Registered Wealth Investment Services Associate
Citi(1 month ago)
About this role
The Intermediate Associate Telesales Representative is a client service and sales support role responsible for servicing and supporting internal and external banking and investment clients primarily via inbound and outbound phone calls. The role emphasizes adherence to KYC and AML procedures, delivering high-quality client service, and prudently managing risk for Citi’s Investment and Banking clients.
Required Skills
- Client Service
- Telesales
- KYC
- AML
- Communication
- Relationship Building
- Salesforce
- Risk Management
- Compliance
- Banking Operations
+2 more
Qualifications
- Bachelor's Degree
- Master's Degree (Preferred)
- FINRA Series 7
- FINRA Series 63
- FINRA Series 66 (Preferred)
- FINRA Series 65 (Preferred)
About Citi
citi.comCitibank 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.
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