Citi Service Relationship Manager, Hunter Street in Sydney, Australia

  • Primary Location: Australia,New South Wales,Sydney

  • Education: High School Diploma/GED

  • Job Function: Sales

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 17079661


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.

Citibank brings the strength and expertise of one of the world’s largest financial services companies to personal customers in more than 100 countries and 200 cities.

The role of Service Relationship Manager is to provide support and assistance to the Branch Sales Team allowing them to deliver sales and revenue targets and to deepen the relationship with existing and prospective clients.

Your key accountabilities include but are not limited to:

  • Assist and support Relationship Managers

  • Primarily serve the customers on Wealth Management Banking needs

  • Develop strong customer relationships and build customer loyalty through consistent delivery of error-free and timely service to meet customer needs

  • Take full ownership and provide solutions to customers’ problems and ensure satisfaction of problem resolution

  • Exercise due diligence in customer care to ensure good customer contact experience with Citibank, e.g. follow-up and call back to customers

  • Make daily relationship calls to engage and interact with customers at a personalised level

  • Identify client general financial needs and cross-sell opportunities to refer clients to the appropriate Relationship Professional

  • 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, which reduces compliance breaches to include minimising and reducing critical errors and write offs

  • Exercise due diligence and independence when reviewing requests from Branch Sales Staff

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

  • Continuously look for improvement opportunities to increase customer satisfaction and work efficiency


To be successful in this position you must have the following skills and experience:

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

  • RG146 Tier 1 or 2 accredited in managed investments, derivatives, securities and FX

  • Operational experience in financial services

  • Frontline service experience – possess strong experience of branch frontline service in the banking industry

  • Proven relationship management skills

  • A good working knowledge in investment products in a retail environment is highly desirable

  • Good knowledge of the retail investment and financial planning industries is desirable

  • Good understanding of industry legislative and compliance regime

  • Delivering results and meeting customer expectations

  • Coping with pressures and setbacks

  • Following instructions and feedback

  • Adhering to principles and values

  • Working with people

  • Relating and networking

  • Achieving personal work goals and objectives

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.

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