Citizens Banker

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 25+ hourlyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Communication","Problem-solving","Multitasking","Self-motivated","Relationship building"]

Build lasting customer relationships in a bank branch by providing trusted advice across spending, saving, borrowing, and investing. Use communication and problem-solving to identify customer needs, recommend tailored solutions, and refer products and services. Collaborate with Wealth Management, Mortgage, and Business Banking partners for more complex needs, use digital/mobile-first tools, and make outbound calls and schedule financial checkups. Follow all policies, procedures, and regulations, including proper cash handling.

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Citizens Bank
Citizens Bank
5 days 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: 9 hours agoStatus: Live

Job Summary

Build lasting customer relationships in a bank branch by providing trusted advice across spending, saving, borrowing, and investing. Use communication and problem-solving to identify customer needs, recommend tailored solutions, and refer products and services. Collaborate with Wealth Management, Mortgage, and Business Banking partners for more complex needs, use digital/mobile-first tools, and make outbound calls and schedule financial checkups. Follow all policies, procedures, and regulations, including proper cash handling.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide trusted advice to help customers with spending, saving, borrowing, and investing needs.
  • •Get to know customers’ financial goals and recommend tailored solutions (e.g., future planning, home buying, credit cards).
  • •Introduce customers to digital and mobile-first banking options (app and ATMs).
  • •Collaborate with Wealth Management, Mortgage, and Business Banking partners for more complex customer needs.
  • •Make outbound calls to acquire new customers and schedule financial checkup appointments; follow cash handling policies and regulations.

Pay and Benefits

Salary: USD 25 hourly
Perks:Health InsuranceDentalVision401kLearning BudgetPaid Leave

Key Requirements

  • •High school degree or GED required.
  • •2 years of sales and customer service experience with ability to meet or exceed goals.
  • •Ability to ask questions, identify needs, and strengthen customer relationships through in-person and phone interactions.
  • •Demonstrated success recommending and referring products and services based on customer needs.
  • •Ability to use digital technology to support business goals and problem-solve customer issues.
Experience:2+ yearsConsumer bankingCustomer serviceSales
Education:High School
Skills:CommunicationProblem-solvingMultitaskingSelf-motivatedRelationship building
Languages:Spanish

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