Productive & fun enviroment allows individuals to progress
Citibank at Work Business manager (Former Employee) – Int. – 12 September 2016
we start with checking any pending issues, this happens thru email screening, then daily routine of checking on KPIs, the required activities, sales team in place, customer visits, product discussions and pending approvals. Then depends on which part are we in the month, sales and distribution activity might be a more occupying activity. Also depends on which part are we in the year focus might be on budget exercises. I learned a lot on product, budgeting, leadership and a lot of what really matters. Management allows people to excel and even if they are not believing they make sure individuals get a fair chance to demonstrate success. - The hardest was to control the resistance of frequent changes. - The best part was learning and achieving new records
Branch Manager (Former Employee) – Calgary, AB – 26 May 2016
Citi Financial is a great place to learn how to run a business, everything from selling loans and mortgages, to collecting and admin. There is a lot of room for advancement. The most enjoyable part of the job is dealing with the clients and the staff. I learned everything I need to know to go into any business and be comfortable in a team setting and lead a group of people.
• Assisted customer with financing eligibility. • Evaluated and confirmed customer credit limit adjustment. • Updated customer information as per cust
solicitation/ Customer Care (Former Employee) – Montreal City, QC – 5 March 2016
• Assisted customer with financing eligibility. • Evaluated and confirmed customer credit limit adjustment. • Updated customer information as per customer request • Explained financing plan and help customer with their payments • Assisted customers in resolving issues such as customer reimbursement, account delinquency, delay and mis-posted payment, and account consolidation. • Identified and transferred customer's account to either collection or recoveries for further assistance. • Assisted merchants with account update, plan type change. • Escalated issues to manager for further assistance