Jobs · Management · Texas

Service Process Coordinator

Citi · San Antonio, TX · Yesterday
HybridManagement$49k–$64k/yrFull-time

Responsibilities

  • Coordinate account maintenance and servicing requests across retail banking products, including Certificates of Deposit, money market accounts, inactive accounts, and pricing rate adjustments.
  • Resolve client inquiries efficiently and manage escalated issues through to resolution, delivering a consistent and high-quality service experience.
  • Communicate daily with management on productivity, quality, and availability metrics, and prepare written and oral updates for business stakeholders to support accurate financial entry approvals.
  • Ensure all account servicing activities comply with applicable financial regulations, including those governing privacy, consumer communications, and deposit account disclosures.
  • Deliver support across a wide range of banking products and services, adapting to shifting priorities and varying client needs.
  • Contribute to process improvement initiatives by identifying inefficiencies and supporting ongoing Lean projects within the operations team.
  • Assess risk considerations when handling operational decisions, escalating control issues with transparency and applying sound judgement to protect clients and the firm.

Requirements

  • 2 to 4 years of experience in an operations, banking, or financial services support environment.
  • Proficiency in Microsoft Office applications, with the ability to produce clear documentation and reporting.
  • Ability to work independently, manage competing priorities, and apply structured problem-solving to resolve complex issues.
  • Clear and concise written and verbal communication skills, with demonstrated ability to correspond with management and business stakeholders.
  • Analytical and numerical aptitude, with the ability to review financial data and identify discrepancies.

Skills

  • Familiarity with banking operations platforms such as Aspen, Eclipse/RSM, G360, IEWA, NCIS, or Tabster.
  • Experience working with complaints management systems or similar customer service tracking tools.
  • Exposure to Lean methodologies or process improvement frameworks within an operations environment.

Benefits

What We Offer
At Citi, you will be part of a global operations team where your contributions have real impact on client outcomes and business performance. We offer a collaborative, performance-driven environment with the tools, flexibility, and support to help you grow your career from day one.

We offer a fully remote working arrangement, giving you the flexibility to deliver high-quality work from wherever you are most effective.
Access to structured learning and development programmes to support your progression within financial services operations.
Exposure to a broad range of banking products and processes, building a versatile skillset across retail banking operations.
Wellbeing support and resources designed to help you maintain a healthy work-life balance.
A team environment that values clear communication, process excellence, and shared accountability for results.
Financial wellbeing benefits and compensation aligned to your experience and contribution.

Apply today to bring your operations expertise to a global banking environment where your work directly supports client outcomes at Citi.

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