The Licensed Service Specialist 4 performs moderately complex and varied assignments. Most of the impact is related to quality of execution. Works with limited supervision. May service an expansive array of products/services. Demonstrates technical/administrative expertise. Applies specialized functional area skills and basic knowledge including underlying professional/technical principles or standards. The technical procedures for this level are well defined. Understands how duties relate with others in the team/unit and how the unit integrates with others in accomplishing the work of the function. Exchanges moderately complex information with others. There may be occasional handling of awkward contacts. Basic knowledge of the organization and its policies required. Applies research, information gathering and analysis skills to factual information. Applies judgment based on practice and precedence. Selects the best course of action from a broad array of defined options, understanding the consequences of each.
Responsibilities:Responds to inbound customer service inquiries and assists both internal and external clients with Banking, credit, and brokerage requests/concerns.Responds to customer inquiries and effectively uses servicing skills for high tier clients with Banking, credit, and brokerage (Limited) needs.Develops a working knowledge of internal policies and procedures, as applicable, to perform job duties and navigate computer systems.Excellent problem solving and decision making skills are used to resolve problems, provide full brokerage account servicing, and assist trading activities.Works with limited supervision while performing job duties.Demonstrates technical/administrative expertise.Applies specialized functional area skills and basic knowledge including underlying professional/technical principles or standards, which are well defined.Understands how duties relate with others in the team/unit and how the unit integrates with others in accomplishing the work of the function.Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications:1-3 years call center or retail customer service experience preferred.Excellent problem solving and mathematical skills to aid in problem resolution and data analysis. Education:High School diploma or equivalent. This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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