Citizens Banker

Citizens•Worcester, MA

12d•$25 - $31

About The Position

Citizens Bankers are the face of the branch, building lasting customer relationships and providing trusted financial advice. They learn customers’ financial goals and recommend tailored solutions for spending, saving, borrowing, and investing, including planning for the future, buying a home, or opening a credit card. They also introduce customers to digital and mobile-first banking options, collaborate with Wealth Management, Mortgage, and Business Banking partners on more complex needs, and make outbound calls to acquire customers and schedule financial checkups. The role requires following financial policies and procedures, proper cash handling, and applicable state and local laws and regulations. This is a 40-hour-per-week position. The work schedule varies with branch needs and may include weekends and evenings. The salary range is $25.00–$31.25 per hour, with the opportunity to earn additional incentive earnings. Actual pay depends on factors including budget, work location, and relevant skills and experience. Candidates must complete a video interview assessment within seven days of receiving the link. The assessment takes 30–45 minutes and requires a camera- and microphone-enabled smartphone, tablet, or desktop computer. Citizens describes the work as meaningful and relationship-focused, with opportunities to contribute ideas and feedback. The company offers career growth through training, coaching, career planning, and development resources, as well as community involvement opportunities. Employment offers are conditional on successfully passing a background check, which may include credit, motor vehicle, public record, employment verification, and criminal checks.

Requirements

High school degree or GED.
Two years of sales and customer service experience, demonstrating the ability to meet or exceed goals.
Ability to ask effective questions and identify needs to improve customer relationships.
Proven success building relationships and recommending and referring products and services through in-person and phone interactions.
Demonstrated ability to use digital technology to support business goals.
Problem-solving aptitude and ability to provide solutions to customer issues.
Ability to strengthen relationships with teammates, business partners, and specialists through collaboration.
Self-motivated and confident, with the ability to multitask effectively.
Ability to work branch hours, which may include weekends and evenings.
Meet and comply with SAFE Act requirements, including successful completion of pre-employment screening checks and obtaining a unique identifier from the NMLS.
Complete a video interview assessment within seven days of receiving the link.

Nice To Haves

One year of cash handling experience.

Responsibilities

Build lasting relationships with branch customers and provide trusted financial advice.
Use communication and problem-solving skills and financial knowledge to recommend solutions for customers’ spending, saving, borrowing, and investing needs.
Learn customers’ personal financial goals and recommend tailored solutions.
Introduce customers to digital and mobile-first banking transactions through the bank’s app and ATMs.
Collaborate with Wealth Management, Mortgage, and Business Banking partners to support customers with complex financial needs.
Make outbound calls to acquire new customers and schedule financial checkup appointments.
Follow financial policies and procedures, handle cash properly, and comply with state and local laws and regulations.

Benefits

Eight 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.
Training, coaching, career planning, and development resources.
Comprehensive medical, dental, and vision coverage.
401(k) with corporate match.
Tuition assistance and education reimbursement.
Mental health and wellbeing programs.
Discounts on student loan refinancing.
Maternity and paternity leave.
Flexible work arrangements.
Paid time off policy that exceeds mandatory paid sick or paid time-away policies in every local and state jurisdiction in the United States.
Opportunity to earn additional incentive earnings.