Intermediate Associate Telesales Representative, Citi

Citi

Location:
United States, San Antonio ▼
Jacksonville

Category:
Sales

Contract Type:
Employment contract

Salary:

62620.00 - 87380.00 USD / Year

Save Job

Apply Position

Job Description:

The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi's Investment and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed.

Job Responsibility:

Fully accountable for servicing and supporting Citi's Investment and/or Banking clients
Clearly articulate business value proposition, matching clients with the correct set of products and services
Provide timely responses to client service requests received via telephone or email
Provide exceptional support and issue resolution
Handle all inquiries/requests related to banking and/or investment operations including placing unsolicited securities trades
Ensure customer claims and complaints are handled in accordance with FINRA and firm policy
Ensure that KYC/AML and other compliance norms are strictly adhered to
Build rapport with clients and utilize Salesforce regularly
Build rapport with back-office staff and seek out highest level of support
Provide timely feedback to senior management to identify client pain points and barriers to exceptional service
Respond to client requests for investment products, referring clients to Financial Advisors if requested
Identify prospective clients interested in becoming new clients
Execute specific client contact campaigns as defined by Sales Management/Segments
Proactively contact clients to identify needs and deepen relationships
Complete all required trainings pertaining to the function in a timely manner
Appropriately assess risk when business decisions are made

Requirements:

2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred
Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area
Understanding of multiple products across business lines combined with exceptional networking and relationship building skills
Excellent verbal and written communication skills
Positive and can-do attitude
Excellent people skills and ability to work in a team environment
Capable of working independently within established procedures and make decisions without manager approval
Able to perform multiple functions with a high degree of accuracy
Strong desire to create a top-notch client experience with every client every day
Open to receiving feedback on a frequent basis
Ability to support a diverse array of products and services
Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred
US Registered FINRA Series 7 & 63 Required
Bachelor's/University degree

Nice to have:

Prior work experience in financial services
Knowledge of Microsoft Office (Excel, Outlook, and Word)

What we offer:

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages including vacation, sick leave, and paid holidays
Discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
September 24, 2025

Expiration:
September 30, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

View All Jobs In This Company

Job Link Share:

Intermediate Associate Telesales Representative