Citizens Banker

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 25 - 30.77 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Communication","Customer-centricity","Problem-solving","Persistence","Multitasking","Collaboration"]

Build trusted relationships with branch customers by providing financial advice and recommendations for spending, saving, borrowing, and investing. Learn customers’ goals and tailor solutions such as planning for the future, buying a home, and using credit products. Demonstrate digital and mobile-first banking, make outbound calls to acquire customers, and coordinate with Wealth Management, Mortgage, and Business Banking partners while following cash-handling, policy, and compliance requirements.

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Citizens Bank
Citizens Bank
2 days ago

Citizens Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Build trusted relationships with branch customers by providing financial advice and recommendations for spending, saving, borrowing, and investing. Learn customers’ goals and tailor solutions such as planning for the future, buying a home, and using credit products. Demonstrate digital and mobile-first banking, make outbound calls to acquire customers, and coordinate with Wealth Management, Mortgage, and Business Banking partners while following cash-handling, policy, and compliance requirements.
Location: United States
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’ personal financial goals and recommend tailored solutions for near- and long-term outcomes.
  • •Introduce customers to digital and mobile-first banking options, including app and ATM transactions.
  • •Collaborate with Wealth Management, Mortgage, and Business Banking partners for more complex customer needs.
  • •Handle outbound customer acquisition calls and schedule financial checkup appointments while following all policies, procedures, and regulations.

Pay and Benefits

Salary: USD 25 - 30.77 hourly
Perks:Health InsuranceDentalVision401kTuition AssistancePaid LeaveParental LeaveWellness StipendRetirement Benefits

Key Requirements

  • •High school degree or GED.
  • •2 years of sales and customer service experience with a track record of meeting or exceeding goals.
  • •Ability to ask questions to identify customer needs and improve relationships.
  • •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.
Education:High School
Skills:CommunicationCustomer-centricityProblem-solvingPersistenceMultitaskingCollaboration
Licenses:NMLS

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