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GCG - Mortgage Client Care Officer

Job Req ID 22580478 Location(s) Singapore, Singapore Job Category Consumer Sales
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Retention Intermediate Analyst is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.

Responsibilities:
Develop and implement sales plans to achieve all monthly and annual new asset referral targets

  • Interact with managers and directors to ensure ongoing communication regarding existing and future client needs
  • Develop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activities including legal, corporate, and regulatory
  • Ensure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets
  • Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddles
  • Resolve client complaints and issues promptly and efficiently
  • 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:

  • 2-5 years of relevant experience
  • Previous sales experience preferred
  • Ability to communicate with all levels of management
  • Extensive knowledge of financial and securities industry regulations
  • Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
  • Effective problem-solving and decision-making skills
  • Consistently demonstrates clear and concise written and verbal communication

Education:

  • Bachelor’s degree/University degree or equivalent experience

As we grow our mortgage portfolio, we are looking for candidates who are driven and able to adapt in a challenging, sales focused environment.  As a mortgage client care officer, you will be servicing our clients both via inbound and outbound calls.  You will be required to handle service enquiries and meet KPIs for retention of existing mortgage loans.  The role is pivotal to preserve our existing portfolio and provide excellent client service to enhance the mortgage journey.

Key Responsibilities:

  • Advise home loan customers on existing loan packages with tight follow up
  • Handle inbound and outbound calls for mortgage queries
  • Meet set targets for repricing
  • Proactive calling
  • Compliant with regulatory and Citi internal guidelines

Qualifications

  • Minimum tertiary levels
  • Preferably knowledgeable in mortgage product
  • Effective phone skills and ability to handle demanding clients
  • Self-driven, independent and motivated individual who possess initiative
  • Excellent interpersonal, communication and service skills

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group:

Consumer Sales

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Job Family:

Consumer Product Sales

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Time Type:

Full time

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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.

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