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Intermediate Associate Telesales Representative at Citi - ApplyBlast

Intermediate Associate Telesales Representative

Citi

15 days ago

3.6 on Glassdoor

Jacksonville, Florida, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Intermediate Associate Telesales Representative provides client service and sales support for Citi's Investment and Banking clients, primarily through inbound and outbound phone calls. The role involves servicing client inquiries, ensuring compliance with KYC and AML procedures, and managing client relationships to drive business growth. This position requires handling banking and investment operations while maintaining a high standard of customer service and risk management.

Responsibilities

Service and support internal and external clients through phone and email
Handle banking and investment operations including placing securities trades
Ensure strict adherence to KYC, AML, and FINRA compliance procedures

Skills

Qualifications

FINRA Series 7FINRA Series 63FINRA Series 66FINRA Series 65

About Citi

citi.com

Company Size

1-10 employees

Founded

2025

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Citibank offers multiple banking services that help you find the right credit cards, open a bank account for checking, & savings, or apply for mortgage & personal loans.