Citizens Banker

Citizens Bank
Massachusetts
Workplace: OnsiteFull timeUSD 25.48 - 31.25 hourlyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Communication","Problem-solving","Relationship building","Collaboration","Multitasking"]

Build lasting relationships with branch customers by providing trusted advice and recommendations for spending, saving, borrowing, and investing needs. Use communication and problem-solving skills to identify customer needs, refer products and services, and support delivery through in-person and phone interactions. Collaborate with Wealth Management, Mortgage, and Business Banking partners for complex requests, while making outbound calls and scheduling financial checkups. Follow all financial policies, procedures, and regulations.

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Citizens Bank
Citizens Bank
2 months 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: 9 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Build lasting relationships with branch customers by providing trusted advice and recommendations for spending, saving, borrowing, and investing needs. Use communication and problem-solving skills to identify customer needs, refer products and services, and support delivery through in-person and phone interactions. Collaborate with Wealth Management, Mortgage, and Business Banking partners for complex requests, while making outbound calls and scheduling financial checkups. Follow all financial policies, procedures, and regulations.
Location: Massachusetts
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Get to know customers’ personal financial goals and recommend tailored solutions for needs like home buying, credit cards, and future planning.
  • •Assist customers with spending, saving, borrowing, and investing needs using trusted advice.
  • •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 to support complex financial needs.
  • •Make outbound calls to acquire customers and schedule financial checkup appointments, following all policies and regulations.

Pay and Benefits

Salary: USD 25.48 - 31.25 hourly
Perks:MedicalDentalVision401kTuition AssistanceHealth InsurancePaid Leave

Key Requirements

  • •High school degree or GED required.
  • •2 years of sales and customer service experience, demonstrating ability to meet or exceed goals.
  • •Ask questions to identify customer needs and improve the customer relationship.
  • •Proven success building relationships and recommending/referring products through in-person and phone interactions.
  • •Demonstrated ability using digital technology to support business goals, plus aptitude to solve customer issues and meet SAFE Act/NMLS requirements.
Experience:2+ yearsConsumer bankingCustomer serviceSales
Education:High School
Skills:CommunicationProblem-solvingRelationship buildingCollaborationMultitasking

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