Citizens Banker

Citizens Bank
United States
Full timeUSD 24.48 - 31.25 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Communication","Problem-solving","Collaboration","Multitasking","Customer focus"]

Build relationships with branch customers by providing trusted financial advice and recommending tailored solutions for spending, saving, borrowing, and investing. Use communication and problem-solving skills to identify needs, introduce customers to digital/mobile banking, and collaborate with partners in Wealth Management, Mortgage, and Business Banking. Make outbound calls to acquire customers and schedule financial checkups while following all policies, procedures, and applicable regulations.

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Citizens Bank
Citizens Bank
2 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: 4 hours agoStatus: Live

Job Summary

Build relationships with branch customers by providing trusted financial advice and recommending tailored solutions for spending, saving, borrowing, and investing. Use communication and problem-solving skills to identify needs, introduce customers to digital/mobile banking, and collaborate with partners in Wealth Management, Mortgage, and Business Banking. Make outbound calls to acquire customers and schedule financial checkups while following all policies, procedures, and applicable regulations.
Location: United States
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 financial advice and recommendations.
  • •Recommend tailored solutions to support customers’ goals across spending, saving, borrowing, and investing.
  • •Introduce customers to digital and mobile-first banking options (app and ATMs) and help with banking transactions.
  • •Collaborate with partners in Wealth Management, Mortgage, and Business Banking for complex needs.
  • •Make outbound calls to acquire customers and schedule financial checkup appointments while following all policies, cash handling procedures, and laws.

Pay and Benefits

Salary: USD 24.48 - 31.25 hourly
Perks:Health InsuranceDentalVision401kTuition AssistancePaid Leave

Key Requirements

  • •High School degree or GED required.
  • •2 years of sales and customer service experience, demonstrating the ability to meet or exceed 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.
  • •Ability to use digital technology to support business goals and solve customer issues.
Education:High School
Skills:CommunicationProblem-solvingCollaborationMultitaskingCustomer focus
Licenses:SAFE Act

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