Citi IPB IFC Banking Service Assistant in Tampa, Florida

  • Primary Location: United States,Florida,Tampa

  • Education: Bachelor's Degree

  • Job Function: Sales

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 18060559


About Citi

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

Citi’s Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.

About the Business

International Personal Bank U.S. (IPB U.S.) is a segment of Citi’s U.S. Retail Bank that provides U.S.-based wealth management services to clients around the world. IPB U.S. offers its clients access to brokerage products and services as well as traditional banking products and services through three legal vehicles and offices located in the U.S. and several Latin American countries.

About the Position

IPB U.S. is currently seeking candidates for the position of Sky Services Assistant. The Service Assistant role is designed to perform service functions supporting the segment-specific client base within the Sky Services Sales Organization. This position focuses on, but is not limited to: fulfilling customer requests to modify existing account structure needs, and provide support to clients with inquiries regarding the process. Additional service functions may include AML, fraud, and compliance-related customer inquiries and documentation.

Primary Responsibilities:

  • Support service needs for the IPB and GEB business within Sky Services, use appropriate resources and channels.

  • Review applications and account opening/structure documentation to ensure accuracy and all KYC requirements are met. Follow up and walk clients through the process of adding signers, beneficiaries, POA, deceased accounts, credit cards and new products until completion.

  • Work with different areas (operations, customer service and sales support) to execute effective solutions.

  • Drive client satisfaction by managing customer expectations and using appropriate resources and channels to present effective solutions to client’s needs.

  • Adhere to strict regulatory and compliance/AML guidelines, policies, regulations and requirements.

  • Support key initiatives/projects and incorporate into the sales process


  • Previous customer service related functions, requiring direct customer contact demonstrating strong listening, documentation, and communication skills.

  • Excellent knowledge of IPB/GEB procedures and

  • systems. Prior experience accessing customer profiles, and databases.

  • Bilingual English/Spanish; excellent oral and written communication in both languages (Portuguese highly desirable)

  • Bachelor’s Degree or equivalent experience.

  • 2-3 years of experience in Sales and/or Customer Service with emphasis in banking or banking-related products preferred.

  • Telephone service skills.

  • Positive attitude and winning spirit.

  • Excellent people skills and ability to work in a team.

  • Self-starter, self-driven with highly developed organizational and time-management skills.

  • Able to perform multiple functions with high-degree of accuracy, requiring minimal supervision.

  • Must be flexible and adaptable to change.

  • Microsoft Office (Excel, Word, PowerPoint, Outlook)

Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.