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Client Processing Representative Jobs in Dallas, TX

The Cash and Trade Proc Rep 2 is an entry level role responsible for processing basic and routine ... client experience is the expected behavior from all our employees and it will be measured by ...

The Cash and Trade Proc Rep 2 is an entry level role responsible for processing basic and routine ... client experience is the expected behavior from all our employees and it will be measured by ...

The Cash and Trade Proc Rep 2 is an entry level role responsible for processing basic and routine ... client experience is the expected behavior from all our employees and it will be measured by ...

The Cash and Trade Proc Rep 2 is an entry level role responsible for processing basic and routine ... client experience is the expected behavior from all our employees and it will be measured by ...

Primary responsibility for this position is to process Public Sector applications specifically in client-impacting and quality control functions such as intercept, sRGB review, end-of day cutoff ...

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Client Processing Representative information

See Dallas, TX salary details

$11

$26

$61

How much do client processing representative jobs pay per hour?

As of Sep 9, 2026, the average hourly pay for client processing representative in Dallas, TX is $26.44, according to ZipRecruiter salary data. Most workers in this role earn between $15.24 and $33.75 per hour, depending on experience, location, and employer.

What does a client processing representative do?

A Client Processing Representative is responsible for handling and processing various client transactions, ensuring accuracy and compliance with company policies. They typically work in banking or financial services, managing client accounts, processing payments, and resolving inquiries or discrepancies. Their role also involves maintaining records, updating client information, and providing support to both clients and internal teams. Strong attention to detail, communication skills, and familiarity with financial procedures are important for this position.

What are the key skills and qualifications needed to thrive as a client processing representative?

To thrive as a Client Processing Representative, you need strong attention to detail, analytical abilities, and a solid understanding of financial operations, often supported by a bachelor's degree in business or finance. Familiarity with transaction processing platforms, reconciliation software, and compliance systems is typically required. Excellent communication, problem-solving skills, and the ability to work efficiently under pressure help you excel in client interactions and team settings. These skills are crucial for ensuring accuracy, regulatory compliance, and high-quality service in fast-paced financial environments.

How does a client processing representative typically interact with other departments in the organization?

Client Processing Representatives frequently collaborate with departments such as operations, compliance, and client services to ensure smooth and accurate processing of client transactions. They may work closely with account managers to resolve client inquiries or discrepancies, and coordinate with compliance teams to adhere to regulatory standards. Effective communication and teamwork are essential, as representatives often need to relay information and problem-solve across multiple teams to meet client needs and maintain high service standards.

What is the difference between Client Processing Representative vs Customer Service Associate?

AspectClient Processing RepresentativeCustomer Service Associate
CredentialsHigh school diploma or equivalent; some roles may require industry-specific certificationsHigh school diploma or equivalent; customer service experience preferred
Work EnvironmentFinancial institutions, insurance companies, or corporate officesRetail stores, call centers, or service desks
Employer & Industry UsageFinancial and insurance sectorsRetail, telecommunications, and service industries
Common Search & ComparisonFocuses on processing client transactions and documentationFocuses on assisting customers with inquiries and issues

The main difference is that a Client Processing Representative primarily handles client transactions, documentation, and account processing within financial or insurance settings. In contrast, a Customer Service Associate focuses on assisting customers with inquiries, resolving issues, and providing support in retail or service environments. Both roles require strong communication skills, but their daily tasks and industry focus differ significantly.

What are popular job titles related to Client Processing Representative jobs in Dallas, TX?

For Client Processing Representative jobs in Dallas, TX, the most frequently searched job titles are:

What job categories do people searching Client Processing Representative jobs in Dallas, TX look for?

The top searched job categories for Client Processing Representative jobs in Dallas, TX are:

Infographic showing various Client Processing Representative job openings in Dallas, TX as of September 2026, with employment types broken down into 82% Full Time, 12% Part Time, and 6% Contract. Highlights an 69% Physical, 4% Hybrid, and 27% Remote job distribution, with an average salary of $54,993 per year, or $26.4 per hour.

Cash and Trade Processing Representative

Irving, TX • On-site

Citi
Banking and Credit Intermediation • 5 - 10K employees

$39K - $46K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago


Citibank rating

8.4

Company rating: 8.4 out of 10

Based on 179 frontline employees who took The Breakroom Quiz

39th of 176 rated banks


Job description

The Cash and Trade Proc Rep 2 is an entry level role responsible for processing basic and routine cash & trade operations in coordination with the Transaction Services team. The overall objective is to perform cash and trade processing activities in a fast-paced environment while focusing on quality, details and accuracy. Responsibilities: Apply basic technical knowledge to ensure efficient customer service that meets quality standards Assist with activities related to compliance and control Perform job duties by following detailed procedures or explicit instructions under direct supervision Aid in internal and external customer contact Serve as a backup processor for team members during high volume periods Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Fri-Mon 3 PM - 130 AM CST Qualifications: Previous relevant experience preferred Pass basic induction and operations training Effective written and verbal communication 0-2 yeas of experience in job related field Education: High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

------------------------------------------------------ Job Family Group: Operations - Transaction Services ------------------------------------------------------ Job Family: Cash Management ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Irving Texas United States ------------------------------------------------------ Primary Location Full Time Salary Range: $39,520.00 - $46,810.00 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 time off (vacation), unplanned time off (sick leave), and paid holidays

For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above

------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Aug 20, 2026 ------------------------------------------------------ Automated Processing and AI We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents - AI Notice and Right ------------------------------------------------------ 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 at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.


What Citibank employees say

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About Citigroup Inc

Sourced by ZipRecruiter

We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that’s uniquely positioned for this moment. Through our vast global network and our on-the-ground expertise, we can connect the dots, anticipate change and empathize the needs of our clients and customers in ways that other banks simply cannot. Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We have set expectations for how we must act to bring our mission to life. These expectations are at the heart of our Leadership Principles – we take ownership, we deliver with pride and we succeed together.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

New York City, NY, US