Banker I

Citizens Bank•Indianapolis, IN

About The Position

Under general supervision and in line with established policies and procedures, the Banker I serves as a primary service and sales contact for Bank customers. The role performs basic entry-level functions, including processing everyday transactions, creating monetary instruments, referring customers to checking, savings, and other account-based products, and helping customers identify and adopt solutions to protect their money from fraud. The Banker I represents the bank professionally and courteously, supports customer relationships, handles cash and negotiable instruments accurately, and provides service in a team environment. The position also opens personal deposit accounts, completes higher-level customer requests in accordance with bank standards, and performs tasks needed to secure company assets.

Requirements

  • High school diploma or equivalent.
  • Two years of customer service experience or completion of internal Banker Pathway I.
  • Ability to read, write, and speak English.
  • Ability to count currency and coin and perform simple arithmetic calculations.
  • Strong computer skills with desktop and handheld platforms.
  • Ability to use and navigate apps effectively.
  • Ability to communicate clearly and demonstrate interpersonal skills necessary to represent the bank when dealing with customers.
  • Ability to exercise critical thinking skills.
  • Successful completion of a credit check, drug screen, and background check.
  • Flexible schedule Monday through Friday and availability on Saturday mornings.
  • Ability to stand for long periods while providing customer service.
  • Ability to lift and carry cash drawers and coin bags weighing up to 25 pounds.

Nice To Haves

  • One year of experience in a consultative sales environment.

Responsibilities

  • Represent the bank to customers in a courteous, professional manner and engage in behaviors that advance their relationships with the bank.
  • Process everyday and other bank-related transactions in ways that deepen customer relationships.
  • Practice strong Know-Your-Customer (KYC) standards and work to become a trusted advisor to community members.
  • Handle cash and negotiable instruments accurately and watch for fraudulent activity.
  • Cross-sell bank services in accordance with individual and branch performance goals.
  • Work as part of a team and provide excellent customer service.
  • Complete tasks necessary to secure company assets.
  • Uphold established customer and employee service standards.
  • Accurately open personal deposit accounts and complete higher-level customer requests in accordance with bank standards.
  • Refer customers to checking, savings, and other account-based products.
  • Help customers identify and adopt solutions to protect their money from fraud.
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