels
  • Strong “Emotional Intelligence”, or the capacity to recognize, control, and express your own emotions while being empathetic to the emotions of others
  • Must have strong attention to detail and solid time management and organizational skills
  • Demonstrated ability to appropriately respond under pressure and effectively multi-task in a fast paced environment
  • Maintain full understanding of operational processes through training, hands on experience; lead by example
  • Demonstrated ability to be a change agent and embrace new technology in a fast paced, changing environment
  • Ensure schedule flexibility to accommodate 24/7 management coverage needs and off-shift meetings
  • Proficiency in Windows and Microsoft Office required
  • U.S. Citizenship or Permanent Residency (green card) is a requirement for this position
  • Required to pass an extensive background check that is renewed every 5 years
  • High School diploma or GED required
  • BS/BA preferred, or equivalent work experience required


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

Schedule: Monday to Friday 6:30am to 3:00pm

Operations - Transaction ServicesCash Management

Full timeNewark Delaware United States$78,080.00 - $117,120.00


Anticipated Posting Close Date:

Sep 18, 2024

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