Citizens Banker

Citizens Bank
New York
Workplace: OnsiteFull timeUSD 28.75 - 35.38 hourlyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Communication","Problem-solving","Relationship building","Collaboration","Self-motivation"]

Build lasting customer relationships by providing trusted financial advice and recommendations for spending, saving, borrowing, and investing. Use strong communication and problem-solving skills to understand customer needs, introduce digital and mobile-first banking options, and collaborate with partners across Wealth Management, Mortgage, and Business Banking. Make outbound calls to acquire new customers and schedule financial checkup appointments while following cash handling, policies, and applicable regulations.

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Citizens Bank
Citizens Bank
3 days ago

Citizens Banker

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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 lasting customer relationships by providing trusted financial advice and recommendations for spending, saving, borrowing, and investing. Use strong communication and problem-solving skills to understand customer needs, introduce digital and mobile-first banking options, and collaborate with partners across Wealth Management, Mortgage, and Business Banking. Make outbound calls to acquire new customers and schedule financial checkup appointments while following cash handling, policies, and applicable regulations.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide trusted advice and recommendations for customers’ spending, saving, borrowing, and investing needs.
  • •Learn customers’ personal financial goals and recommend tailored solutions (e.g., future planning, home buying, credit cards).
  • •Introduce customers to digital and mobile-first ways to handle banking transactions via app and ATMs.
  • •Collaborate with Wealth Management, Mortgage, and Business Banking partners for more complex customer needs.
  • •Make outbound calls to acquire customers and schedule financial checkup appointments while following cash handling procedures and regulations.

Pay and Benefits

Salary: USD 28.75 - 35.38 hourly
Perks:Health InsuranceDentalVision401kTuition AssistanceWellness StipendRetirement BenefitsPaid Leave

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 and identify customer needs to improve the relationship.
  • •Proven success building relationships and recommending/referring financial products and services in-person and by phone.
  • •Demonstrated ability using digital technology to support business goals, plus aptitude for problem-solving customer issues.
Experience:2+ yearsConsumer bankingFinancial services
Education:High School
Skills:CommunicationProblem-solvingRelationship buildingCollaborationSelf-motivation
Licenses:SAFE ActNMLS
Languages:US
Tech Stack:Mobile bankingDigital technologyATMs

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