Banker Associate (Citigold Private Client)
The Sales Support Analyst is an entry level position responsible for participating in a range of sales support activities including analysis of sales outcomes, opportunities and the creation of proposals in coordination with the Consumer Sales team. The overall objective of this role is to assist in providing a full range of support services to sales people and client segments. Responsibilities:
- Provide sales and service assistance to Relationship Managers in serving consolidated banking customers
- Enure that all service queries are resolved timely
- Resolve sales problems by identifying and selecting solutions from acquired technical experience and precedent
- Deliver quality service to customers and refer potential customers to Relationship Managers
- Assist in meeting overall branch sales and service goals
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
- Relevant experience preferred
- Customer service experience preferred
- Working knowledge of related industry practices and standards
- Consistently demonstrates clear and concise written and verbal communication
- Bachelor's degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Job Family Group:
Consumer Sales Job Family:
Consumer Sales Support Time Type:
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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