Customer Solutions Officer

3 weeks ago


Taguig, National Capital Region, Philippines Gratitude Philippines Full time

Responsibilities:Assist with the administration of compliance procedures and control systems for the business review department, including monitoring, researching and responding to compliance related inquiries across all product linesEnsure accuracy of research and compliance advice provided to members of sales force teamDevelop information regarding required changes in reports and proceduresAssist with the preparation of written and verbal reports for senior management on compliance program status, issues, trends and concernsSupport sales force and management by implementing recommendations concerning changes, improvements and enhancementsApply knowledge of how the team interacts with others in order to accomplish Customer Service goalsFulfilling 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:Previous relevant experience preferredSeries 6 and 26 License.Fundamental understanding of industry regulations in the US and Canada, extensive understanding of systems, products and cultureProven knowledge of securities, insurance and mortgage lending laws and regulations as they apply to sales practice issues affecting the sales forceEffective verbal and written communicationInfluencing and relationship management skillsProven ability to creatively solve problemsEducation:Bachelor's/University degree or equivalent experienceThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.CBPS Customer Solutions OfficerProvides world class service excellence to Citi global clients by offering a remarkable phone and digital banking experienceHandles customer service related concerns of Citi clients that may involve general service inquiries, billing and disputes, credit, collections, retentions, mortgage, fraud, telesales, rewards inquiries and fulfillmentEnsures customer inbound and outbound telephone inquiries are answered in an efficient and timely manner, maintaining compliance with departmental standardsIdentifies and fulfills the clients' necessities by providing an exceptional client experience



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