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Citi Cash & Trade Proc Mgr - 2nd Shift in Getzville, New York

The Cash & Trade Proc 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 a Cash and Trade Operations team, apply in-depth disciplinary knowledge to reach solutions and ensure deliverables are completed efficiently and accurately.


  • Review service quality, production systems, and client reporting within cash and trade operations

  • Analyze complex and variable issues to resolve issues and ensure team deliverables meet performance and quality expectations

  • Recommend quality reviews of cash management services, production systems, and client reporting

  • Manage performance, identify areas of development/training and make recommendations for pay increases, promotions, terminations, hiring, etc. of team

  • Contribute to planning, budget management and formulation of procedures

  • Serve as backup to the Cash and Trade Operations Senior Manager

  • 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.


  • 5-8 years of experience in a related cash and trade operations management role

  • 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 or equivalent experience

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


  • Primary responsibility for this position is to manage the 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.

  • Serve as the primary first point of escalation for staff members and internal and external clients.

  • Responsible for managing a team of 15+ staff members that fluctuates based on seasonal volumes and temporary staff hiring.

  • Setting individual performance plans, providing coaching and feedback through a formal review process including productivity and quality metrics, attendance metrics and development/training needs.

  • Create and monitor appropriate metrics for the functional area, shift, and site. Ensure overall operating efficiency by maintaining standards for conduct, quality, performance and productivity and addressing corrective action when necessary.

  • Regularly monitor quality reports and eliminate client-impacting defects through coaching and process redesign.

  • Network/navigate within the organization in order to troubleshoot escalated issues and resolve.

  • Identify opportunities to implement process improvements and expense-reduction enhancements.

  • Actively lead Lean project teams, client projects, or other internal initiatives.

  • Ensure communication with peers across shifts is frequent, maintained and consistent.

  • Provide timely and accurate resolution to all issues.

  • Within a strictly regulated environment, adhere to all departmental policies, client requirements, and compliance guidelines. Identify control deficiencies and implement appropriate procedures to mitigate any risk.

  • Participate on client calls as needed.

  • Serve as deputy for the Senior Transaction Services Manager as needed.

  • Visible across site and businesses through participation in site-wide committees, councils and projects.

Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - US

Time Type :Full time

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Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.