Client Specialist (English/Portuguese) - Hybrid

The International Financial Center Telesales Specialist role is an entry level position responsible for supporting sales, service and Know-Your-Customer activities for a book of clients holding banking products within International Personal Bank (IPB) US. IPB US is part of Citigroup’s Global Consumer Bank.

Responsibilities:

• Clearly articulate IPB US Value Proposition (products and services).
• Effectively and timely attend to client service requests received via telephone or email.
• Channel client service requests to appropriate service team(s).
• Meet or exceed revenue goals by increasing and retaining deposits and by cross selling additional banking products such as Certificates of Deposits, Savings Accounts, and Loans.
• React to client needs for investment products by referring such clients to licensed investment representatives.
• Reach out to prospective clients to sell IPB US services
• Heavy emphasis in completing scheduled periodic reviews of clients profiles, updating source of wealth, source of funds,and information related to the intended use of their accounts
• Complete unscheduled client reviews such as account activity and balance fluctuation inquiries.
• Complete client contact campaigns as defined by Sales Management
• Support ad-hoc initiatives/projects as required by Sales Management

Qualifications:

• 2-4 years experience as a Personal Banker preferred.
• Previous sales/ branch experience, as required by the business
• Bilingual: English (excellent) and Portuguese (advanced conversational and written)
• Basic understanding of Know-Your-Customer and AML concepts applicable to the Financial Services industry preferred.

Education:

• Bachelor's Degree/University degree or equivalent experience

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