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Intermediate Associate Telesales Representative at Citi - ApplyBlast

Intermediate Associate Telesales Representative

Citi

14 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 through inbound and outbound communications. This role focuses on delivering exceptional service, resolving client inquiries, and ensuring strict adherence to KYC, AML, and FINRA compliance procedures. The position also involves identifying prospective clients, deepening relationships, and referring clients to Financial Advisors as needed.

Responsibilities

Service and support internal and external clients through inbound and outbound phone calls
Adhere to KYC and AML procedures while prudently managing risk for banking and investment clients
Handle client inquiries, resolve issues end-to-end, and execute unsolicited securities trades

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.