The Customer Service Representative is an entry-level position responsible for providing a positive customer service experience and executing day-
to-day banking activities in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to achieve customer satisfaction by delivering optimal solutions.
Ensure all client needs are met and effectively manage any client issues / concerns, escalating as needed
Provide needs based referrals to other personal bankers and partners within the branch
Maintain working knowledge of all products and services provided by Citi
Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of customer and bank assets
Engage in morning huddle and discuss execution of daily activities
Leverage various tools to build client relationships and identify client’s financial needs
Confirm client availability to meet with banker associate or make appointment via Appointment Portal
Engage in digital services that provide ease, convenience and safety for clients
Perform all operations functions, including client transactions, within policy to minimize legal and business risk
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.
1-3 years’ relevant experience
Previous retail banking and customer service experience preferred
Effective verbal and written communication skills
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.
Grade : All Job Level - All Job FunctionsAll Job Level - All Job Functions - TW
Time Type :
Citi is an equal opportunity and affirmative action employer.
Minority / Female / Veteran / Individuals with Disabilities / Sexual Orientation / Gender Identity.
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