Consumer Sales Support Analyst (Officer)

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Job Overview

The Sales Support Analyst is an entry level position responsible for participating in a range of sales support activities including analysis of sales outcomes, opportunities and the creation of proposals in coordination with the Consumer Sales team. The overall objective of this role is to assist in providing a full range of support services to sales people and client segments.

Responsibilities:

• Provide sales and service assistance to Relationship Managers in serving consolidated banking customers
• Enure that all service queries are resolved timely
• Resolve sales problems by identifying and selecting solutions from acquired technical experience and precedent
• Deliver quality service to customers and refer potential customers to Relationship Managers
• Assist in meeting overall branch sales and service goals
• 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:

• Relevant experience preferred
• Customer service experience preferred
• Working knowledge of related industry practices and standards
• Consistently demonstrates clear and concise written and verbal communication

Education:

• Bachelor’s degree/University degree or equivalent experience

The Sales Support Analyst will be part of the Client Servicing Centralized Support, providing a range of sales or service-related support to the business in meeting overall branch sales and service goals. The role requires a good knowledge of the range of processes and procedures 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 information. Resolve problems by identifying and selecting solutions through acquired experience and be guided by precedents. Ability 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.

Responsibilities :

• Operate as an independent unit providing credit administrative work, client contact as well as transaction processing
• Process online transaction and administering controls to ensure timeliness of execution, accuracy of entries and adequacy of approvals are in place
• Take ownership of client instructions and collaborate with operational and middle office teams, and ensure transactions are completed within audit and compliance standards
• Manage credit risk function such as monitoring of credit facility renewal and follow-up for prompt resolution for delinquent loans. To escalate credit concerns to relevant seniors where appropriate
• May be assigned to assist with performing call confirmation (including Zoom) with clients on their instructions (exclude Investments related)
• Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction
• Participate in service-related process improvements, strengthening risk controls and synchronize operational efforts to deliver reliable support to stakeholders to achieve customer satisfaction in account servicing
• Operate as a focused-unit or liaison to handle queries and controls
• Conduct post-transaction review on customers’ accounts
• Conduct review of surveillance reports
• Appropriately assess risk when business decisions are made, demonstrating 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
• Participate and assist in ad hoc assignments/projects for the business
• Other job-related duties may be assigned as required

Skills and Competencies :

• Working knowledge of related industry practices and standards
• Possess essential knowledge of the range of processes and procedures to carry out assigned tasks and a basic understanding of the underlying concepts
• Strong analytical ability required to review customer information in accordance with policies
• Client facing experience; strong background of client servicing and telecommunication skills
• Ability to multi-task and prioritize effectively to fulfill the needs of banker teams and clients
• Demonstrate great attention to details and ability to problem-solve
• Matured personality with a high level of initiative and drive
• Possess strong interpersonal skill and positive attitude with the ability to work well as part of a team and autonomously
• Strong verbal and written communication skills. Proficiency in other languages such as Mandarin or Japanese will be an added advantage

Education :

• Bachelor’s degree/University degree or equivalent experience
• Fresh Graduate or Diploma Holder with related experience may be considered

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Job Family Group:

Consumer Sales

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Job Family:

Consumer Sales Support

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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