Educational Sales Consultant
Teachers Pay Teachers
Licensed Intermediate Telesales Representative
Citi
full-time
Posted on:
Location Type: Hybrid
Location: San Antonio • Florida, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $62,620 - $87,380 per year
Job Level
JuniorMid-Level
About the role
- Fully accountable for servicing and supporting Citi’s Investment and/or Banking clients primarily through inbound and outbound phone calls.
- Articulate business value proposition and match clients with appropriate products and services.
- Provide timely responses to client service requests received via telephone or email.
- Own client issues end-to-end and provide exceptional support and issue resolution with a closed loop process.
- Handle inquiries/requests related to banking and/or investment operations, including placing unsolicited securities trades (Series 7 & 63 required).
- Ensure customer claims and complaints are handled in accordance with FINRA and firm policy.
- Ensure that KYC/AML and other compliance norms are strictly adhered to.
- Utilize Salesforce regularly for communication of issues/tasks/opportunities and build rapport with back-office staff.
- Provide timely feedback to senior management on client pain points and suggest process improvements.
- Respond to client requests for investment products and refer clients to Financial Advisors when requested.
- Identify prospective clients and execute client contact campaigns as defined by Sales Management/Segments.
- Proactively contact clients to identify needs and deepen relationships.
- Complete all required trainings pertaining to the function in a timely manner.
- Appropriately assess risk when making business decisions and escalate/manage/report control issues transparently.
Requirements
- 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred.
- Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.
- Understanding of multiple products across business lines combined with exceptional networking and relationship building skills.
- Excellent verbal and written communication skills.
- Ability to communicate at a professional level.
- Positive and can-do attitude.
- Excellent people skills and ability to work in a team environment.
- Capable of working independently within established procedures and make decisions without manager approval.
- Able to perform multiple functions with a high degree of accuracy.
- Strong desire to create a top-notch client experience with every client every day.
- Open to receiving feedback on a frequent basis.
- Ability to support a diverse array of products and services.
- Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.
- US Registered FINRA Series 7 & 63 Required.
- Bachelor's/University degree required.
Benefits
- In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
- Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
- Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
- For additional information regarding Citi employee benefits, please visit citibenefits.com.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client servicesalesinvestment operationssecurities tradingKYCAMLrisk assessmentprocess improvementnetworkingrelationship building
Soft skills
verbal communicationwritten communicationteamworkindependenceaccuracyclient experiencefeedback receptivenesspositive attitudeproblem solvingprofessionalism
Certifications
FINRA Series 7FINRA Series 63Bachelor's degree
