Service Associate

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

The Service Associate is an entry-level position responsible for executing day to day customer service and cash activities, promoting the good image of the bank by delivering best-in-class customer service at branch and maximizing relationship building opportunities while ensuring adherence to Citi’s policies and guidelines.
 

Duties & Responsibilities
 

• Process cash-related transactions such as Deposit of Checks and Cash, Loan and Card Payment, Cash Withdrawals, Check Encashment in both local and foreign currencies, Telegraphic Transfers, and the issuance of Manager’s Cheques
• Provide account maintenance services, which includes the update of Account Status, Account Closures, ATM Pin Change
• Drive the bank’s analog-to-digital transformation by assuming the role of Digital Ambassadors in the branch, educating new and existing customers on the bank’s distribution channels and recommending alternative digital channels where appropriate
• Take full ownership of customers' problems and ensure complete customer satisfaction of problem resolution
• Actively endorsing the bank's products and services
• Responsible for daily bank operations and security procedures related to branch functions.
  

Qualifications:

• Previous relevent experience preferred
• Ability to prioritize with strong organizational and time management skills per the needs of banker teams and clients
• Ability to problem solve and analyze data with demonstration of attention to detail •Strong verbal and written communication skills
• Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience

Education:

• Diploma or equivalent

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Job Family Group:

Private Client Coverage

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Job Family:

Client Services

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

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