Service Process Coordinator
San Antonio, Bexar County, Texas, 78201, USA
Listed on 2026-08-30
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Finance & Banking
Banking Operations, Bank Customer Service
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.
Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.
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.
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.
- 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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