Role at a glance
- Job function
-
Banking, Payments & Insurance Retail & Commercial Banking
- Salary
- Not Disclosed
- Location
- El Fuerte Sinaloa Mexico
- Work arrangement
- On-site
- Employment
- Full-time
- Experience
- 2-4 years’ relevant experience in customer service
- Education
- High School diploma or equivalent
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We’ll check it against the original posting.
Role Summary
The Customer Service Representative supports branch employees and coordinates day-to-day banking activities to promote high-quality customer service and client satisfaction. The role manages branch resources, cash, customer accounts, teller operations, and banking administrative processes while supporting compliance and operational controls.
What You'll Do
- Manage and coordinate branch resources, including financial documents and securities in national and foreign currency
- Assist Tellers with day-to-day banking activities and ensure processes are completed accurately and efficiently
- Control and manage cash, valuated forms, and means of access
- Reconcile teller transactions against branch accounting
- Assist with the opening and management of customer accounts
- Assist with window operations and funnel overflow to other channels
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
2-4 years’ relevant experience in customer service; knowledge of regulations and operational processes of branch; Microsoft Office experience; banking accounting or basic accounting experience
Required
- 2-4 years’ relevant experience in customer service
- Knowledge of: regulations and operational processes of branch
- Microsoft Office experience
- Banking accounting or basic accounting experience
Original job description
Content provided by the employer
Original job description
Content provided by the employer
The Customer Service Representative is an entry-level position responsible for providing assistance to branch employees, enabling a positive customer service experience and executing day-to-day banking activities in coordination with the Customer Service function. The overall objective is to promote high quality customer service to Citi clients and to achieve client satisfaction by delivering optimal solutions.
Responsibilities:
- Manage and coordinate branch resources, such as financial documents and securities in national and foreign currency
- Assist Tellers with day-to-day banking activities to ensure processes are completed in an accurate and efficient manner
- Control and manage cash, valuated forms, and means of access
- Supervise and ensure that proper banking protocols are completed
- Reconcile teller transactions against branch accounting
- Perform banking administrative tasks and follow-ups, as needed for the branch
- Assist with the opening and management of customer accounts
- Assist with window operations and funnel overflow to other channels
- 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:
- 2-4 years’ relevant experience in customer service
- Knowledge of: regulations and operational processes of branch
- Microsoft Office experience
- Banking accounting or basic accounting experience
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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Job Family Group:
Customer Service------------------------------------------------------
Job Family:
Branch Service------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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View Citi’s EEO Policy Statement and the Know Your Rights poster.
About the company
Citi
Large Enterprise
Citi is a global financial services corporation that offers a wide range of financial products and services, including consumer banking, credit, investment banking, and wealth management. With a presence in nearly 100 countries, Citi serves millions of customers, from individuals and small businesses to large corporations and governments. The company is dedicated to innovation and sustainability, actively working to support economic growth while addressing environmental and social challenges. Citi’s commitment to providing exceptional service and fostering diverse talent makes it a prominent choice for students aspiring to build a career in finance and banking.