Receive service requests for mutual funds, brokerage, college savings plan or discretionary products from current members through various channels, including inbound phone calls, emails, and faxes. Ensure accurate fulfillment of the member's request through the appropriate channel. Apply advanced relationship building and referral skills by seeking opportunities to build, deepen, and retain the member relationship through multi-company products or services. Ask questions to discover key information and life events and understand need or problem. Encourage member to take action to address needs and opportunities. Support enterprise business goals through the achievement of individual referral and product acquisition goals.

Efficiently manage inbound call inquiries from CPWM clients. Provide both basic and complex servicing to CPWM clients via telephone, mail, fax, and email. Discuss stock market activity with clients. Place equity, mutual fund, option and bond trades. Took clients thru onboarding process which involved opening accounts, processing incoming/outgoing account transfers, and providing advice on investments. Ensured Enhanced Due Diligence regarding Anti-Money Laundering and OFAC was completed. Manage client follow-up. Adhere to all Regulatory and Compliance operating procedures. Acquired the Series 65 License.

Hold the NASD Series 7/63 securities licenses. Answer high-net worth clients questions about equities, options, bonds and mutual funds, able to take and execute brokerage-trading requests. Knowledgeable about banking products and able to execute financial transactions. Responsible for maintaining a higher level of accuracy accountability and compliance in effecting these types of transactions due to servicing of Citigold and Private Bank accounts. Acquainted with secured and unsecured credit products. Proficient with the following systems: CitiPhone Workstation, Citismart, OLOD, Online Wires, Nextgen, Reuters, MS Office Suite, and miscellaneous tracking databases, have basic navigational knowledge of Citibank Online, crosstrained to provide leveraged support to other areas such as CitiPhone.

Resolve customer problems and respond to inquiries quickly and effectively. Establish successful opening and deepening of relationships. Support clients navigating through Citibank Online. Write and send responses to Lotus Notes messages sent from clients. Be highly alert to crosssell opportunities identified by assessing customer needs and referring to appropriate specialist.

Respond to incoming calls requesting information about directory assistance, movie show times, restaurant reviews, traffic, weather, stock quotes and other information.

Write/Refinance collateral/payday loans. Audit new inventory daily. Sales of general merchandise. Approve subordinate associates’ sales and lending activities. Balance cash drawers for daily bank deposits.