Citizens Banker

Citizens Bank
Pennsylvania
Workplace: OnsiteFull timeUSD 25+ hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Communication","Problem-solving","Relationship building","Collaboration","Multitasking"]

Serve as the face of the branch by building trusted customer relationships and providing sound, tailored financial advice. Use your communication and problem-solving skills to recommend solutions for spending, saving, borrowing, and investing needs. Collaborate with Wealth Management, Mortgage, and Business Banking partners, make outbound calls to acquire customers, and schedule financial checkups while following all policies, procedures, and applicable regulations.

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Citizens Bank
Citizens Bank
1 day ago

Citizens Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Serve as the face of the branch by building trusted customer relationships and providing sound, tailored financial advice. Use your communication and problem-solving skills to recommend solutions for spending, saving, borrowing, and investing needs. Collaborate with Wealth Management, Mortgage, and Business Banking partners, make outbound calls to acquire customers, and schedule financial checkups while following all policies, procedures, and applicable regulations.
Location: Pennsylvania
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide trusted advice and build lasting customer relationships as the face of the branch.
  • •Recommend and assist customers with financial solutions for spending, saving, borrowing, and investing needs.
  • •Understand customer goals and tailor recommendations for planning, home buying, and credit card needs.
  • •Introduce customers to digital and mobile-first banking ways to handle transactions (app and ATMs).
  • •Follow all financial policies and procedures, including proper cash handling and relevant laws and regulations.

Pay and Benefits

Salary: USD 25 hourly
Perks:Health InsuranceDentalVision401kTuition AssistancePaid Leave

Key Requirements

  • •High school degree or GED required.
  • •2 years of sales and customer service experience with a track record of meeting or exceeding goals.
  • •Ability to ask questions, identify customer needs, and improve the customer relationship.
  • •Proven success building relationships and recommending/referring products and services via in-person and phone interactions.
  • •Demonstrated ability to use digital technology to support business goals and provide solutions to customer issues.
Experience:Consumer bankingCustomer serviceSales
Education:High School
Skills:CommunicationProblem-solvingRelationship buildingCollaborationMultitasking
Licenses:SAFE ActNMLS
Tech Stack:Digital technology

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