Customer Service Representative
4 weeks ago
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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