Bilingual Customer Service Sr Analyst, Citi

Citi

Location:
United States, Miami

Category:
Customer Service

Contract Type:
Employment contract

Salary:

72880.00 - 109320.00 USD / Year

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Job Description:

A Bilingual (Spanish and English) Service Officer provides service support to the Citi Private Latin America businesses. Their focus is to ensure that effective client service is provided to our ultra high net worth clientele. They utilize the client relationships they build to recognize business growth opportunities. The Service Officer strives to continuously improve all of its end-to-end processes, procedures and operational platforms to consistently exceed our client’s needs and expectations.

Job Responsibility:

Deliver wealth management services to CPB Latam clients with guidance from the Banker teams
Manage and execute client transactions with respect to business and individual banking, credit and investment products
Ensure transactions are completed within audit and compliance standards as well as timely execution
Be attentive and diligent in daily work habits to recognize fraudulent transactions
Take ownership of client investigations and collaborate with operational and middle office teams to ensure effective resolution
Coordinate account maintenance for all products and reporting
Enforce banking policies and procedures to ensure operational integrity
Proactively assist in preparation of PB client trips, arrange and participate in client visits
Obtain banker/client appointments to build upon existing or establish new relationships
Identify and document new business opportunities for referral to banker or product specialist
Utilize internal systems to properly support CPB clients and perform responsibilities
Open and link accounts on One Source
Assist Banker to obtain approval on account openings
Independently review all docs and link all client accounts to the appropriate relationship
Proactively follow up with clients on post-sale and address concerns
Proactively look to uncover business opportunities, client’s unique needs and requirements, and discuss them with the Private Banker
Participate in service related process improvements.

Requirements:

Bilingual - English / Spanish required
Strong verbal and written communication skills
Knowledge of banking, fiduciary, credit and investments required
Excellent client facing service experience and problem resolution skills required
Strong background and interest in the fields of operations and compliance
previous sales referral experience preferred
Interpersonal and team building skills
Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing
High level of integrity and commitment to maintaining confidentiality with respect to the franchise and the client
Proactively communicate client financial activity, large funds movements and other relevant client matters as appropriate
Demonstrate initiative without compromising compliance or confidentiality
Detail oriented and ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients
Must be able to quickly manage multiple transactions/tasks
Ability to problem solve and analyze data with demonstration of attention to detail
Proficiency and aptitude in utilizing systems, MS Office/Windows, web based and other desktop applications
Strong PC skills are needed to effectively manage daily activities (transaction execution, inquiries and investigations) with various systems
Seeks process improvements and generates new ideas to streamline processes/transactions.

Nice to have:

Strong background and interest in the fields of operations and compliance
previous sales referral experience preferred
Seeks process improvements and generates new ideas to streamline processes/transactions.

What we offer:

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including vacation, sick leave, and paid holidays.

Additional Information:

Job Posted:
August 30, 2025

Expiration:
September 05, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Bilingual Customer Service Sr Analyst