Citi CBNA - GCG - Personal Banker in Philippines

  • Primary Location: Philippines,Central Luzon,Makati

  • Other Location: Asia Pacific

  • Education: Bachelor's Degree

  • Job Function: Relationship Management

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 17028956


  • Helps customers think through their whole banking relationship and understand how products fit together

  • Proactively seeks to establish and understand customers’ real needs and expectations

  • Monitors customers’ accounts and provide regular updates and advice on bank services and

  • Promotions through regular calls and meetings

  • Takes full ownership of customers’ requests and proactively follows up on any agreed actions

  • Takes responsibility for resolving issues with customers ensuring complete satisfaction of problem solution

  • Provide excellent customer experience with every customer engagement and drive a high NPS

  • Meets with walk-in customers in the branch

  • Contribute on adding prospective new to bank customers

  • Provides advice and product information to customers, outlining features and benefits

  • Identifies cross-selling opportunities and refers leads to the appropriate channels for follow up

  • Engages the support of specialists to provide technical advice to customers when necessary


  • At least 2 years experience in sales for banking products and services

  • Knowledge of banking products and services as well as exposure to investment products and process would be an advantage

  • Proficient in Microsoft applications