Citizens Banker

Citizens Bank
Rhode Island
Workplace: OnsiteFull timeUSD 25.48 - 31.25 hourlyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Communication","Problem-solving","Collaboration","Multitasking","Self-motivation"]

Build trusted relationships with customers as the face of the branch, using financial knowledge to recommend tailored solutions for spending, saving, borrowing, and investing needs. Use strong communication and problem-solving to identify customer needs, handle cash in line with policies and regulations, and support goals through in-person and phone interactions. Collaborate with Wealth Management, Mortgage, and Business Banking partners and help acquire new customers via outbound calls and appointment scheduling.

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Citizens Bank
Citizens Bank
1 day ago

Citizens Banker

âś“ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: first listed 1 day ago

Job Summary

Build trusted relationships with customers as the face of the branch, using financial knowledge to recommend tailored solutions for spending, saving, borrowing, and investing needs. Use strong communication and problem-solving to identify customer needs, handle cash in line with policies and regulations, and support goals through in-person and phone interactions. Collaborate with Wealth Management, Mortgage, and Business Banking partners and help acquire new customers via outbound calls and appointment scheduling.
Location: Rhode Island
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide trusted advice and recommendations to help customers with financial solutions across spending, saving, borrowing, and investing.
  • •Get to know customers’ personal financial goals and suggest tailored next steps such as planning for the future and purchasing a home or credit card.
  • •Introduce customers to digital and mobile-first ways to handle banking transactions through the app and ATMs.
  • •Collaborate with Wealth Management, Mortgage, and Business Banking partners for customers with more complex needs.
  • •Follow all financial policies and procedures, including proper cash handling and compliance with state and local laws and regulations.

Pay and Benefits

Salary: USD 25.48 - 31.25 hourly
Perks:Health InsuranceDentalVision401kTuition Assistance

Key Requirements

  • •High school degree or GED required.
  • •2 years of sales and customer service experience, demonstrating ability to meet or exceed goals.
  • •Ability to ask questions, identify customer needs, and improve customer relationships.
  • •Proven success building relationships and recommending/referring products and services in-person and by phone.
  • •Ability to comply with SAFE Act requirements, including pre-employment screening and obtaining a unique identifier from the NMLS.
Experience:2+ yearsSalesCustomer serviceConsumer banking
Education:High School
Skills:CommunicationProblem-solvingCollaborationMultitaskingSelf-motivation
Tech Stack:Digital technologyMobile and online 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