Citizens Banker

Citizens Bank•Waterford, CT

6d•$25 - $31

About The Position

Citizens Bankers are the face of the branch, building lasting customer relationships and providing trusted financial advice. The role uses communication, problem-solving and financial knowledge to recommend solutions for customers’ spending, saving, borrowing and investing needs. Bankers learn customers’ financial goals and recommend tailored options, such as planning for the future, buying a home or opening a credit card. They help customers use digital and mobile banking tools, including the bank’s app and ATMs, and collaborate with Wealth Management, Mortgage and Business Banking partners on more complex needs. The role also includes outbound calls to acquire customers and schedule financial checkups, while following financial policies and procedures, proper cash-handling practices, and applicable state and local laws and regulations. The position is scheduled for 40 hours per week. Hours vary with branch needs and may include weekends and evenings. The stated hourly salary range is $25.48–$31.25; actual pay depends on factors including budget, work location, relevant skills and experience.

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 SAFE Act requirements, including successful completion of pre-employment screening checks and obtaining a unique identifier from the NMLS.
Complete the video interview assessment within seven days of receiving the link after applying.

Nice To Haves

One year of cash-handling experience.

Responsibilities

Build customer relationships and provide trusted financial advice.
Recommend financial solutions that support customers’ spending, saving, borrowing and investing needs.
Understand customers’ financial goals and tailor recommendations to help them achieve those goals.
Introduce customers to digital and mobile banking options, including the bank’s app and ATMs.
Collaborate with Wealth Management, Mortgage and Business Banking partners on customers’ 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 applicable state and local laws and regulations.

Benefits

Eight hours of paid time off annually for volunteering, separate from regular PTO.
Eligible donations to 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 exceeding mandatory paid sick or paid time-away requirements in every local and state jurisdiction in the United States.