Fiancial Consultant 財富管專員 襄陽分行

Fiancial Consultant 財富管專員 襄陽分行

Citi
Taiwan
2-4 years
Not Specified

Job Description


Job Description :
The Service Rep 5 is an entry level position responsible for assisting with customer service inquiries and providing solutions based on client needs in coordination with the Customer Service function. The overall objective is to analyze the best course of action to resolve client issues..
Responsibilities:
  • Assist with evaluating and resolving service inquiries from clients across different platforms
  • Effectively use various computer systems to complete assigned tasks and address account inquiries
  • Develop and maintain working knowledge specific groups of Citi products and services
  • Analyze and identify potential risks and identify solutions that meet client needs
  • Complete assigned tasks in an accurate and efficient manner
  • Solve disputes and retain clients, while minimizing opearting loss, through adherence to established rules and regulations
  • 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.

Qualifications:
  • 2-4 years’ work experience in a related role
  • Proficient in Microsoft Office and Windows Operating Systems
  • Demonstrated experience solving customer service inquiries
  • Effective verbal and written communication skills
  • Ability to work in a fast pace environment
  • Excellent technical and data entry skills, including the utilization of a 10-key touchpad
  • Proven ability to navigate multiple systems and customer service platforms concurrently

Education:
  • High School diploma or equivalent

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Citigroup Inc. and its subsidiaries ('Citi) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity .
To view the 'EEO is the Law' poster. To view the EEO is the Law Supplement .
To view the EEO Policy Statement .
To view the Pay Transparency Posting .

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