Citi Service Banker- Collins St (5 Month Contract)- Expression of interest in Melbourne, Australia

  • Primary Location: Australia,Victoria,Melbourne

  • Other Location: Asia Pacific

  • Education: High School Diploma/GED

  • Job Function: Relationship Management

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 17042042


Strategic Intent:

To acquire new customers and cross/up sell the full range of Citi’s franchise products in order to increase revenue for the bank. To deliver optimum customer service with a particular focus on growing multiple product holdings through the proactive handling of branch enquiries, contacting the existing client base, qualification of leads from internal and external campaigns and proactive prospecting calls.

Key Accountabilities:

  • Cross-sell and up-sell the suite of cross franchise products to Citibanking clients through proactive handling of branch enquiries

  • Actively acquire New-To-Bank clients through various channels e.g. referrals

  • Identifying cross-selling opportunities to sell other products or refer opportunities to the appropriate channels e.g. Relationship Managers, Mortgage Specialists and Investment Specialists

  • Providing advice and product information to customers as appropriate, outlining features and benefits of Citi’s retail banking products. Help customers think through their whole banking relationship and understand how products fit together

  • Ensure current and prospective clients have a consistent, superior Citbanking experience through delivery of outstanding service

  • Monitor customers’ sales from start to finish, delivering on promise, taking responsibility for resolving issues with orders or product sales

  • Keep up to date with new banking products and services; their features, benefits and details

  • Meet and exceed assigned referral, activity targets and balance sheet growth targets in line with current scorecard

  • Actively participate in marketing campaigns and activities and maintain a database of prospects for tracking and analysis

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

  • Maintain a high standard of ethics and conduct for sound banking operations, business success and the bank’s reputation

  • Action day-to-day operational and administrative tasks as assigned by the Sales/ Branch Manager

  • Adhere to all applicable requirements established by Citi to ensure they are fully committed to its AML/CTF and/or sanctions compliance responsibilities as set out in the relevant Citi Global, Regional and/or Australian AML/CTF and/or Sanctions Policies, Procedures, Standards, Directives and Programs


Key Behavioural Competency Requirements:

  • Achieving personal work goals & objectives

  • Strong sales ability and methodology

  • Relating & networking

  • Presenting & communicating information

  • Coping with pressures & setbacks

  • Delivering results & meeting customer expectations

  • Following instructions & procedures

  • Display an excellent client service quality

  • Building positive working relationships

  • Experience and Educational Requirements:


  • Degree or vocational qualification in business or finance related subject is desirable


  • RG146 Tier 2 accredited in Cash and Deposit taking, general insurance and Advisor skills

Previous Industry Experience:

  • A proven track record of selling quality retail products to a mass market is highly desirable

  • Highly motivated and energetic sales professional – retail banking, retail and telecoms sales is highly desirable

  • A strong customer service quality – the ability to deal with a high traffic of customers is desirable

  • A strong understanding of current sales processes and methodologies

  • Excellent communication skills

Other (e.g. Languages)

  • Foreign language skills are not essential unless specified