Careers At Citi – Personal Banker

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

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