CitiPhone Officer

The Service and Sales Specialist is an entry level position responsible for responding to service inquiries through inbound telephone and mail communications in coordination with the Customer Service team. The overall objective of this role is to provide resolution to client inquiries while identifying cross sell opportunities.

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 f...