Saturday , September 23 2023

Careers At Citi – Personal Banker

Website Citigroup

Job Description:

The Personal Banker role is phone based and works as part of a team focused on growing our wealth management and mortgage businesses. The successful candidate will manage a portfolio of Citigold clients by being their main point of contact, as well as on-boarding new clients and driving referrals via various channels, including phone calls, online enquiries and marketing initiatives.

Job Responsibilities

  • Gain an understanding of the mortgage process and internal credit policies in order to best assist clients with the process from application to settlement
  • Keep up to date with financial markets and new banking products and services, including their features, benefits and how these can be best offered to existing and potential clients
  • Take full ownership of customer requests and proactively follow up agreed actions with stakeholders
  • 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
  • Self-motivated individual with ability to achieve personal goals
  • Strong Communication skills with ability to explain Citi Value proposition

Job Details:

Company: Citigroup

Vacancy Type:  Full Time

Job Location: London, England

Application Deadline: N/A

Apply Here