About the position
Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills — along with your broad range of financial knowledge — you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them — like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
Responsibilities
- Get to know customers and build lasting relationships by providing trusted advice.
- Provide recommendations and assist customers with financial solutions.
- Support customers' spending, saving, borrowing, and investing needs.
- Understand customers' personal financial goals and recommend tailored solutions.
- Introduce customers to digital and mobile-first banking transactions.
- Collaborate with partners in Wealth Management, Mortgage, and Business Banking.
- Make outbound calls to acquire new customers and schedule financial checkup appointments.
- Follow all financial policies and procedures, including proper cash handling.
Requirements
- High School degree or GED required.
- 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 products and services.
- Demonstrated skills in using digital technology to support business goals.
- Aptitude to problem solve and provide solutions to customer issues.
- Recognized ability to strengthen relationships with teammates and business partners.
- 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.
Nice-to-haves
- 1 year cash handling experience.
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.
- 4 hours of paid time off annually for volunteering.
- Donations to eligible 501(c)(3) organizations matched, up to $1,000 annually.
- Promotions and opportunities to grow your career through training and coaching.
