Citizens Banker

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 25+ hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Communicating effectively","Problem-solving","Building relationships","Customer-centricity","Self-motivated"]

Build trusted customer relationships at a bank branch by providing recommendations for spending, saving, borrowing, and investing needs. Use strong communication and problem-solving to identify customer goals, refer products, and introduce digital and mobile-first banking options (app and ATMs). Collaborate with Wealth Management, Mortgage, and Business Banking partners, make outbound calls to acquire customers, and schedule financial checkups while following cash handling and compliance policies.

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Citizens Bank
Citizens Bank
1 day ago

Citizens Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Build trusted customer relationships at a bank branch by providing recommendations for spending, saving, borrowing, and investing needs. Use strong communication and problem-solving to identify customer goals, refer products, and introduce digital and mobile-first banking options (app and ATMs). Collaborate with Wealth Management, Mortgage, and Business Banking partners, make outbound calls to acquire customers, and schedule financial checkups while following cash handling and compliance policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide trusted advice and recommendations for customers’ financial needs, including spending, saving, borrowing, and investing.
  • •Learn customers’ personal financial goals and recommend tailored solutions (e.g., future planning, home buying, credit cards).
  • •Introduce customers to digital and mobile-first banking options, including the bank app and ATMs.
  • •Collaborate with Wealth Management, Mortgage, and Business Banking partners for more complex needs.
  • •Follow all financial policies and procedures, including proper cash handling, relevant laws/regulations, and SAFE Act requirements.

Pay and Benefits

Salary: USD 25 hourly
Perks:Health InsuranceDentalVision401kTuition Assistance

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, identify needs, and improve the customer relationship.
  • •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 and solve customer issues; work branch hours including weekends and evenings.
Education:High School
Skills:Communicating effectivelyProblem-solvingBuilding relationshipsCustomer-centricitySelf-motivated
Licenses:NMLS

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