Citizens Banker

Citizens•Quincy, 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 use communication and problem-solving skills and financial knowledge to recommend solutions for customers’ spending, saving, borrowing, and investing needs. Bankers learn about customers’ financial goals and recommend tailored options, introduce digital and mobile banking tools, and work with Wealth Management, Mortgage, and Business Banking partners on more complex needs. The role also includes making outbound calls to acquire customers and schedule financial checkups, while following financial policies and procedures and complying with cash-handling requirements and applicable laws and regulations. The position works 40 hours per week. The schedule varies based on branch needs and may include weekends and evenings. The listed pay range is $25.00–$31.25 per hour, with an opportunity for additional incentive earnings. Actual pay depends on factors including budget, work location, and relevant skills and experience.

Requirements

High school degree or GED.
At least 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals.
Ability to ask effective questions and identify customer 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.
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 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 7 days of receiving the link; the assessment requires a camera- and microphone-enabled smartphone, tablet, or desktop computer.

Nice To Haves

1 year of cash-handling experience.

Responsibilities

Build customer relationships and provide trusted advice on financial needs.
Recommend tailored financial solutions for customers’ spending, saving, borrowing, and investing needs.
Introduce customers to digital and mobile banking options, 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 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

8 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.
Competitive pay and opportunity for additional incentive earnings.
Paid time off policy that exceeds mandatory paid sick or paid time-away requirements in every U.S. local and state jurisdiction.