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Service Relationship Team Lead position at Citi providing full leadership and direction to a Customer Service team that performs customer service activities. The role involves client account relationship management, reviewing customer needs, pro-actively engaging with customers, and providing resolution based on customer needs within a global financial institution.
Job Responsibility:
Client Account Relationship Management, review customer needs and pro-actively engage with the customer to validate the understanding of the needs and provide resolution based on customer needs
Responsible for executing day to day customer service activities, while ensuring adherence to Citi's policies and guidelines
Advise CG customers to enrich the relationships by mobilizing additional funds and to be able to buy products/services
Ensure coverage of all the relationships through customer engagements
Compliance, Risk & Controls
Identify opportunities for process/service improvements and volunteer in process improvement initiatives
Ensure that KYC/AML and other compliance norms are strictly adhered to
Drive Bank's digitization strategy by actively preparing clients to be digitally equipped
Appropriately assess risk when business decisions are made
Requirements:
5-7 years of Customer service & relationship management experience
Basic knowledge of bank products such as deposit accounts, credit cards, time deposits
Effective written and verbal communication skills
Influencing and relationship management skills
Quick learner, self-starter, and should be able to take initiatives
Good team player and should be able to work well with cross functional teams
Ability to lead teams
Matured personality with a high-level of initiative, self-driven, good time management and work integrity
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