Job Purpose: Provide superior service to affluent clientele along with transactional and account maintenance activities. Will provide support to the CPC group and management team. Acts as conduit for issues and requests. Updates files/records, various correspondence and VBS responsibilities. Coordinates activities to include answering the phones and facilitating communication with clients. Applies advanced communication skills to manage interactions with senior level internal and external contacts. Expected Results: High level of customer satisfaction with timely and accurate execution of job tasks and responsibilities.
Responsibilities: · Provide exceptional service delivery to our internal and external Citigold Private Client (CPC) customers to resolve account service issues and respond to customer inquiries promptly and effectively on both banking and brokerage accounts · Through service, identify new sales opportunities and refer to the Citigold Private Client Relationship Manager (CPC RM) · Address all client requests/inquiries, liaising with all other bank service providers and interface with back office operations to ensure smooth processing and timely resolution · Ensure that CPC quality standards are met regarding callbacks, fed reference numbers and timeframes for processing transactions · Perform account maintenance including but not limited to: process checkbook orders, issue Citicards/PIN mailers, activate debit cards, provide copies of statements, checks, deposits, set-up duplicate statement requests, process stop payments; handle investigations; complete returned mail investigations; process fed funds availability set-up; change client account codes/status (expense codes, block/unblock accounts, waive status etc.); update client account information such as tax ID, telephone number, title/signer changes. · Deliver outstanding customer service by executing financial transactions in accordance with bank and brokerage procedures · Proactively educate customers on utilizing available access channels, including digital, and act as the subject matter expert · Act as liaison to relay critical communications between client and CPC RM
2+ years equivalent work experience in the financial services industry, preferably working with affluent clientele.
Superior written and verbal communication, interpersonal, and customer-service skills
Strong financial/business acumen with basic knowledge of financial products and services
Experience working with technology/systems required to support banking transactions and provide customer service
MS Office skills preferred
Knowledge of Salesforce preferred but not required
Able to remain organized and work on multiple tasks
Internal Number: 5235166
eFinancialCareers is a career site specializing in financial services.