Personal Banker

We’ve built a world famous, trusted brand over 200 years of continuously evolving financial services. And today, our influence continues to grow: with financial operations in 160 countries and 100 currencies. We have 200 million different clients, including some of the biggest names in the industries, sectors, businesses and governments that we serve every day. It all adds up to an exciting place to be for talented, ambitious people who want to build a truly remarkable career.

Strategic Intent

  • The Personal Banker role is phone based and works as part of a team focused on deepening customer relationships and increase overall product holdings to grow the Citi Gold and Citi Select client base
  • Onboard new clients and drive investment, mortgage and insurance referrals via various channels such as inbound calls, online enquiries, marketing initiatives and seminars
  • Refer potential Citigold and Citi Select clients to grow our wealth management business
  • This is an entry level role leading you to build a career in Wealth management

Key Accountabilities

  • Acquire and refer potential Citi Priority, Gold and Select clients
  • Identify cross-selling opportunities for investments, mortgages and insurance and refer leads to the appropriate channels for follow up
  • Engage the support of specialists to provide technical advice to customers when necessary
  • Take full ownership of customer requests and proactively follow up agreed actions with stakeholders
  • Take responsibility for resolving issues with customer portfolios ensuring complete satisfaction of problem resolution
  • Keep up to date with new banking products and services; their features, benefits and how these can be best offered to the Citi Priority portfolio and potential Citigold and Select clients
  • Keep up to date with financial markets and Citibank investment structures
  • Meet and exceed assigned activity and sales targets
  • Actively utilise existing marketing campaigns and activities and where appropriate maintain a database of prospects for call-backs and updates on time specific offers
  • Comply with established bank and external policies and procedures to ensure the confidentiality and security of bank and client assets and information
  • Maintain a high standard of accurate and error free work to avoid compliance breaches, including reduction and minimizing critical errors and write offs
  • Maintain a high standard of ethical conduct at all times
  • Action day-to-day operational and administrative tasks as assigned
  • Contribute to Retail Distribution operational efficiencies to enable Retail Distribution to achieve plan



Experience and Education Requirements:

  • Degree in business or finance related subject is required
  • Diploma of Financial Planning is highly desirable or
  • Passion for financial markets
  • Interest in pursuing a career in wealth management
  • Phone Sales experience is preferable
  • Passionate and hungry individuals who strive in competitive environment

When you work at Citi, you’ll be working for an organisation that truly has a global footprint and a powerful network that spans the globe. We celebrate individual ingenuity and leverage the diversity of our people in order to drive high performance. Through dedicated support, training and resources, we promote our talent and future leaders to bring about lasting and positive impact. Citi continues to be an Employer of Choice for Women and supports a flexible work environment.

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