Citizens Banker
About The Position
Citizens Bankers are the face of the branch, building lasting customer relationships and providing trusted financial advice. They learn customers’ financial goals and recommend tailored solutions for spending, saving, borrowing, and investing, including planning for the future, purchasing a home, or opening a credit card. The role also introduces customers to digital and mobile banking options, collaborates with Wealth Management, Mortgage, and Business Banking partners on complex needs, and makes outbound calls to acquire customers and schedule financial checkups. Bankers follow financial policies and procedures, including proper cash handling and applicable state and local laws and regulations. The role requires working branch hours, which may vary with branch needs and include evenings and weekends. The schedule is 40 hours per week. Applicants must complete a self-guided video interview assessment after applying, and employment offers are contingent on successfully passing a background check.
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.
- Ability to solve problems and provide solutions to customer issues.
- Ability to strengthen relationships with teammates, business partners, and specialists through collaboration.
- Self-motivated, confident, and able to multitask effectively.
- Ability to work branch hours, which may include evenings and weekends.
- Must meet SAFE Act requirements, including successful completion of pre-employment screening checks and obtaining a unique identifier from the NMLS.
- Must complete a video interview assessment within 7 days of receiving the link.
Nice To Haves
- 1 year of cash handling experience.
Responsibilities
- Build lasting customer relationships by learning customers’ financial goals and providing trusted advice.
- Ask questions to identify customer needs and recommend tailored financial solutions for spending, saving, borrowing, and investing.
- Introduce customers to digital and mobile-first banking transactions, including the bank’s app and ATMs.
- Collaborate with Wealth Management, Mortgage, and Business Banking partners to support customers with complex financial 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
- 8 hours of paid time off annually for volunteering, separate from regular PTO.
- Donations to eligible 501(c)(3) organizations matched up to $1,000 annually.
- Career development opportunities, including training, coaching, career planning, and development resources.
- 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.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
