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Client Specialist (English/Portuguese) - Hybrid

Job Req ID 22575038 Location(s) Tampa, Florida; Fort Lauderdale, Florida Job Category Consumer Sales
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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.


  • 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


  • 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.


  • Bachelor's Degree/University degree or equivalent experience


Job Family Group:

Consumer Sales


Job Family:



Time Type:


Primary Location:

Tampa Florida United States


Primary Location Salary Range:

$48,180.00 - $66,150.00


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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