Universal Banker - London, United Kingdom - Citi

Citi
Citi
Verified Company
London, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

The role:

We are looking to hire a Universal Banker for a 12-month Fixed Term Contract.

This is an entry level position responsible for providing a 'remarkable' client experience to Citibank UK and Global Banking clients.

This role assists with onboarding and sourcing new clients, as well as providing an account maintenance service (including cash activities).


Background/context:

This role reports to the Citi Gold Private Client Lounge Manager. It is the primary acquisition and service role within Citi Gold Private Client Lounge.


Responsibilities:


Deliver results

  • Source new target market clients in line with business goals and objectives.
  • Contribute effectively to team activities including generating new sales ideas and initiatives.
  • Develop and demonstrate an indepth knowledge and understanding of the markets, banking and wealth management products and services in order to match our proposition to client needs.
  • Support client events as required (flexibility in working hours). Effectively engage in client. conversation, proposition presentations and promoting services with clients with clients.

Drive value for clients

  • Demonstrate a passion for and always deliver a 'remarkable' client experience.
  • Complete all customer transactions efficiently and accurately.
  • Promote the benefits of alternative methods of banking by actively educating clients on digital banking (CBOL and MBOL).
  • Actively contribute to a positive NPS score.
  • Act as an owner and ensure that clients are at the forefront of everything you do.
  • Deliver against standards set out in client journeys. Ensure highest standards are achieved in every client interaction.
  • Ensure all Lounge standards are met, as well as providing client tours, room bookings and hospitality.

Live our values

  • Act in accordance with Citi standards, regulatory, compliance and KYC policies.
  • Manage client requests efficiently and professionally whilst adhering all policies and procedures.
  • Keep up to date with all Business communication.
  • Corporate Attire policy to be always adhered to.
  • Obtain required qualifications for role.

Work as a partner

  • Demonstrate Citi Standards.
  • Partner with the wider network, to provide a remarkable client experience.
  • Contribute to business projects and initiatives.
  • Assist and coach team members to achieve business goals and targets.

Experience / Skills required for the role:

  • Proven experience within a financial institution.
  • Substantial experience in a client service role.
  • Knowledge of Wealth Management banking products.
  • Consistently demonstrates clear and concise written and verbal communication skills.
-
Job Family Group:

Consumer Sales

-
Job Family:

Branch Sales

-
Time Type:

Full time

  • 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.

View the "
EEO is the Law" poster. View the
EEO is the Law Supplement.

View the
EEO Policy Statement.

View the **Pay Transparency Posting
More jobs from Citi
See all jobs of Citi