Citizens Banker

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 28.75 - 35.38 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Communication","Problem-solving","Customer-centricity","Relationship building","Multitasking"]

Build trusted relationships with branch customers by providing recommendations across spending, saving, borrowing, and investing needs. Use strong communication and problem-solving to identify goals, tailor solutions, and refer customers to Wealth Management, Mortgage, and Business Banking partners. Help customers adopt digital and mobile-first banking options, make outbound calls to acquire customers, and schedule financial checkup appointments while following all policies, cash-handling, and regulatory requirements.

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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: 3 hours agoStatus: Live

Job Summary

Build trusted relationships with branch customers by providing recommendations across spending, saving, borrowing, and investing needs. Use strong communication and problem-solving to identify goals, tailor solutions, and refer customers to Wealth Management, Mortgage, and Business Banking partners. Help customers adopt digital and mobile-first banking options, make outbound calls to acquire customers, and schedule financial checkup appointments while following all policies, cash-handling, and regulatory requirements.
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 and tailored financial recommendations.
  • •Help customers with spending, saving, borrowing, and investing needs and recommend solutions aligned to personal financial goals.
  • •Introduce customers to digital and mobile-first ways to handle banking transactions, including app and ATMs.
  • •Collaborate with partners in Wealth Management, Mortgage, and Business Banking for more complex customer needs.
  • •Follow cash-handling policies, state and local laws and regulations, and make outbound calls to acquire customers and schedule checkup appointments.

Pay and Benefits

Salary: USD 28.75 - 35.38 hourly
Perks:Health InsuranceDentalVision401kLearning BudgetPaid LeaveWellness Stipend

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 customer needs, and improve customer relationships.
  • •Proven success building relationships and recommending/referring products and services via in-person and phone interactions.
  • •Demonstrated ability using digital technology to support business goals, plus meeting SAFE Act and NMLS pre-employment screening requirements.
Experience:Consumer bankingFinancial servicesCustomer serviceSales
Education:High School
Skills:CommunicationProblem-solvingCustomer-centricityRelationship buildingMultitasking
Tech Stack:Mobile bankingOnline bankingATMs

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