Citizens Banker

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

Help customers at the branch by building relationships and providing trusted financial advice across spending, saving, borrowing, and investing needs. Use communication and problem-solving to identify customer needs, recommend and refer products, and support digital/mobile-first banking experiences. Collaborate with Wealth Management, Mortgage, and Business Banking partners for more complex goals while meeting compliance, cash-handling, and SAFE Act requirements.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Citizens Bank
Citizens Bank
1 day 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: similar role first listed 4 weeks ago

Job Summary

Help customers at the branch by building relationships and providing trusted financial advice across spending, saving, borrowing, and investing needs. Use communication and problem-solving to identify customer needs, recommend and refer products, and support digital/mobile-first banking experiences. Collaborate with Wealth Management, Mortgage, and Business Banking partners for more complex goals while meeting compliance, cash-handling, and SAFE Act requirements.
Location: New Jersey
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Build lasting customer relationships by providing trusted advice and recommendations for financial solutions across spending, saving, borrowing, and investing.
  • •Assess customer needs, support goal-based planning (e.g., future planning, buying a home, and credit card needs), and refer to appropriate products and services.
  • •Introduce customers to digital and mobile-first banking tools, including using the app and ATMs to handle transactions.
  • •Collaborate with Wealth Management, Mortgage, and Business Banking partners to support more complex customer financial needs.
  • •Make outbound calls to acquire new customers and schedule financial checkup appointments, following policies, procedures, cash handling, and laws/regulations.

Pay and Benefits

Salary: USD 25.48 - 31.25 hourly
Perks:Health InsuranceDentalVision401kTuition AssistanceWellness StipendParental LeavePaid Leave

Key Requirements

  • •High school degree or GED required; must meet SAFE Act requirements, including NMLS pre-employment screening and obtaining a unique identifier from NMLS.
  • •2 years of sales experience with demonstrated ability to meet or exceed goals and strong prospecting abilities.
  • •Ability to ask questions, identify customer needs, and improve relationships.
  • •Proven success building relationships and recommending/referring products and services via in-person and phone interactions.
  • •Demonstrated ability using digital technology to support business goals and the capacity to problem-solve customer issues.
Experience:2+ yearsFinancial servicesConsumer bankingWealth management
Education:High School
Skills:CommunicationProblem-solvingRelationship buildingCollaborationMultitasking
Licenses:NMLS
Tech Stack:Digital bankingMobile 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