Personal Banker (Retail Banking)

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  • Salary:
    negotiable / month
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  • Posted:
    17 hours ago
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The Personal Banker role is phone based and works as part of a team focused on growing our wealth management business through new and existing clients. Manage a portfolio of Citigold clients by being their main point of contact for all banking inquiries including term deposits and foreign exchange. Whilst also on-boarding new clients and drive investment and mortgage referrals via various channels such as inbound and outbound calls, online inquiries and marketing initiatives.

This is an entry level role that potentially leads to a Relationship Manager role and a career in Wealth Management.


• Acquire and refer potential Citi Gold and Select Wholesale clients through term deposit and investment inquiries

• Identify opportunities for investment and mortgage referrals

• Engage the support of specialists to provide technical expert 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 existing 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 contact existing clients for term deposit maturities for retention as well as identify Wholesale clients

• Comply with established bank and external policies and procedures to ensure the confidentiality and security of bank and client assets and information


• Completed or desire to complete ADFP and/or financial qualifications

• Previous work experience in banking is highly desirable but not required

• Passion for financial markets and Interest in pursuing a career in wealth management

• Previous experience with phone sales and/or customer centric roles highly regarded

• Passionate and hungry individuals who strive in a competitive environment

• Self-motivated individual with ability to achieve personal goals

• Strong Communication skills with ability to explain Citi Value proposition

• Willingness to understand and embrace new initiatives and strategies

• Good negotiation, persuasive and problem resolution skills

When you work at Citi, you will be working for an organisation that truly has a global footprint and a powerful network that spans the globe. We celebrate individual ingenuity and use 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 Australia is an Employer of Choice for Women and supports a flexible work environment.

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Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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