Customer Service Representative
4 weeks ago
Job Summary
The Customer Service Representative is responsible for providing exceptional customer service and support to clients in a fast-paced branch environment. This role involves assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions.
Key Responsibilities
- Provide friendly and efficient customer service to clients, serving as the first point of contact for Citi clients.
- Perform accurate and efficient banking transactions, including managing cash supply for the branch and maintaining branch vault cash.
- Identify referral opportunities for new products and services based on client 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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