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Service Relationship Associate

4-5 years
Not Specified

Job Description

Job Description :
The Service Relationship Associate will provide excellent relationship management and account servicing support to Relationship Managers so that as a team, there is greater productivity in acquiring, deepening and broadening existing and potential relationships.
The Service Relationship Associate is an entry-level position responsible for executing day to day customer service activities, while ensuring adherence to Citi's policies and guidelines, in coordination with the Customer Service function. The overall objective is to resolve client inquiries and issues and to provide on-going customer support.

  • Ensure consistently strong and proactive support is given to Relationship Managers through timely and error-free execution of trades and all other aspects of service and customer relationship management.
  • Identify opportunities for streamlining/straight-through/centralized processing so as to significantly improve our operating efficiency, reduce cycle time and costs.
  • To ensure all work processes are executed in compliance with Bank's policies and procedures, timely and error-free, delivering consistency in client experience, in tandem with business & financial objective, and as per regulatory requirement
  • Ensure all aspects of the department's administrative functions are carried out effectively and completely in accordance to approved operating procedures of the Business.
  • Complete/follow-up documentation for client's transaction/investment needs or due diligence purpose.
  • Resolve customer queries received through various channels (Email/Phone/Face to face interaction etc.)
  • Follow the engagement model prescribed by the bank for periodic interaction with the customers (includes client on boarding, relationship management etc.).
  • Follow the bank's processes for verification of documents, retention of documents, processing of instructions, servicing of clients and resolution of complaints/queries.
  • Drive service initiatives by assisting clients and relationship managers towards delivering seamless service fulfilment.
  • Drive Bank's digitization strategy by actively preparing clients to be digitally equipped
  • Ensure to follow laid down processes and controls of the bank and regulators.
  • Foster team work and work toward optimization of team contribution.
  • Imaging / Routing to relevant operations for transaction execution
  • Be a backup for Branch / FC Service staff whenever necessary

  • 4-5 years banking experience ideally in client-servicing
  • Previous relevant experience preferred
  • Effective verbal and written communication
  • Influencing and relationship management skills
  • Proven ability to creatively solve problems
  • Candidate should hold a Diploma.

  • Bachelor's/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group: Customer Service
Job Family:Service
Time Type:
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ('Citi') invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review .
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