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Financial Services Consultant

2 months ago

Boca Raton, Florida, United States Citibank Full time

Position Overview: The Universal Banker plays a crucial role in delivering outstanding service to both internal and external clients while collaborating with the Branch team. The primary goal is to efficiently manage all service transactions (such as deposits, payments, address modifications, card replacements, and dispute resolutions) and sales activities (including account openings and credit card referrals) to enhance client relationships.

Bilingual Skills: Proficiency in Spanish is preferred.

Key Responsibilities:

  • Demonstrate strong sales and service abilities by effectively presenting products and services, while proactively guiding clients on utilizing available access channels (e.g., ATM, Online, Mobile).
  • Serve as a subject matter expert within the branch, adapting to coverage needs as required.
  • Continuously acquire knowledge of new and existing products through sales aids, showcasing a positive attitude and a customer-first approach.
  • Deliver exceptional service to resolve account-related issues and respond to customer inquiries in a timely and effective manner.
  • Maintain a thorough understanding of client accounts and banking relationships, exercising sound judgment in customer interactions.
  • Engage with clients on the bank floor to identify and address their sales and service needs, converting service requests into sales or referrals when appropriate.
  • Approach and engage clients in the branch lobby to demonstrate expertise in digital capabilities and assess their financial needs, which may involve standing for a significant portion of the workday.
  • Utilize various marketing tools and digital technologies available in the branch to present product offerings and financial solutions to current and prospective clients.
  • Connect clients with the appropriate partners as necessary, leveraging video conferencing for specialists in various fields.
  • Take ownership of client issues, ensuring prompt and effective resolution to guarantee complete client satisfaction.
  • Recognize clients' transaction needs, directing them to alternative self-service channels and providing assistance as needed.
  • Educate clients on self-service options and encourage the use of digital service channels.
  • Ensure all follow-up items are completed or appropriately delegated, collaborating effectively with team members.
  • Welcome clients warmly, using their names when possible, and express gratitude for their business.
  • Execute financial transactions in compliance with bank policies and procedures, maintaining an accurate record of daily drawer balancing.
  • Listen attentively to clients, assisting with any questions or concerns they may have.
  • Ensure all client needs are addressed before concluding transactions, valuing their time without rushing.
  • Exhibit initiative and empathy, proactively preventing and resolving client issues while supporting fellow tellers.
  • Foster a friendly and welcoming environment for customers and employees, promoting teamwork within the branch to enhance the overall customer experience.
  • Effectively manage all service transactions and sales referral routines to strengthen client relationships.
  • Adhere to Citibank policies, standards, and operational controls, ensuring the safety and security of customer and bank assets.

Qualifications:

  • 1-3 years of relevant experience.
  • Required Skills: Experience in face-to-face customer service, digital engagement, and basic sales/referrals.
  • Open client service orientation and a genuine desire to assist customers.
  • Sales experience is desirable.
  • Excellent verbal and written communication skills.
  • Strong analytical and problem-solving abilities.
  • Basic proficiency in computer and digital tools.

Preferred Skills: Retail experience.

Education: High School diploma or equivalent.

Job Family Group: Customer Service

Job Family: Branch Service

Time Type: Part time

Compensation: Competitive salary and benefits package, including medical, dental, and vision coverage, 401(k), life insurance, and wellness programs.

Equal Opportunity Employer: Citibank is committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.