The Gross sales Help Consultant SAFE Act is an entry stage place liable for taking part in a spread of gross sales help actions together with evaluation of gross sales outcomes, alternatives and the creation of proposals in coordination with the Client Gross sales staff. The general goal of this position is to help in offering a full vary of help companies to gross sales individuals and shopper segments.
- Reply, route, or deal with inbound sale leads effectively and with a excessive stage of shopper satisfaction
- Consider and choose applicable resolution to finish a activity reminiscent of follow-up calls to purchasers, regulatory disclosure help, and channel reporting wants
- Make the most of expertise and evaluative judgement to make choices inside outlined choices or commonplace protocols
- Help gross sales companions in fulfilling gross sales necessities
- Appropriately assess danger when enterprise choices are made, demonstrating specific consideration for the agency’s status and safeguarding Citigroup, its purchasers and belongings, by driving compliance with relevant legal guidelines, guidelines and laws, adhering to Coverage, making use of sound moral judgment concerning private habits, conduct and enterprise practices, and escalating, managing and reporting management points with transparency.
- 1 12 months of related expertise
- Gross sales help expertise most popular
- Proficient pc expertise with a concentrate on Microsoft Workplace functions
- Working data of banking enterprise and/or name heart atmosphere
- This place requires the worker to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (“Registry”) and acquire a singular identifier from the Registry earlier than participating in mortgage loan originator actions, to take care of and renew that registration on an annual foundation, to replace registration data with the Registry on a well timed foundation, and to supply that distinctive identifier to customers as required by relevant SAFE Act
- Excessive Faculty diploma or equal
This job description gives a high-level evaluate of the forms of work carried out. Different job-related duties could also be assigned as required.
This place requires the worker to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (“Registry”) and acquire a singular identifier from the Registry earlier than participating in mortgage loan originator actions. As a part of this registration course of, you should be fingerprinted until you may have fingerprints are on file with NMLS Registry which might be lower than 3 years outdated. This place additional requires that you simply keep and renew that registration on an annual foundation, replace registration data with the Registry on a well timed foundation, and supply your distinctive identifier to customers as required by relevant SAFE Act laws and Citi insurance policies and procedures.
Job Household Group:
Client Gross sales
Client Gross sales Help
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