Citizens Banker

Citizens Bank
United States
Full timeUSD 20.67 - 25.48 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Communication","Problem-solving","Relationship building","Multitasking","Collaboration","Self-motivated"]

Build lasting customer relationships as the trusted face of the branch—using strong communication and problem-solving skills to provide tailored financial recommendations. Support spending, saving, borrowing, and investing needs, and introduce customers to digital and mobile-first banking via the app and ATMs. Collaborate with Wealth Management, Mortgage, and Business Banking partners for complex needs, while making outbound calls and scheduling financial checkup appointments in line with all policies and regulations.

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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: 8 hours agoStatus: Live

Job Summary

Build lasting customer relationships as the trusted face of the branch—using strong communication and problem-solving skills to provide tailored financial recommendations. Support spending, saving, borrowing, and investing needs, and introduce customers to digital and mobile-first banking via the app and ATMs. Collaborate with Wealth Management, Mortgage, and Business Banking partners for complex needs, while making outbound calls and scheduling financial checkup appointments in line with all policies and regulations.
Location: United States
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Serve as the face of the branch by getting to know customers and building lasting relationships.
  • •Use financial knowledge to provide recommendations and assist customers with tailored solutions for spending, saving, borrowing, and investing needs.
  • •Introduce customers to digital and mobile-first banking options, including using the bank app and ATMs.
  • •Collaborate with partners in Wealth Management, Mortgage, and Business Banking to support customers with complex needs.
  • •Make outbound calls to acquire new customers and schedule financial checkup appointments while following all financial policies, cash-handling procedures, and laws/regulations.

Pay and Benefits

Salary: USD 20.67 - 25.48 hourly
Perks:Health InsuranceDentalVision401kTuition AssistancePaid Leave

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 effectively ask questions and identify needs to improve the customer relationship.
  • •Proven success building relationships and recommending/referring financial products and services through in-person and phone interactions.
  • •Demonstrated skills using digital technology to support delivery of business goals, plus aptitude for problem-solving customer issues.
Education:High School
Skills:CommunicationProblem-solvingRelationship buildingMultitaskingCollaborationSelf-motivated
Languages:US
Tech Stack:SmartphoneTabletDesktop computer

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