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
