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Service Account Officer position at Citi focusing on client account relationship management, customer service activities, and ensuring compliance with banking regulations while driving the bank's digitization strategy.
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
Execute 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
Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration
Ensure coverage of all the relationships through customer engagements
Ensure compliance with KYC/AML and other compliance norms
Drive Bank's digitization strategy by actively preparing clients to be digitally equipped
Assess risk when business decisions are made and drive compliance with applicable laws, rules and regulations
Requirements:
3-5 years of relevant experience
Customer Service experience
Proficient knowledge of basic 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
Matured personality with a high-level of initiative, self-driven, good time management and work integrity
Nice to have:
Customer Service experience
Proficient knowledge of basic bank products such as deposit accounts, credit cards, time deposits
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