Vice President, Global Industry – CPG
Rockwell Automation
Cloud
Registered Wealth Resource Officer, Assistant Vice President
Citi
full-time
Posted on:
Location Type: Hybrid
Location: San Antonio • Florida, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $70,720 - $106,080 per year
Job Level
Lead
About the role
- Addresses procedural / process related questions and concerns from associates and assists with problem resolution.
- Provides point of call resolution, a research/escalation resource, and partners with process specialists to research and resolve client requests.
- Supports an expansive and/or diverse array of products/services (Investment, Banking, Mortgage).
- Liaises with strategic partners, managers, and department to resolve client requests promptly and achieve excellent internal and external customer service.
- Documents, tracks, and monitors items escalated to them to ensure a timely resolution.
- Monitors and manages standard call center metrics for abandonment rate, service level, staffing requirements, capacity planning, etc.
Requirements
- 5-8 years of relevant experience
- Strong business acumen with an in-depth understanding and alignment to the internal operating model
- Consistent top-tier performer
- Ability to handle and expedite multiple tasks in a dynamic, fast paced service environment
- Exceptional critical thinking / problem solving skills
- Superior client service proficiency including excellent verbal, written, and listening skills
- Customer focused, detail-oriented individual with ability to maintain a positive attitude
- Understanding of multiple products across business lines (Banking, Cards, Mortgage)
- Required: US FINRA Registration: SIE, Series 7, Series 63 (or Series 66), Series 9, and Series 10. Must meet ALL US FINRA Registration requirement within 150 days of hire date.
- Education: Bachelor’s degree/University degree or equivalent experience
Benefits
- medical, dental & vision coverage
- 401(k)
- life, accident, and disability insurance
- wellness programs
- paid time off packages (vacation, sick leave, paid holidays)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
problem resolutioncall center metricscapacity planningclient requests managementprocess documentationservice level monitoring
Soft skills
critical thinkingproblem solvingclient service proficiencyverbal communicationwritten communicationlistening skillsdetail-orientedpositive attitudeability to multitaskbusiness acumen
Certifications
US FINRA RegistrationSIESeries 7Series 63Series 66Series 9Series 10
