Citizens Banker

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 25+ hourlyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Advising","Building Relationships","Communicating Effectively","Curiosity","Customer Experience Management","Customer-Centricity","Fostering Inclusion","Industry Insight","Know Your Customer (KYC) Policy","Motivating Others","Persistence and Tenacity","Problem-Solving","Product Knowledge","Technologically Savvy","Valuing Diversity and Inclusion","Leverages Information"]

Serve as the face of the branch by getting to know customers and providing trusted advice across spending, saving, borrowing, and investing needs. Use communication and problem-solving skills to identify needs, build relationships, and recommend financial products through in-person and phone interactions. Introduce customers to digital and mobile-first banking options, collaborate with partners for more complex needs, and help acquire new customers and schedule checkup appointments.

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Citizens Bank
Citizens Bank
1 day 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: 56 minutes agoStatus: Live

Job Summary

Serve as the face of the branch by getting to know customers and providing trusted advice across spending, saving, borrowing, and investing needs. Use communication and problem-solving skills to identify needs, build relationships, and recommend financial products through in-person and phone interactions. Introduce customers to digital and mobile-first banking options, collaborate with partners for more complex needs, and help acquire new customers and schedule checkup appointments.
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 on spending, saving, borrowing, and investing needs.
  • •Ask questions to identify needs, recommend tailored solutions, and refer customers to appropriate products and services.
  • •Introduce customers to digital and mobile-first banking options, including using the app and ATMs.
  • •Collaborate with partners in Wealth Management, Mortgage, and Business Banking for customers with more complex needs.
  • •Make outbound calls to acquire new customers and schedule financial checkup appointments while following all policies, procedures, and regulations.

Pay and Benefits

Salary: USD 25 hourly
Perks:MedicalDentalVision401kTuition AssistanceHealth InsuranceRetirementWellness StipendPaid Leave

Key Requirements

  • •High school degree or GED required.
  • •2 years of sales and customer service experience with the ability to meet or exceed goals.
  • •Ability to ask questions, identify needs, and improve customer relationships.
  • •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 solve customer issues.
Experience:2+ years
Education:High School
Skills:AdvisingBuilding RelationshipsCommunicating EffectivelyCuriosityCustomer Experience ManagementCustomer-CentricityFostering InclusionIndustry InsightKnow Your Customer (KYC) PolicyMotivating OthersPersistence and TenacityProblem-SolvingProduct KnowledgeTechnologically SavvyValuing Diversity and InclusionLeverages Information
Licenses:NMLSSAFE Act
Tech Stack:Digital technologyMobile appATMs

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