Citizens Banker

Citizens • Newark, DE

6h • Onsite

About The Position

Citizens Bankers are the face of the branch, dedicating their time to understanding customers and building lasting relationships through trusted financial advice. This role involves leveraging strong communication and problem-solving skills, along with broad financial knowledge, to provide recommendations and assist customers with solutions for spending, saving, borrowing, and investing needs. You will identify customers' personal financial goals and offer tailored solutions, such as planning for the future, home buying, or opening new credit cards. The position also requires introducing customers to digital and mobile banking options, collaborating with partners in Wealth Management, Mortgage, and Business Banking for complex financial needs, and making outbound calls to acquire new customers and schedule financial checkup appointments. All responsibilities must be performed in adherence to financial policies, procedures, proper cash handling, and all state and local laws and regulations.

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 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, but not limited to successful completion of the 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, like on our app or through our ATMs.
• 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

• Meaningful work & relationships – You’ll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
• Commitment to community – Give back with 8 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
• Career opportunities, reward, and upskilling – See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
• Exceptional benefits – Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees