Citiphone Officer

Job Description

Responsibilities:

• Assist in evaluating client financial needs to identify and offer new Citi products and solutions
• Interact with customer inbound calls and provide customer service, as necessary
• Align client needs to product service solutions within a complex sales-based environment
• Communicate the value and benefits associated with Citi products and services to clients
• Achieve monthly individual/team-based established sales goals
• 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.

Qualifications:

• High School diploma or equivalent
• 1-3 years of relevant experience
• Sales and customer service (financial services, call center, retail) experience preferred
• Consistently demonstrates clear and concise written and verbal communication
• Demonstrated problem-solving and decision-making skills