Citizens Banker

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 25.48 - 31.25 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Communication","Problem-solving","Collaboration","Multitasking","Self-motivated","Customer-centricity","Persistence and tenacity","Curiosity","Relationship building","Risk assessment"]

Build lasting customer relationships at a local branch by providing trusted advice across spending, saving, borrowing, and investing needs. Use strong communication and problem-solving to identify customer goals, recommend tailored financial solutions, and introduce customers to mobile and digital banking options. Collaborate with Wealth Management, Mortgage, and Business Banking partners for more complex needs while handling cash, following policies, and meeting SAFE Act requirements.

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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: 7 hours agoStatus: Live

Job Summary

Build lasting customer relationships at a local branch by providing trusted advice across spending, saving, borrowing, and investing needs. Use strong communication and problem-solving to identify customer goals, recommend tailored financial solutions, and introduce customers to mobile and digital banking options. Collaborate with Wealth Management, Mortgage, and Business Banking partners for more complex needs while handling cash, following policies, and meeting SAFE Act requirements.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide trusted recommendations and financial solutions for customers’ spending, saving, borrowing, and investing needs.
  • •Learn customers’ personal financial goals and recommend tailored solutions (e.g., future planning, home buying, credit card opening).
  • •Introduce customers to digital and mobile-first ways to handle banking transactions via the app and ATMs.
  • •Collaborate with Wealth Management, Mortgage, and Business Banking partners to support complex customer needs.
  • •Make outbound calls to acquire customers and schedule financial checkup appointments while following cash handling, policies, and laws/regulations.

Pay and Benefits

Salary: USD 25.48 - 31.25 hourly
Perks:Health InsuranceDentalVision401kTuition AssistancePaid Leave

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 relationships.
  • •Proven success building relationships and recommending/referring products and services via in-person and phone interactions.
  • •Ability to use digital technology to support business goals; aptitude to problem-solve customer issues.
Education:High School in High School Graduate/GED
Skills:CommunicationProblem-solvingCollaborationMultitaskingSelf-motivatedCustomer-centricityPersistence and tenacityCuriosityRelationship buildingRisk assessment
Licenses:NMLS (unique identifier)

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