Citizens Banker

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 25+ hourlyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Communication","Problem-solving","Relationship building","Multitasking","Collaboration"]

Serve as the face of the branch by building trusted customer relationships and providing sound financial advice. Use strong communication and problem-solving to identify needs, recommend solutions across spending, saving, borrowing, and investing, and support digital/mobile-first banking. Collaborate with Wealth Management, Mortgage, and Business Banking partners for complex needs, make outbound calls to acquire customers, schedule checkups, and follow all compliance and cash-handling policies.

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Citizens Bank
Citizens Bank
3 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: 3 hours agoStatus: Live

Job Summary

Serve as the face of the branch by building trusted customer relationships and providing sound financial advice. Use strong communication and problem-solving to identify needs, recommend solutions across spending, saving, borrowing, and investing, and support digital/mobile-first banking. Collaborate with Wealth Management, Mortgage, and Business Banking partners for complex needs, make outbound calls to acquire customers, schedule checkups, and follow all compliance and cash-handling policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Get to know customers and build lasting relationships by providing trusted advice.
  • •Use financial knowledge to recommend and assist with solutions for spending, saving, borrowing, and investing.
  • •Introduce customers to digital and mobile-first ways to handle banking transactions, including the app and ATMs.
  • •Collaborate with Wealth Management, Mortgage, and Business Banking partners for customers with more complex needs.
  • •Make outbound calls to acquire new customers and schedule financial checkup appointments while following all policies and procedures.

Pay and Benefits

Salary: USD 25 hourly
Perks:Health InsuranceDentalVision401kTuition Assistance

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 needs, and improve the customer relationship.
  • •Proven success building relationships and recommending/referring products and services through in-person and phone interactions.
  • •Demonstrated ability to use digital technology to support business goals and problem-solve customer issues.
Experience:2+ yearsConsumer bankingBanking
Education:High School
Skills:CommunicationProblem-solvingRelationship buildingMultitaskingCollaboration
Licenses:NMLS
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