Senior Client Service Representative

1 day ago


Taguig, National Capital Region, Philippines Gratitude Philippines Full time

Job Overview

The Gratitude Philippines Customer Solutions Officer is a vital role that ensures world-class service excellence to Citi global clients by offering a remarkable phone and digital banking experience. This position requires exceptional customer service skills, the ability to handle various client inquiries efficiently, and a deep understanding of securities, insurance, and mortgage lending laws and regulations.

About the Role

This role involves handling customer service-related concerns of Citi clients, including general service inquiries, billing and disputes, credit, collections, retentions, mortgage, fraud, telesales, rewards inquiries, and fulfillment. The successful candidate will be responsible for ensuring that customer inbound and outbound telephone inquiries are answered in an efficient and timely manner while maintaining compliance with departmental standards.

Main Responsibilities

  • Customer Inquiries: Handle customer service-related concerns of Citi clients efficiently, addressing their needs promptly and professionally.
  • Compliance and Risk Management: Maintain awareness of industry regulations in the US and Canada, ensuring compliance with applicable laws, rules, and regulations.
  • Knowledge Sharing: Share knowledge of securities, insurance, and mortgage lending laws and regulations as they apply to sales practice issues affecting the sales force.
  • Communication and Relationship Building: Develop strong relationships with internal stakeholders, including sales teams, and external partners.

Requirements

  • Qualifications: Previous relevant experience preferred; Series 6 and 26 License required.
  • Education: Bachelor's/University degree or equivalent experience.

What We Offer

We offer a dynamic work environment, opportunities for growth and development, and a competitive compensation package.



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