Citizens Banker

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 27.16 - 29.53 hourlyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Communication","Problem-solving","Multitasking","Self-motivation","Collaboration"]

Serve as the face of a bank branch by building trusted relationships and providing trusted financial advice. Assist customers with spending, saving, borrowing, investing, and credit card or home-buying goals through in-person and phone interactions. Use digital and mobile-first tools (app/ATMs) to guide customers’ banking transactions, collaborate with Wealth Management, Mortgage, and Business Banking partners, and make outbound calls to acquire customers and schedule checkups. Follow all policies, including cash handling and applicable regulations.

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Citizens Bank
Citizens Bank
1 month ago

Citizens Banker

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Closed

Job Summary

Serve as the face of a bank branch by building trusted relationships and providing trusted financial advice. Assist customers with spending, saving, borrowing, investing, and credit card or home-buying goals through in-person and phone interactions. Use digital and mobile-first tools (app/ATMs) to guide customers’ banking transactions, collaborate with Wealth Management, Mortgage, and Business Banking partners, and make outbound calls to acquire customers and schedule checkups. Follow all policies, including cash handling and applicable regulations.
Location: United States
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 spending, saving, borrowing, and investing needs.
  • •Build lasting customer relationships by understanding personal financial goals and recommending tailored solutions.
  • •Introduce customers to digital and mobile-first banking options, including using 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 27.16 - 29.53 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.
  • •Ask effective questions to identify customer needs and improve relationships.
  • •Recommend and refer financial products/services through in-person and phone interactions.
  • •Use digital technology to support business goals; problem-solve customer issues and collaborate with teammates and specialists.
Experience:2+ yearsCustomer serviceSalesConsumer bankingFinancial services
Education:High School
Skills:CommunicationProblem-solvingMultitaskingSelf-motivationCollaboration
Licenses:SAFE ActNMLS
Tech Stack:Digital technologyMobile bankingOnline bankingATMsSmartphoneTabletDesktop 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