Citizens Banker

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 24.48 - 31.25 hourlyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Communication","Problem-solving","Customer relationship building","Collaboration","Multitasking"]

Serve as the face of the branch by building customer relationships and delivering trusted, personalized financial advice. Use your communication and problem-solving skills to recommend solutions for spending, saving, borrowing, and investing, and introduce customers to digital/mobile-first banking tools. Collaborate with Wealth Management, Mortgage, and Business Banking partners and make outbound calls to acquire customers and schedule financial checkups, while following policies, cash handling, and all relevant 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

Serve as the face of the branch by building customer relationships and delivering trusted, personalized financial advice. Use your communication and problem-solving skills to recommend solutions for spending, saving, borrowing, and investing, and introduce customers to digital/mobile-first banking tools. Collaborate with Wealth Management, Mortgage, and Business Banking partners and make outbound calls to acquire customers and schedule financial checkups, while following policies, cash handling, and all relevant 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.
  • •Provide recommendations and assist customers with financial solutions for spending, saving, borrowing, and investing.
  • •Understand customers’ goals and recommend tailored solutions such as future planning, home buying, or credit card needs.
  • •Introduce customers to digital and mobile-first ways to handle banking transactions.
  • •Make outbound calls to acquire new customers and schedule financial checkup appointments, following all policies and regulations including cash handling.

Pay and Benefits

Salary: USD 24.48 - 31.25 hourly
Perks:Health InsuranceDentalVision401kTuition AssistanceRetirement BenefitsMaternity LeavePaternity LeaveWellness StipendFlexible Work

Key Requirements

  • •High school degree or GED required.
  • •2 years of sales and customer service experience with a track record of meeting or exceeding goals.
  • •Proven ability to build relationships and recommend/ref­er products and services through in-person and phone interactions.
  • •Demonstrated skills using digital technology to support business goals.
  • •Meet and comply with all requirements set forth in the SAFE Act, including successful pre-employment screening and obtaining a unique identifier from the NMLS.
Experience:2+ yearsCustomer service
Education:High School
Skills:CommunicationProblem-solvingCustomer relationship buildingCollaborationMultitasking
Licenses:SAFE ActNMLS unique identifier
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