Citiphone Officer
Core
Handle inbound customer inquiries and issues via phone and chat for Citi's wealth management clients, resolving transactions and providing product information.
Role type
Customer Service Officer (Wealth Operations)
Builds
Client support interactions and sales referrals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Verbal communication, Active listening, Problem-solving, CRM systems, Microsoft Office, Cross-selling
Preferred skills
Banking product knowledge, Regulatory compliance knowledge, Digital tools proficiency
Responsibilities
Handle incoming client inquiries and transaction requests, Provide accurate information on banking products and procedures, Overcome customer objections and articulate product value, Educate clients on digital tools and self-service platforms, Maintain compliance with banking regulations and internal controls, Collaborate with internal departments for seamless client experience