Citizens Banker

Citizens Bank
Newark
Workplace: OnsiteFull timeUSD 25.48 - 31.25 hourlyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Communication","Problem-solving","Relationship building","Customer-centricity","Multitasking"]

Serve as the face of the branch by building lasting customer relationships and delivering trusted financial advice. Help customers with spending, saving, borrowing, and investing decisions by recommending and referring relevant products and services through in-person and phone interactions. Introduce customers to digital and mobile-first banking options, collaborate with partners in Wealth Management, Mortgage, and Business Banking, and make outbound calls to acquire customers and schedule checkups while following all compliance and cash-handling procedures.

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Citizens Bank
Citizens Bank
1 month 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: 19 hours agoStatus: Live

Job Summary

Serve as the face of the branch by building lasting customer relationships and delivering trusted financial advice. Help customers with spending, saving, borrowing, and investing decisions by recommending and referring relevant products and services through in-person and phone interactions. Introduce customers to digital and mobile-first banking options, collaborate with partners in Wealth Management, Mortgage, and Business Banking, and make outbound calls to acquire customers and schedule checkups while following all compliance and cash-handling procedures.
Location: Newark
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide recommendations and assist customers with financial solutions for spending, saving, borrowing, and investing needs.
  • •Learn customers’ personal financial goals and recommend tailored solutions (e.g., future planning, buying a home, credit cards).
  • •Introduce customers to digital and mobile-first ways to handle banking transactions using the bank app and ATMs.
  • •Collaborate with partners in Wealth Management, Mortgage, and Business Banking for more complex customer needs.
  • •Perform outbound calls to acquire new customers and schedule financial checkup appointments while following cash handling, state, and local laws and regulations.

Pay and Benefits

Salary: USD 25.48 - 31.25 hourly
Perks:Health InsuranceDentalVision401kTuition AssistanceMaternity LeavePaternity 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 ask questions and identify needs to improve the customer relationship.
  • •Proven success building relationships and recommending/referring products and services via in-person and phone interactions.
  • •Demonstrated ability using digital technology to support business goals, plus meet SAFE Act requirements (NMLS identifier).
Experience:2+ yearsConsumer bankingFinancial services
Education:High School
Skills:CommunicationProblem-solvingRelationship buildingCustomer-centricityMultitasking
Languages:English
Tech Stack:Mobile and online bankingATMsDigital technologySmartphoneTabletDesktop computerVideo interview assessment

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