Citizens Banker

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 24.69 - 26.84 hourlyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Communication","Problem-solving","Relationship building","Customer-centricity","Multitasking","Self-motivation","Collaboration","Customer experience"]

Build lasting customer relationships in a bank branch by providing trusted advice and recommending tailored financial solutions for spending, saving, borrowing, and investing needs. Use communication and problem-solving skills to identify customer needs, handle proper cash procedures, and follow KYC and other policies. Collaborate with Wealth Management, Mortgage, and Business Banking partners for more complex requirements, and make outbound calls to acquire customers and schedule checkup appointments.

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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: 22 hours agoStatus: Live

Job Summary

Build lasting customer relationships in a bank branch by providing trusted advice and recommending tailored financial solutions for spending, saving, borrowing, and investing needs. Use communication and problem-solving skills to identify customer needs, handle proper cash procedures, and follow KYC and other policies. Collaborate with Wealth Management, Mortgage, and Business Banking partners for more complex requirements, and make outbound calls to acquire customers and schedule checkup appointments.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide trusted advice and financial recommendations to support customers’ spending, saving, borrowing, and investing needs.
  • •Get to know customers’ goals and recommend tailored solutions (e.g., planning for the future, buying a home, opening credit cards).
  • •Introduce customers to digital and mobile-first banking options (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 make outbound calls to acquire new customers and schedule checkup appointments.

Pay and Benefits

Salary: USD 24.69 - 26.84 hourly
Perks:Health InsuranceDentalVision401kTuition AssistanceRetirement BenefitsFlexible Work

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 effectively ask questions and identify needs to improve the customer relationship.
  • •Proven success building relationships and recommending/referring products and services through in-person and phone interactions.
  • •Ability to use digital technology to support delivery of business goals.
Experience:2+ years
Education:High School
Skills:CommunicationProblem-solvingRelationship buildingCustomer-centricityMultitaskingSelf-motivationCollaborationCustomer experience

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