Customer Service Representative C5

The Customer Service Representative is an entry-level position responsible for providing assistance to branch employees, enabling a positive customer service experience and executing day-to-day banking activities in coordination with the Customer Service function. The overall objective is to promote high quality customer service to Citi clients and to achieve client satisfaction by delivering optimal solutions. **Responsibilities**: - Manage and coordinate branch resources, such as financial documents and securities in national and foreign currency - Assist Tellers with day-to-day banking activities to ensure processes are completed in an accurate and efficient manner - Control and manage cash, valuated forms, and means of access - Supervise and ensure that proper banking protocols are completed - Reconcile teller transactions against branch accounting - Perform banking administrative tasks and follow-ups, as needed for the branch - Assist with the opening and management of customer accounts - Assist with window operations and funnel overflow to other channels - 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. **Qualifications**: - 2-4 years’ relevant experience in customer service - Knowledge of: regulations and operational processes of branch - Microsoft Office experience - Banking accounting or basic accounting experience **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 Teller is an entry-level position responsible for assisting with the execution of branch activities including the 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. **Responsibilities**: - Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service - Complete basic and advanced Teller transactions, including liquidation, draft issuances, in house transfers, draft cancellations, and account updates - 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 clients and bank assets - Ensure all client needs are met and effectively manage any client issues/concerns, escalating as needed - Maintain working knowledge of client accounts as well as new and existing products and services offered **Qualifications**: - 1-3 years’ relevant experience - Demonstrated sales and customer service experience in retail or financial setting - Money handling experience - Effective problem solving and communication skills - Ability to work well in a team oriented environment **Education**: - Any Bachelor’s degree - **Job Family Group**: Customer Service - **Job Family**: Branch Service - **Time Type**: Full time - Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**. View the **EEO Policy Statement**. View the **Pay Transparency Posting