Service Relationship Manager, NSW Onshore

  • Company:
  • Location:
  • Salary:
    negotiable / month
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  • Posted:
    7 hours ago
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A Service Relationship Manager’s (SRM) is the service contact for Citigold customers at the branch. To develop strong customer relationships and build customer loyalty through consistent delivery of error-free and timely service to meet customer needs and also Identify client general financial needs and cross-sell opportunities to refer clients to the appropriate Relationship Professional.


+ Make daily relationship calls to engage and interact with customers at a personalized level

+ Assist and support Relationship Managers

+ Primarily serve the Citigold customers on Wealth Management Banking needs

+ Contribute to branch operational efficiencies to enable branch to achieve plan

+ Work closely with internal stakeholders and subject matter experts to achieve business goals and targets.

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

+ 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

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

+ Delivering results and meeting customer expectations

+ Coping with pressures and setbacks

+ Following instructions and feedback

**Experience Requirements**

+ Tier 1 or 2 accredited in managed investments, derivatives, Securities and FX

+ RG146

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

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

+ Proven relationship management skills

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

+ Good understanding of industry legislative and compliance regime

When you work at Citi, you will be working for an organization that truly has a global footprint and a powerful network that spans the globe. We celebrate individual ingenuity and use 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 Australia is an Employer of Choice for Women and supports a flexible work environment.

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**Job Family Group:**

Consumer Sales


**Job Family:**

Consumer Sales Support


**Time Type:**


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Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.