Citizens Banker

Citizens Financial Group•Brooklyn, NY

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 broad financial knowledge to recommend solutions for customers’ spending, saving, borrowing, and investing needs. They learn customers’ financial goals and suggest tailored options, such as planning for the future, buying a home, or opening a credit card. Citizens Bankers introduce customers to digital and mobile banking, including the bank’s app and ATMs. They collaborate with Wealth Management, Mortgage, and Business Banking partners to address more complex needs, and make outbound calls to acquire customers and schedule financial checkups. They follow financial policies and procedures, including proper cash handling and applicable state and local laws and regulations.

Requirements

High school degree or GED.
At least 2 years of sales and customer service experience, with demonstrated 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.
Aptitude for problem-solving and providing 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 may include weekends and evenings.
Meet and comply with all 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 7 days of receiving the link.

Nice To Haves

At least 1 year of cash handling experience.

Responsibilities

Build lasting customer relationships and provide trusted financial advice.
Identify customers’ financial goals and recommend tailored solutions for spending, saving, borrowing, and investing.
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 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.
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.
Wellness programs.
Additional incentive earnings opportunity.