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Customer Service Representative
2 months ago
Job Summary:
The Customer Service Representative is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high-quality customer service and to help the branch generate revenue by delivering optimal solutions.
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.
- Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
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.
The salary range provided in this posting is based on a 40-hour work week.
