Sales and Service Specialist

5 days ago


O'Fallon, United States Citigroup Inc Full time
Responsibilities:
As a Sales and Service Specialist at Citigroup Inc, your primary responsibilities will include servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls. Your duties will include providing best-in-class service on banking and/or investment inquiries, ensuring risk is prudently managed, and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients.

You will also be responsible for providing timely responses to client service requests, handling all inquiries/requests related to banking and/or investment operations, and ensuring customer claims and complaints are handled in accordance with FINRA and firm policy. Additionally, you will be expected to build strong relationships with clients, utilize Salesforce regularly for communication of issues/tasks/opportunities, and proactively contact clients to identify needs and deepen relationships.

The ideal candidate will possess excellent verbal and written communication skills, with the ability to articulate business value propositions and match clients with the correct set of products and services. Prior work experience in Client Service and/or Sales within financial services (banking, insurance, investments) is preferred, but not required.

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