Citizens Banker - Bilingual - Spanish or Portuguese
About The Position
Citizens Bankers are the face of the branch, dedicating their time to understanding customers and building lasting relationships by offering trusted advice. This role involves using strong communication and problem-solving skills, along with broad financial knowledge, to provide recommendations and assist customers with financial solutions for spending, saving, borrowing, and investing needs. You will get to know customers' personal financial goals and recommend tailored solutions, introduce them to digital and mobile banking options, and collaborate with partners in Wealth Management, Mortgage, and Business Banking for more complex needs. The role also includes making outbound calls to acquire new customers and schedule financial checkups, while adhering to all financial policies, procedures, cash handling, and legal regulations.
Requirements
- High School degree or GED required
- Bilingual in Spanish or Portuguese
- 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
- Ability to effectively ask questions and identify needs to improve the customer relationship
- Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
- Demonstrated skills in using digital technology to support the delivery of business goals
- Aptitude to problem solve and provide solutions to customer issues
- Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
- Self-motivated, confident and ability to multitask effectively
- Ability to work branch hours, which can include weekends and evenings
- Meet and comply with all requirements set forth in the SAFE Act, including successful completion of pre-employment screening checks and obtaining a unique identifier from the NMLS.
- Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link.
Nice To Haves
- 1 year cash handling experience
Responsibilities
- Provide recommendations and assist customers with financial solutions supporting spending, saving, borrowing and investing needs.
- Get to know customers’ personal financial goals and recommend tailored solutions to help achieve them.
- Introduce customers to digital and mobile-first ways to handle banking transactions.
- Collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs.
- Make outbound calls to acquire new customers and schedule financial checkup appointments.
- Follow all financial policies and procedures, including proper cash handling, state and local laws and regulations.
Benefits
- Comprehensive health care coverage, including medical, dental and vision plans
- 401K with corporate match
- Tuition assistance
- Mental health and wellbeing programs
- Discounts on student loan refinancing
- 8 hours of paid time off annually for volunteering, separate from regular PTO
- Donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
- Promotions and opportunities to grow your career through training, coaching, career planning and development resources
- Competitive pay
- Retirement benefits
- Maternity/paternity leave
- Flexible work arrangements
- Education reimbursement
- Wellness programs
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
