Service and Sales Specialist, Citi

Citi

Location:
Mexico, Cadereyta Jiménez

Category:
Customer Service

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Service and Sales Specialist is an entry-level position responsible for responding to service inquiries through inbound telephone and mail communications in coordination with the Customer Service team. The overall objective of this role is to provide resolution to client inquiries while identifying cross-sell opportunities.

Job Responsibility:

Provide customer service to existing clients, including first contact resolution, answering inquiries, addressing concerns, resolving complaints, and providing training assistance
participate in engagement campaigns to potential and existing clients to increase growth opportunities
assist office staff with client credit applications and transaction processing
analyze disbursement reports and assist providers with account reconciliation
assist dealers with processing transactions via Point of Sale (POS) Terminals, website, Interactive Voice Response (IVR), and VeriFone
order, replace, and track provider enrollment kits and marketing information
process test transactions for initial setup and applications for prospective providers as well as retrieve, update, and store provider data in all appropriate systems
retrieve, update, and store provider data in all appropriate systems
place outbound welcome, marketing, and sales calls to new, potential, and existing providers, as well as schedule training sessions
update information for change of address and bank info changes and perform department assistance functions as assigned by management
assist in reviewing all setups and Merchant Non-Monetary transactions, create new merchant setups in Sales Assist, VeriFone, and Web, and provide merchant specialty reporting
fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics
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

Requirements:

2-4 years of relevant experience
experience within customer service, call center, or retail preferred
experience with relationship building with internal and external customers
High School diploma or equivalent

Additional Information:

Job Posted:
August 06, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Service and Sales Specialist