Bi-Lingual Client Service Officer Assistant Vice President

About the role

The Bi-Lingual Client Service Officer is a strategic professional who provides in-depth knowledge of banking, lending, and investments products to deliver high-touch and value-added service to clients. This role requires significant impact on the area through complex deliverables and a significant contribution to client satisfaction and relationship building.

Responsibilities

• Serve as the primary client contact post onboarding to ensure requests are acknowledged and completed timely and effectively.
• Partner with Sales Teams to drive servicing and engagement with clients to meet and exceed their needs.
• Manage and execute high-value client transactions with respect to business and individual banking, credit, and investment products.
• Evaluate and authenticate each instruction to ensure validity before processing to mitigate risks of fraud.
• Engage with clients when fraud is identified on accounts, complete evaluation of activity, and take immediate steps to secure account.
• Coordinate account maintenance for all products including address changes, telephone number updates, and account status changes.
• Conduct client outreach when appropriate regarding important notifications.
• Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.
• Contribute to the implementation of process improvements to improve client experience and/or operating model.
• Escalate customer feedback, processing delays, and errors appropriately.

Requirements

• Bilingual - English / Spanish written and verbal communication skills is required; Portuguese is preferred.
• 5 to 8 years of relevant experience.
• Ability to multi-task with strong organizational and time management skills.
• Strong interpersonal skills with the ability to interact with peers, colleagues, and partners at all levels.
• Strong problem-solving skills, with the ability to analyze data.
• Attention to detail.
• Client-facing experience with focus on operational delivery.
• Knowledge of banking, investments, and credit products.

Qualifications

• Bachelor's/University degree or equivalent experience.

Skills

• Appropriate assessment of risk when making business decisions.
• Drive compliance with applicable laws, rules, and regulations.
• Adhere to policy and apply sound ethical judgment regarding personal behavior, conduct, and business practices.
• Escalate, manage, and report control issues with transparency.

Benefits

Available offerings may vary by jurisdiction, job level, and date of hire. These may include medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Pay

$87,360.00 - $131,040.00 In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards.

Schedule

Full time

Location

Office setting, minimal travel required.

Job Family Group

Private Client Coverage

Job Family

Client Services

Primary Location

Houston, Texas, United States

Anticipated Posting Close Date

Jul 22, 2026