Citizens Banker

Citizens Bank
Newport, Rhode Island
Workplace: OnsiteFull timeUSD 24.69 - 26.84 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Communication","Problem-solving","Relationship building","Customer-centricity","Self-motivation"]

Build trusted customer relationships in a bank branch by providing trusted financial advice and recommendations across spending, saving, borrowing, and investing needs. Use communication and problem-solving skills to identify customer needs, schedule checkups, and make outbound calls to acquire customers. Introduce customers to digital and mobile banking tools, and collaborate with Wealth Management, Mortgage, and Business Banking partners for more complex needs.

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Citizens Bank
Citizens Bank
1 month 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: 59 minutes agoStatus: Live

Job Summary

Build trusted customer relationships in a bank branch by providing trusted financial advice and recommendations across spending, saving, borrowing, and investing needs. Use communication and problem-solving skills to identify customer needs, schedule checkups, and make outbound calls to acquire customers. Introduce customers to digital and mobile banking tools, and collaborate with Wealth Management, Mortgage, and Business Banking partners for more complex needs.
Location: Newport, Rhode Island
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 financial goals and tailor solutions such as future planning, home buying, and credit card openings.
  • •Introduce customers to digital and mobile-first ways to handle banking transactions via app and ATMs.
  • •Follow all financial policies and procedures, including proper cash handling and applicable laws and regulations.

Pay and Benefits

Salary: USD 24.69 - 26.84 hourly
Perks:MedicalDentalVision401kTuition AssistanceHealth InsuranceRetirement BenefitsFlexible WorkPaid LeaveWellness Stipend

Key Requirements

  • •High school degree or GED required; meet SAFE Act requirements, including NMLS identifier and pre-employment screening.
  • •2 years of sales and customer service experience with the ability to meet/exceed goals.
  • •Ability to ask effective questions to identify customer needs and improve the customer relationship.
  • •Proven success building relationships and recommending/referring financial products and services in-person and by phone.
  • •Demonstrated ability using digital technology to support business goals and aptitude to solve customer issues.
Experience:Consumer bankingSalesCustomer serviceWealth management
Education:High School
Skills:CommunicationProblem-solvingRelationship buildingCustomer-centricitySelf-motivation
Tech Stack:Mobile bankingOnline bankingATMsSmartphoneTablet

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