Job Description

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 Citigroups 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

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Job Family Group:

Consumer Sales

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Job Family:

Telesales

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Time Type:

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