Citizens Banker

Citizens • Westerly, RI

16h • $25

About The Position

Citizens Bankers are the face of the branch, getting to know customers and building lasting relationships by providing trusted financial advice. They use communication and problem-solving skills and financial knowledge to recommend solutions for customers’ spending, saving, borrowing, and investing needs. They learn customers’ personal financial goals and recommend tailored options, introduce customers to digital and mobile-first banking services, and collaborate with Wealth Management, Mortgage, and Business Banking partners on more complex needs. The role also makes outbound calls to acquire new customers and schedule financial checkup appointments, while following financial policies and procedures and applicable laws and regulations, including proper cash handling.

The position offers a starting salary of $25 per hour and up, and a 40-hour workweek. The schedule varies with branch needs and may include weekends and evenings. Candidates must complete a video interview assessment after applying. An offer is contingent upon successfully passing a background check.

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 skill using digital technology to support business goals.
• Ability to solve problems and provide solutions to customer issues.
• Ability to strengthen relationships with teammates, business partners, and specialists through collaboration.
• Self-motivation, confidence, and ability to multitask effectively.
• Ability to work branch hours, which can 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; the assessment requires a camera- and microphone-enabled smartphone, tablet, or desktop computer.
• Successfully pass a background check as a condition of an employment offer.

Nice To Haves

• One year of cash handling experience.

Responsibilities

• Build lasting customer relationships by learning customers’ financial goals and providing trusted advice.
• Recommend financial solutions for customers’ spending, saving, borrowing, and investing needs.
• Recommend tailored options to help customers achieve goals such as planning for the future, buying a home, or opening a credit card.
• Introduce customers to digital and mobile-first banking services, including the bank’s app and ATMs.
• Collaborate with Wealth Management, Mortgage, and Business Banking partners to address complex customer needs.
• Make outbound calls to acquire new customers and schedule financial checkup appointments.
• Follow financial policies and procedures, including proper cash handling and 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, with promotion and career-growth opportunities.
• Comprehensive health care coverage, including medical, dental, and vision plans.
• 401(k) with corporate match.
• Tuition assistance.
• Mental health and wellbeing programs.
• Discounts on student loan refinancing.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED