Banking Services Representative
hace 3 días
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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