Citizens Banker

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 26.25 - 32.81 hourlyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Communication","Problem-solving","Relationship building","Self-motivation","Multitasking"]

Help customers make important financial decisions by getting to know their goals and providing trusted advice on spending, saving, borrowing, and investing. Use strong communication and problem-solving to identify needs, recommend and refer products, and introduce digital and mobile-first ways to bank. Collaborate with Wealth Management, Mortgage, and Business Banking partners, handle policies and cash handling, and make outbound calls to acquire customers and schedule checkups.

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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: 53 minutes agoStatus: Live

Job Summary

Help customers make important financial decisions by getting to know their goals and providing trusted advice on spending, saving, borrowing, and investing. Use strong communication and problem-solving to identify needs, recommend and refer products, and introduce digital and mobile-first ways to bank. Collaborate with Wealth Management, Mortgage, and Business Banking partners, handle policies and cash handling, and make outbound calls to acquire customers and schedule checkups.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Get to know branch customers and build lasting relationships by providing trusted advice
  • •Provide recommendations and assist customers with financial solutions for 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 via the app and ATMs
  • •Make outbound calls to acquire new customers, schedule financial checkup appointments, and follow financial policies and proper cash handling

Pay and Benefits

Salary: USD 26.25 - 32.81 hourly
Perks:Health InsuranceDentalVision401kTuition AssistancePaid Leave

Key Requirements

  • •High School degree or GED
  • •2 years of sales and customer service experience with ability to meet or exceed goals
  • •Ability to ask questions and identify customer needs to improve the relationship
  • •Proven success building relationships and recommending/referring products and services via in-person and phone interactions
  • •Demonstrated skills using digital technology and ability to problem-solve customer issues
Experience:2+ yearsCustomer serviceFinancial servicesConsumer banking
Education:High School
Skills:CommunicationProblem-solvingRelationship buildingSelf-motivationMultitasking
Licenses:SAFE ActNMLS
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