Citizens Banker

Citizens Bank
New York
Workplace: OnsiteFull timeUSD 28.75 - 35.38 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Communication","Problem-solving","Customer relationship management","Collaboration","Multitasking"]

Build lasting customer relationships at a branch by advising on spending, saving, borrowing, and investing needs. Use strong communication and problem-solving to uncover customer goals and recommend tailored solutions like mortgages, wealth products, credit cards, and digital/mobile banking options. Collaborate with Wealth Management, Mortgage, and Business Banking partners, 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
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: 8 hours agoStatus: Live

Job Summary

Build lasting customer relationships at a branch by advising on spending, saving, borrowing, and investing needs. Use strong communication and problem-solving to uncover customer goals and recommend tailored solutions like mortgages, wealth products, credit cards, and digital/mobile banking options. Collaborate with Wealth Management, Mortgage, and Business Banking partners, make outbound calls to acquire customers, and schedule financial checkup appointments while following all policies, cash-handling, and regulatory requirements.
Location: New York
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.
  • •Recommend tailored financial solutions for customers’ goals across spending, saving, borrowing, and investing needs.
  • •Introduce customers to digital and mobile-first banking options (app and ATMs) to handle transactions.
  • •Collaborate with partners in Wealth Management, Mortgage, and Business Banking for more complex needs.
  • •Make outbound calls to acquire new customers and schedule financial checkup appointments; follow cash-handling and regulatory policies.

Pay and Benefits

Salary: USD 28.75 - 35.38 hourly
Perks:Health InsuranceDentalVision401kTuition AssistancePaid Leave

Key Requirements

  • •High school degree or GED required.
  • •Prior banking experience required.
  • •2 years of sales and customer service experience demonstrating ability to meet or exceed goals.
  • •Proven success building relationships and recommending/referring products and services in-person and by phone.
  • •Demonstrated ability to use digital technology and problem-solve customer issues; comply with SAFE Act requirements and pre-employment screening/NMLS identifier.
Experience:BankingConsumer bankingSalesCustomer service
Education:High School in High School Graduate/GED
Skills:CommunicationProblem-solvingCustomer relationship managementCollaborationMultitasking
Licenses:NMLS
Tech Stack:Mobile bankingDigital 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