Citizens Banker

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 25.48 - 31.25 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Communication","Problem-solving","Relationship building","Collaboration","Self-motivation"]

Serve as the branch’s customer-facing advisor by building relationships and using financial knowledge to recommend tailored solutions for spending, saving, borrowing, and investing needs. Provide guidance on goals like buying a home or planning for the future, help customers use digital/mobile banking tools, and collaborate with Wealth Management, Mortgage, and Business Banking partners. Conduct outbound outreach to acquire customers and schedule financial checkup appointments while following all policies, cash-handling procedures, and applicable regulations.

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Citizens Bank
Citizens Bank
2 days ago

Citizens Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Serve as the branch’s customer-facing advisor by building relationships and using financial knowledge to recommend tailored solutions for spending, saving, borrowing, and investing needs. Provide guidance on goals like buying a home or planning for the future, help customers use digital/mobile banking tools, and collaborate with Wealth Management, Mortgage, and Business Banking partners. Conduct outbound outreach to acquire customers and schedule financial checkup appointments while following all policies, cash-handling procedures, and applicable regulations.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Get to know customers and build lasting relationships by providing trusted advice.
  • •Recommend and assist with financial solutions across spending, saving, borrowing, and investing needs.
  • •Help customers plan for goals such as buying a home, opening a credit card, and long-term financial planning.
  • •Introduce customers to digital and mobile-first ways to handle banking transactions, including app and ATMs.
  • •Make outbound calls to acquire customers and schedule financial checkup appointments, following all financial policies and procedures including cash handling and regulations.

Pay and Benefits

Salary: USD 25.48 - 31.25 hourly
Perks:Health InsuranceDentalVision401kTuition AssistanceWellness StipendRetirement BenefitsMaternity LeavePaternity LeavePaid Leave

Key Requirements

  • •High school degree or GED required.
  • •2 years of sales and customer service experience, with experience meeting or exceeding goals.
  • •Ability to ask questions, identify customer needs, and improve the customer relationship.
  • •Proven success building relationships and recommending/referring products and services via in-person and phone interactions.
  • •Demonstrated ability to use digital technology to support business goals.
Experience:Consumer bankingSalesCustomer serviceWealth management
Education:High School in High School Graduate/GED
Skills:CommunicationProblem-solvingRelationship buildingCollaborationSelf-motivation
Tech Stack:Mobile bankingOnline bankingATMsSmartphoneTabletDesktop

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