Citizens Banker

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 25.48 - 31.25 hourlyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Communication","Problem-solving","Relationship building","Customer-centricity","Self-motivation","Multitasking","Collaboration","Persistence","Inclusion"]

Provide trusted advice as the face of the branch by learning customers’ financial goals and recommending tailored solutions for spending, saving, borrowing, and investing. Use strong communication and problem-solving to identify needs, refer products and services, and support customers via in-person and phone interactions. Introduce customers to digital/mobile banking options, collaborate with Wealth Management, Mortgage, and Business Banking partners, and make outbound calls to acquire customers and schedule checkups.

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Citizens Bank
Citizens Bank
2 months ago

Citizens Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Provide trusted advice as the face of the branch by learning customers’ financial goals and recommending tailored solutions for spending, saving, borrowing, and investing. Use strong communication and problem-solving to identify needs, refer products and services, and support customers via in-person and phone interactions. Introduce customers to digital/mobile banking options, collaborate with Wealth Management, Mortgage, and Business Banking partners, and make outbound calls to acquire customers and schedule checkups.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Help customers with financial decisions by understanding goals and providing trusted recommendations across spending, saving, borrowing, and investing.
  • •Acquire new customers and schedule financial checkup appointments via outbound calls.
  • •Introduce customers to digital and mobile-first banking options, including using the app and ATMs.
  • •Collaborate with partners in Wealth Management, Mortgage, and Business Banking for customers with more complex needs.
  • •Follow all financial policies and procedures, including proper cash handling and compliance with state and local laws and regulations.

Pay and Benefits

Salary: USD 25.48 - 31.25 hourly
Perks:Health InsuranceDentalVision401kTuition AssistanceWellness Stipend

Key Requirements

  • •High school degree or GED required.
  • •2 years of sales and customer service experience with the ability to meet or exceed goals.
  • •Ability to ask questions, identify customer needs, and strengthen customer relationships.
  • •Proven success recommending and referring products and services through in-person and phone interactions.
  • •Demonstrated ability using digital technology to support delivery of business goals; meet SAFE Act requirements including NMLS identifier.
Experience:2+ years
Education:High School
Skills:CommunicationProblem-solvingRelationship buildingCustomer-centricitySelf-motivationMultitaskingCollaborationPersistenceInclusion
Languages:US
Tech Stack:Mobile appATMsSmartphoneTabletDesktop computer

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