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.

• 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.

• 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.

Operations - Core

Processor

Full time

San Antonio Texas United States

$49,340.00 - $64,360.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned…