5 days old

Personal Banker_

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Citi Priority

**Job Description**

The Relationship Associate performs relatively complex assignments. Has direct impact on the business by ensuring the quality of the tasks or services provided. Works under little to no direct supervision. May service an expansive and/or diverse array of products/services. Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives. Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function. Ensures the quality and service of self and others. May recommend new options to enhance productivity in accordance with guidelines. Requires tact and diplomacy when exchanging complex or sensitive information with others. Is sensitive to audience diversity. Basic knowledge of the organization, the business and its policies required. Typically responsible for resolving basic to moderately complex problems based on practice and precedence. Able to assess applicability of similar experiences and evaluate options under circumstances not covered by procedures.


**On a daily basis, a Personal Banker will be responsible for the following**

1. /

+ Actively calling on clients to deepen relationships with affluent clients and proactively owning, responding to and anticipating any future needs, challenges or risks


+ Uncovering customers underlying needs and expectations


+ Introducing a wide range of investment, wealth management and treasury products to assist clients in building and strengthening an effective portfolio


+ Delivering superior customer experience by proactive sharing markets updates, trend and intelligence


+ Partnering with product specialists and subject matter experts across the bank to struc-ture customized solutions that meet clients unique needs


+ Being forward thinking and planning ahead for ways Citi can differentiate itself from com-petitors


+ Leveraging the expertise and capabilities of other Citi businesses to better achieve mutu-al business goals together


+ Driving innovation on the solutions we provide clients and further developing our business


+ Networking with clients in order to create new business contacts

**A successful Personal Banker has these skills**

+ A good understanding of their role as a key builder and protector of the strong GCB culture that enables our teams to deliver remarkable experiences to clients

+ Sound knowledge on banking, wealth management and investment products and pro-cess as well as a track record of providing sound banking and financial advice and solution to clients

+ An optimistic and proactive approach to finding new opportunities for clients, delivers a simple, secure and seamless client experience

+ Strong financial and analytic skills, and the resilience to quickly adapt priorities based on the latest data insights

+ Ability to embrace new technology and understand the role digitization plays in the experience we deliver for our clients

**Typically, someone in this role has the following experience**

+ Experience in banking industry preferred


+ University graduate in finance, economics, engineering or related disciplines, with a strong interest in treasury products

Chartered Financial Analyst (CFA)Certified Financial Planner (CFP)Certified Financial Marketing Planner (CFMP)Qualified Financial Risk Manager (FRM)

+ Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) or Certified Financial Marketing Planner (CFMP) is preferable, Qualified Financial Risk Manager ("FRM") is an advantage

+ Achievement and result-oriented, with an aim to excel himself/herself

+ Mature, independent, with excellent communication and relationship building skills

+ A self-starter with passion, confidence and good team spirit


+ Certification of Proficiency Test for Trust Operations Personnel, Investment Trust and Consulting Regulations (including Self-disciplinary Rules), and Financial Derivatives Sales Personnel are required


**Job Family Group:**

Private Client Coverage


**Job Family:**

Client Services


**Time Type:**


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm)** .

View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo\_aa\_policy.pdf) .

View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.


Jobs Rated Reports for Bank Teller

Posted: 2022-05-13 Expires: 2022-06-12

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Bank Teller
127th2019 - Bank Teller
Overall Rating: 127/199
Median Salary: $29,450

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