Citizens Banker

Citizens Bank
Pennsylvania
Workplace: OnsiteFull timeUSD 25+ hourlyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Communication","Problem-solving","Relationship building","Customer-centricity","Persistence"]

Serve as the face of the branch by building lasting customer relationships and providing trusted financial advice. Use strong communication and problem-solving to recommend and refer banking products for customers’ spending, saving, borrowing, investing, and longer-term goals. Partner with teams in Wealth Management, Mortgage, and Business Banking, introduce customers to mobile and digital banking, and make outbound calls to acquire customers and schedule checkups. Follow all cash handling and compliance policies.

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Citizens Bank
Citizens Bank
4 days ago

Citizens Banker

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live
Reposted: first listed 3 weeks ago

Job Summary

Serve as the face of the branch by building lasting customer relationships and providing trusted financial advice. Use strong communication and problem-solving to recommend and refer banking products for customers’ spending, saving, borrowing, investing, and longer-term goals. Partner with teams in Wealth Management, Mortgage, and Business Banking, introduce customers to mobile and digital banking, and make outbound calls to acquire customers and schedule checkups. Follow all cash handling and compliance policies.
Location: Pennsylvania
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Get to know customers and build lasting relationships while providing trusted advice.
  • •Provide recommendations and assist customers with financial solutions across spending, saving, borrowing, and investing.
  • •Understand customers’ goals and recommend tailored solutions (e.g., planning, home buying, credit cards).
  • •Introduce customers to digital and mobile-first banking ways to handle transactions.
  • •Collaborate with Wealth Management, Mortgage, and Business Banking partners and make outbound calls to acquire customers and schedule checkups.

Pay and Benefits

Salary: USD 25 hourly
Perks:Health InsuranceDentalVision401kTuition Assistance

Key Requirements

  • •High school degree or GED required.
  • •2+ years of sales and customer service experience, with a demonstrated ability to meet or exceed goals.
  • •Ability to ask questions to identify customer needs and improve the customer relationship.
  • •Proven success building relationships and recommending/referring products and services in person and by phone.
  • •Demonstrated skills using digital technology, plus the ability to problem-solve customer issues.
Experience:2+ yearsConsumer bankingCustomer serviceSales
Education:High School
Skills:CommunicationProblem-solvingRelationship buildingCustomer-centricityPersistence
Licenses:SAFE ActNMLS
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