Job summary
Job post source
This job is directly from Citi
Job overview
The AVP, Bilingual Customer Service Sr Analyst at Citi supports ultra high net worth clients in the Private Latin America business by delivering high-quality banking and investment services while identifying business growth opportunities.
Responsibilities and impact
The role involves supporting Private Bankers in client service and problem resolution, processing transactions, ensuring compliance, managing client investigations, coordinating account maintenance, and identifying new business opportunities to enhance client relationships and meet financial goals.
Compensation and benefits
The salary range is $72,880 to $109,320 annually, with additional discretionary and formulaic incentives, comprehensive medical, dental, vision coverage, 401(k), life and disability insurance, wellness programs, and paid time off including vacation, sick leave, and holidays.
Experience and skills
Candidates must be bilingual in English and Spanish, have strong communication skills, knowledge of banking, fiduciary, credit and investments, and 5-7 years of financial services experience; Series 7 & 63 licenses and a bachelor's degree or equivalent experience are required.
Work environment and culture
Citi promotes equal opportunity employment and supports diversity, inclusion, and accessibility, emphasizing confidentiality, integrity, and collaboration within a client-focused environment.
Company information
Citi is a global financial services company offering banking, credit, trust, fiduciary, capital markets, and investment services, with a focus on ultra high net worth clients in the Private Bank Latin America sector.
Team overview
The candidate will work closely with Private Bankers and operational teams to deliver seamless client service and support business growth within the Private Bank Latin America team.
Job location and travel
The position is based in Miami, Florida, United States, with a full-time schedule.
Application process
Applicants should submit their applications before the anticipated closing date of July 24, 2025, following Citi's standard application procedures.
Unique job features
The role uniquely combines bilingual client service with operational and compliance responsibilities in a high-net-worth private banking environment, requiring proficiency in multiple internal Citi platforms and adherence to strict regulatory standards.
Company overview
Citigroup Inc., commonly known as Citi, is a leading global financial services company headquartered in New York City. It provides a broad range of financial products and services, including consumer banking, credit, corporate and investment banking, securities brokerage, and wealth management. Citi makes money primarily through interest income from loans and credit cards, fees from banking services, and trading and investment activities. Founded in 1812, Citi has a rich history marked by significant mergers, including the 1998 merger with Travelers Group, which expanded its financial services footprint.
How to land this job
Tailor your resume to highlight bilingual proficiency in Spanish and English, along with strong client service and problem resolution skills, as these are critical for the AVP, Bilingual Customer Service Sr Analyst role at Citi.
Emphasize your experience with financial services operations, compliance knowledge, and ability to manage complex client transactions while adhering to regulatory standards.
Apply through multiple channels including Citi's official career site and LinkedIn to maximize visibility and access to the position.
Connect with professionals in Citi's Private Banking or Customer Service divisions on LinkedIn; use ice breakers such as commenting on recent Citi Latin America initiatives or expressing interest in how they support ultra high net worth clients.
Optimize your resume for ATS by incorporating keywords like 'client service,' 'compliance,' 'private banking,' 'transaction execution,' and 'wealth management' to ensure it passes automated screenings.
Consider using Jennie Johnson's Power Apply feature to automate tailored applications, identify relevant job portals, and find LinkedIn contacts, allowing you to focus more on networking and interview preparation.
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