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Telesales Analyst

Job Req ID 24730639 Location(s) City of Taguig, Philippines Job Type On-Site/Resident Job Category Customer Service
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The Telesales Analyst in CBPS is a trainee professional role. The overall objective of the role is to offer Citi products and services to meet  financial needs of offshore clients. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Makes evaluative judgements based on the analysis of factual information. They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own job.


  • Manage sales and deliver performance via telecommunications with customers
  • Contact customers with needs via call and provide the best financial solution
  • Introduce competitive products and financial services to enhance customer's engagement with the bank
  • Provide consultations and sell products so as to meet customer's financial needs
  • Seek client acquisition in collaboration with Internet and mobile channels to expand new customer base
  • Provide excellent customer service to maintain customer relationship and improve customer satisfaction
  • Provide differentiated customer services and enhance market position
  • Conduct inbound or outbound non-face-to-face consultation services and sales activities regarding loan products
  • Achieve monthly goals by providing consultation on automatic/general extension to customers via non-face-to-face interactions
  • Improve productivity via cross-selling and referral of loan products and maintain/manage customers via anti-attrition program
  • Maintain/manage secured loan(mortgage etc.) customers via retention activities
  • 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.


  • Knowledge on the bank's products
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Conveys ideas effectively in oral Tele-sales skill and persuasive/effective pitch skill Customer service-oriented mindset
  • Proficient in Microsoft Office with an emphasis on MS Excel
  • Tele-sales manner
  • Preventive efforts to manage customer complaints
  • Proactive attitude


  • Bachelor’s/University degree or equivalent experience


Job Family Group:

Customer Service


Job Family:



Time Type:

Full time


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

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