Citizens Banker

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

Build trusted relationships with branch customers by delivering advice and recommendations across spending, saving, borrowing, and investing. Use strong communication and problem-solving to identify needs, provide tailored solutions, and refer customers to partners in Wealth Management, Mortgage, and Business Banking. Introduce customers to digital and mobile-first banking options, make outbound calls to acquire customers, and schedule financial checkups while following all compliance, cash-handling, and KYC requirements.

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Citizens Bank
Citizens Bank
22 hours 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: 8 hours agoStatus: Live

Job Summary

Build trusted relationships with branch customers by delivering advice and recommendations across spending, saving, borrowing, and investing. Use strong communication and problem-solving to identify needs, provide tailored solutions, and refer customers to partners in Wealth Management, Mortgage, and Business Banking. Introduce customers to digital and mobile-first banking options, make outbound calls to acquire customers, and schedule financial checkups while following all compliance, cash-handling, and KYC requirements.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Provide trusted advice and tailored financial recommendations for customers’ spending, saving, borrowing, and investing needs.
  • •Identify customer goals and recommend solutions for milestones such as future planning, home buying, or credit card opening.
  • •Introduce customers to digital and mobile-first ways to manage banking transactions using the app and ATMs.
  • •Collaborate with Wealth Management, Mortgage, and Business Banking partners for more complex needs.
  • •Handle outbound customer acquisition calls and schedule financial checkup appointments while following KYC and all policies and procedures, including proper cash handling and regulations.

Pay and Benefits

Salary: USD 27.16 - 29.53 annually
Perks:Health InsuranceDentalVision401kTuition AssistanceRetirement BenefitsPaid Leave

Key Requirements

  • •High school degree or GED.
  • •2 years of sales and customer service experience with ability to meet or exceed goals.
  • •Ability to effectively ask questions and identify customer needs to improve relationships.
  • •Proven success building relationships and recommending/referring products and services via in-person and phone interactions.
  • •Demonstrated skill using digital technology to support business goals.
Experience:2+ yearsBankingConsumer bankingCustomer service
Education:High School
Skills:CommunicationProblem-solvingRelationship buildingMultitaskingCollaboration
Licenses:NMLS identifier (SAFE Act requirements)
Tech Stack:Mobile bankingOnline 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