Citizens Banker

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 25.48 - 31.25 hourlyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Communication","Problem-solving","Customer-centricity","Collaboration","Multitasking"]

Build lasting customer relationships by providing trusted financial advice and tailored recommendations across spending, saving, borrowing, and investing. Use strong communication and problem-solving skills to identify customer needs, refer products in person and by phone, and help customers adopt digital and mobile-first banking options. Partner with Wealth Management, Mortgage, and Business Banking teams for complex needs, while handling required compliance steps, cash handling, and SAFE Act requirements.

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Citizens Bank
Citizens Bank
2 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: 13 hours agoStatus: Live

Job Summary

Build lasting customer relationships by providing trusted financial advice and tailored recommendations across spending, saving, borrowing, and investing. Use strong communication and problem-solving skills to identify customer needs, refer products in person and by phone, and help customers adopt digital and mobile-first banking options. Partner with Wealth Management, Mortgage, and Business Banking teams for complex needs, while handling required compliance steps, cash handling, and SAFE Act requirements.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide trusted advice and recommendations to customers for financial solutions across spending, saving, borrowing, and investing.
  • •Learn customers’ personal financial goals and recommend tailored solutions (e.g., future planning, home buying, credit cards).
  • •Introduce customers to digital and mobile-first ways to handle banking transactions (app/ATMs).
  • •Collaborate with Wealth Management, Mortgage, and Business Banking partners for more complex customer needs.
  • •Make outbound calls to acquire customers and schedule financial checkup appointments, following all financial policies and procedures including cash handling and regulations.

Pay and Benefits

Salary: USD 25.48 - 31.25 hourly
Perks:Health InsuranceDentalVision401kTuition AssistancePaid LeaveRetirement BenefitsWellness Stipend

Key Requirements

  • •High school degree or GED required.
  • •2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals.
  • •Ability to ask questions, identify customer needs, and improve the customer relationship.
  • •Proven success building relationships and recommending/referring financial products and services in-person and by phone.
  • •Meet and comply with SAFE Act requirements, including pre-employment screening and obtaining a unique identifier from the NMLS.
Experience:2+ yearsConsumer bankingConsumer loansWealth managementMortgageBusiness banking
Education:High School
Skills:CommunicationProblem-solvingCustomer-centricityCollaborationMultitasking

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