Citizens Banker

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 25+ hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Communication","Problem-solving","Relationship-building","Multitasking","Self-motivation"]

Serve as the face of the branch by building lasting customer relationships and providing trusted financial advice. Use communication and problem-solving skills to recommend solutions for spending, saving, borrowing, and investing, and to help customers reach goals such as buying a home or opening new credit. Introduce digital and mobile-first banking tools, collaborate with internal partners for more complex needs, and make outbound calls to acquire customers and schedule financial checkups while following all policies, including cash handling and regulations.

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Citizens Bank
Citizens Bank
1 month ago

Citizens Banker

âś“ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Serve as the face of the branch by building lasting customer relationships and providing trusted financial advice. Use communication and problem-solving skills to recommend solutions for spending, saving, borrowing, and investing, and to help customers reach goals such as buying a home or opening new credit. Introduce digital and mobile-first banking tools, collaborate with internal partners for more complex needs, and make outbound calls to acquire customers and schedule financial checkups while following all policies, including cash handling and regulations.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Build lasting customer relationships and provide trusted advice as the face of the branch.
  • •Recommend and assist customers with financial solutions for spending, saving, borrowing, and investing needs.
  • •Learn customers’ personal financial goals and recommend tailored solutions (e.g., future planning, home buying, new credit cards).
  • •Introduce customers to digital and mobile-first ways to handle banking transactions, including the bank app and ATMs.
  • •Collaborate with internal partners (Wealth Management, Mortgage, Business Banking), make outbound calls to acquire customers, schedule checkups, and follow policies for cash handling and applicable laws/regulations.

Pay and Benefits

Salary: USD 25 hourly
Perks:Health InsuranceDentalVision401kTuition AssistanceDiscounts

Key Requirements

  • •High School degree or GED required.
  • •2 years of sales and customer service experience, demonstrating ability to meet or exceed goals.
  • •Ability to ask questions and identify needs to improve the customer relationship.
  • •Proven success building relationships and recommending/referring financial products and services in person and by phone.
  • •Meet and comply with SAFE Act requirements, including successful pre-employment screening and obtaining a unique identifier from the NMLS.
Education:High School
Skills:CommunicationProblem-solvingRelationship-buildingMultitaskingSelf-motivation

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