Customer Service Representative

4 weeks ago


Valley Stream, New York, United States Citigroup Inc Full time

Job Summary:

The Customer Service Representative will be responsible for providing high-quality customer service and assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions.

Key Responsibilities:

  • Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service
  • Perform efficient and accurate banking transactions, including managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash
  • Identify referral opportunities for new products and services based on client's financial goals
  • Educate clients on digital and self-service opportunities offered by Citi
  • Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets
  • Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed
  • Maintain working knowledge of client accounts as well as new and existing products and services offered

Requirements:

  • Previous relevant experience preferred
  • Demonstrated sales and customer service experience
  • Money handling experience
  • Effective problem-solving and communication skills
  • Ability to work well in a team-oriented environment

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.



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