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Client Service Representative

1 week ago

San Jose, California, United States Citigroup Inc Full time

The Client Service Representative is a key role in delivering outstanding client experiences through effective banking operations and personalized service. This involves coordinating with customer support, processing transactions efficiently, and adhering to bank policies.

Key Responsibilities:

  • Execute daily, weekly, and monthly tasks, inspections, and correspondence with customers
  • Lead and mentor colleagues by delegating work and providing guidance when necessary
  • Serve as the primary point of contact for clients and provide exceptional customer service
  • Accurately and efficiently process banking transactions, including cash supply management and vault maintenance
  • Comply with bank policies, operational controls, and regulatory procedures
  • Effectively manage client needs and concerns, escalating when necessary
  • Maintain working knowledge of client accounts and available products/services
  • Evaluate risks when making business decisions

Requirements:

  • 1 year of relevant experience
  • Demonstrated sales and customer service skills
  • Cash handling experience
  • Leadership skills
  • Effective problem-solving and communication skills
  • Collaborative teamwork ability

Education:

  • High school diploma or equivalent