Citizens Banker

Citizens Bank
Boston
Workplace: OnsiteFull timeUSD 28.75 - 35.94 hourlyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Communication","Problem-solving","Customer-centricity","Relationship building","Collaboration"]

Build lasting customer relationships in a bank branch by providing trusted financial advice and recommendations for spending, saving, borrowing, and investing needs. Use strong communication and problem-solving to identify customer goals, tailor solutions, and refer customers to Wealth Management, Mortgage, and Business Banking partners. Collaborate with teammates, meet SAFE Act requirements, and help acquire customers through outbound calls and scheduled checkups.

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Citizens Bank
Citizens Bank
3 days ago

Citizens Banker

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 21 minutes agoStatus: Live

Job Summary

Build lasting customer relationships in a bank branch by providing trusted financial advice and recommendations for spending, saving, borrowing, and investing needs. Use strong communication and problem-solving to identify customer goals, tailor solutions, and refer customers to Wealth Management, Mortgage, and Business Banking partners. Collaborate with teammates, meet SAFE Act requirements, and help acquire customers through outbound calls and scheduled checkups.
Location: Boston
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide trusted financial advice and recommendations across spending, saving, borrowing, and investing needs.
  • •Understand customers’ goals and tailor solutions for planning, home buying, and credit card needs.
  • •Introduce customers to digital/mobile-first banking options and support self-service banking.
  • •Collaborate with partners in Wealth Management, Mortgage, and Business Banking for more complex needs.
  • •Follow all financial policies and procedures, including proper cash handling and applicable laws and regulations.

Pay and Benefits

Salary: USD 28.75 - 35.94 hourly
Perks:Health InsuranceDentalVision401kTuition AssistanceFlexible Work

Key Requirements

  • •High school degree or GED (SAFE Act requirements including NMLS unique identifier and pre-employment screening completion).
  • •2 years of sales and customer service experience with ability to meet or exceed goals.
  • •Ability to ask questions, identify needs, and strengthen customer relationships through in-person and phone interactions.
  • •Proven success recommending and referring products and services using digital technology to support business goals.
  • •Ability to problem-solve customer issues and work branch hours, including weekends and evenings.
Experience:2+ yearsConsumer bankingWealth managementMortgageBusiness banking
Education:High School
Skills:CommunicationProblem-solvingCustomer-centricityRelationship buildingCollaboration
Licenses:SAFE ActNMLS
Languages:English
Tech Stack:Mobile bankingOnline bankingATMs

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website