Telesales & Client Services Associate

Citigroup Inc; San Antonio (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

Citigroup Inc. is seeking a Telesales Specialist to provide client service and sales support for banking and investment clients. The role focuses on inbound/outbound calls, resolving inquiries, and maintaining KYC/AML compliance while delivering best-in-class service.

Responsibilities include articulating value propositions, handling requests, and using Salesforce for tracking. The position emphasizes risk management, teamwork, and ongoing training to support Citi’s compliance and customer

Qualifications

• Bachelor's degree or equivalent experience.
• 0-2 years in client service and/or sales in financial services.
• Strong knowledge of KYC/AML concepts preferred.
• Excellent verbal and written communication; professional demeanor.

Responsibilities

• Articulate the business value proposition of Citi's products and services.
• Attend to client service requests via telephone or email in a timely manner.
• Ensure KYC/AML and FINRA policy compliance; mitigate risk.
• Utilize Salesforce regularly to communicate issues and opportunities.
• Support ad-hoc initiatives and complete required trainings promptly.
• Assess risk in business decisions and maintain Citi's reputation and assets.

Skills

Verbal communication

Written communication

People skills

Salesforce

Microsoft Office

Education

Bachelor's Degree

Tools

Salesforce

Job description

Citigroup Inc. is seeking a Telesales Specialist to provide client service and sales support for banking and investment clients. The role focuses on inbound/outbound calls, resolving inquiries, and maintaining KYC/AML compliance while delivering best-in-class service.

Responsibilities include articulating value propositions, handling requests, and using Salesforce for tracking. The position emphasizes risk management, teamwork, and ongoing training to support Citi’s compliance and customer