Client Relationship Specialist

2 months ago


White Plains, New York, United States 00002 Citibank, N.A. Full time

Position Overview: The Client Relationship Specialist at Citibank, N.A. plays a pivotal role in providing outstanding service to our valued clients. This position focuses on executing service transactions and fostering sales to strengthen client relationships.

Key Responsibilities:

  • Exhibit excellent sales and service capabilities
  • Serve as a branch expert on products and services
  • Engage in continuous learning about offerings
  • Deliver superior service experiences
  • Maintain comprehensive knowledge of client accounts
  • Interact with clients to discern their needs
  • Utilize marketing resources and digital platforms
  • Connect clients with relevant partners
  • Effectively address and resolve client concerns
  • Promote the use of self-service options
  • Ensure all follow-up actions are completed
  • Engage clients with a friendly and welcoming demeanor
  • Accurately perform financial transactions
  • Assist clients with inquiries or issues
  • Create a positive customer journey
  • Comply with bank policies and protocols
  • Efficiently manage service transactions and sales processes

Qualifications:

  • 1-3 years of relevant experience in customer service
  • Essential Skills: Customer service, digital engagement, sales proficiency
  • Preferred Skills: Experience in retail environments

Education Requirements:

  • High School diploma or equivalent

Job Family Group: Customer Service

Job Family: Branch Service

Employment Type: Part-time

Compensation: Hourly rate based on experience

Equal Opportunity Employer: Citibank, N.A. is committed to providing a competitive benefits package and welcomes all qualified candidates to explore career opportunities with us.



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