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The Cash and Trade Processing Representative (in-house trainer) is responsible for delivering effective training programs that drive employee performance, quality, and productivity within the Public Sector Lockbox environment. This role supports onboarding, cross-functional education, and continuous development, ensuring employees meet operational and compliance standards in a highly regulated, high-security setting. The trainer also serves as a subject matter expert (SME), mentor, and quality advocate. Work schedule Monday - Friday 3:00pm - 11:30pm
Job Responsibility
Utilize effective training methods to facilitate new hire onboarding and cross-functional education
Deliver structured and engaging training sessions aligned with operational requirements
Actively participate in all training initiatives and contribute to continuous improvement of training programs
Apply strong empathy and understanding of adult learning principles to support diverse learning styles
Stay current with evolving training techniques and implement best practices in instruction
Accountable for increasing new hire performance to meet established productivity and quality standards
Monitor trainee progress and provide timely coaching, guidance, and constructive feedback
Accept and provide feedback in a professional and constructive manner
Escalate observed issues with new hires appropriately and in a timely manner
Provide feedback and guidance to staff (as requested by leadership/AVP) regarding quality and productivity
Accountable for maintaining quality and productivity efficiency across trainees
Perform quality control checks, including spot checks and batch reviews
Complete and maintain Error Tracking Spreadsheets to identify trends and improvement opportunities
Demonstrate a high level of focus and attention to detail to minimize errors and rework
Ensure all work aligns with departmental standards and performance metrics
Maintain extensive knowledge of Public Sector Lockbox core functions
Demonstrate strong proficiency across all operational functions
Maintain a working knowledge of data entry systems and processes
Professionally interact and collaborate with team members, peers, and managers across shifts and sites
Actively participate in cross-site and cross-shift committees and initiatives
Contribute to a positive team environment and foster a collaborative culture
Support and promote consistency in training practices across locations
Operate within a highly regulated, high-security environment at all times
Adhere strictly to departmental policies, corporate procedures, dress code, client requirements, and compliance guidelines
Ensure all training reinforces compliance expectations and audit readiness
Embrace organizational change and support evolving business directives
Participate in self-development and company-sponsored training programs (including Citi development training)
Support higher-level or specialized operational tasks as needed, including assisting with sensitive processes (e.g., terminations support)
Demonstrate flexibility in supporting business needs across functions and teams
Perform additional responsibilities and duties as assigned by leadership
Requirements
Strong proficiency in Public Sector Lockbox operations
Experience in training, coaching, mentoring, or knowledge transfer
Working knowledge of data entry functions
Strong understanding of quality control and productivity standards
Excellent attention to detail and organizational skills
Ability to deliver feedback effectively and professionally
Strong interpersonal, communication, and collaboration skills
Ability to work in a fast-paced, high-security, and compliance-driven environment
Nice to have
Experience in a regulated or financial services environment
Familiarity with adult learning methodologies and training delivery techniques
Experience working across multiple sites or shifts
What we offer
medical
dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages including planned time off (vacation), unplanned time off (sick leave), and paid holidays