Citizens Banker

Citizens Bank
New Jersey
Workplace: OnsiteFull timeUSD 25 - 31.25 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Communication","Problem-solving","Relationship-building","Collaboration","Multitasking"]

Serve as the branch’s primary customer advisor, building lasting relationships through trusted financial guidance across spending, saving, borrowing, investing, and wealth needs. Use communication and problem-solving skills to uncover customer needs, recommend tailored solutions, and make outbound calls to acquire customers and set checkups. Partner with Wealth Management, Mortgage, and Business Banking teams while following KYC, SAFE Act, and cash-handling procedures.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Citizens Bank
Citizens Bank
3 days ago

Citizens Banker

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Serve as the branch’s primary customer advisor, building lasting relationships through trusted financial guidance across spending, saving, borrowing, investing, and wealth needs. Use communication and problem-solving skills to uncover customer needs, recommend tailored solutions, and make outbound calls to acquire customers and set checkups. Partner with Wealth Management, Mortgage, and Business Banking teams while following KYC, SAFE Act, and cash-handling procedures.
Location: New Jersey
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Build lasting customer relationships by providing trusted financial advice at the branch.
  • •Recommend tailored solutions for spending, saving, borrowing, investing, and related goals such as home purchase and credit cards.
  • •Introduce customers to digital and mobile-first banking options, including app and ATM usage.
  • •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 while following KYC, policies, and cash-handling procedures.

Pay and Benefits

Salary: USD 25 - 31.25 hourly
Perks:Health InsuranceDentalVision401kTuition Assistance

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.
  • •Proven success recommending and referring financial products and services, including using digital technology to support business goals.
  • •Demonstrated aptitude to problem-solve customer issues and meet SAFE Act requirements, including pre-employment screening and NMLS identifier.
Experience:Consumer bankingSalesCustomer service
Education:High School
Skills:CommunicationProblem-solvingRelationship-buildingCollaborationMultitasking
Languages:US
Tech Stack:SmartphoneTabletDesktop computerATMsMobile banking app

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