Service Process Coordinator
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-08-30
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Finance & Banking
Banking Operations, Bank Customer Service
Citi is looking for a Service Process Coordinator
Citi is looking for a Service Process Coordinator to join our Operations team, delivering accurate and timely account servicing support across a broad range of retail banking products. In this role, you will act as a key connection point between operations staff, relationship managers, and clients — ensuring daily processes run smoothly and in line with regulatory requirements. This is an opportunity to build a meaningful career in financial services operations at one of the world's leading global banks.
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.
- 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.
- High School diploma or equivalent qualification.
Skills & Qualifications
- 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.
We offer a collaborative, performance-driven environment with the tools, flexibility, and support to help you grow your career from day one.
- 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.
- medical, dental & vision coverage
- 401(k)
- life, accident, and disability insurance
- wellness programs
- planned time off (vacation)
- unplanned time off (sick leave)
- paid holidays
- discretionary and formulaic incentive and retention awards
Location: San Antonio, Texas, United States
Contract type: Full time
Salary: $49,340.00 - $64,360.00
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. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility w Citi’s EEO Policy Statement and the Know Your Rights poster.
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