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Citigold Wealth Management Servicing Team

Citi

Citi

Citigold Wealth Management Servicing Team

National
Full Time
Paid
  • Responsibilities

    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 Spanish (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

    JOB FAMILY GROUP:

    Consumer Sales

    JOB FAMILY:

    Telesales

    TIME TYPE:

    Full time

    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.

    Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

  • Industry
    Financial Services
  • About Us

    Citi enables growth and progress for individuals, communities, institutions and governments around the world and has been doing so for more than 200 years. They recognize that their ability to best serve their clients and customers comes from the diverse and engaged employee base and they work tirelessly to deliver opportunities for growth and development to the most talented people. This is a place where the best come to get better.