• Competitive
  • Sydney, New South Wales, Australia
  • Permanent, Full time
  • Citi Australia
  • 2018-09-19

Personal Banker

Personal Banker

  • Primary Location: Australia,New South Wales,Sydney
  • Education: Associate's Degree/College Diploma
  • Job Function: Private Client Coverage
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 18044598


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 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 enquiries including term deposits
  • Onboard new clients and drive investment and mortgage referrals via various channels such as inbound and outbound calls, online enquiries and marketing initiatives
  • This is an entry level role that potentially leads to a Relationship Manager role and a career in Wealth Management
Key Accountabilities
  • Acquire and refer potential Citi Gold and Select Wholesale clients through term deposit enquiries
  • Identify opportunities for investment and mortgage referrals
  • 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 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
  • 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


To be successful in this role you will have the following skills and experience:
  • Degree in business or finance related subject is required
  • Diploma of Financial Planning is highly desirable but not required
  • Previous work experience in banking is highly desirable but not required
  • 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
  • Mandarin speaking is highly desirable but not required
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.

Personal information (as defined in the Privacy Act 1988) will be handled in accordance with our Privacy Policy. Please see www.citi.com.au/privacy
Sydney, New South Wales, Australia Sydney New South Wales AU