Banking Services Representative

hace 3 días


Hacienda Santa Fe, Jalisco, México Citi A tiempo completo

The Client Service Specialist is an entry-level position at Citi 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.

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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