Service Relationship Manager
- Recruiter
- Citi Australia
- Location
- Sydney, Sydney
- Salary
- Competitive
- Posted
- 23 Oct 2018
- Closes
- 24 Oct 2018
- Job role
- Accountant
- Sector
- Accounting - Public practice
- Experience level
- Manager
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
Description
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
Qualifications
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
Mandarin speaking is essential
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.
Personal information (as defined in the Privacy Act 1988) will be handled in accordance with our Privacy Policy. Please see www.citi.com.au/privacy
#LI-W
Education: High School Diploma/GED
Job Function: Sales
Schedule: Full-time
Shift: Day Job
Employee Status: Regular
Travel Time: No
Job ID: 17079661
Description
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
Qualifications
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
Mandarin speaking is essential
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.
Personal information (as defined in the Privacy Act 1988) will be handled in accordance with our Privacy Policy. Please see www.citi.com.au/privacy
#LI-W