Citizens Banker

Citizens Financial Group•Levittown, NY

About The Position

Citizens Bankers are the face of the branch, getting to know customers and building lasting relationships by providing trusted 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’ financial goals and suggest tailored options, such as planning for the future, buying a home, or opening a credit card. They also introduce customers to digital and mobile-first banking options, including the bank’s app and ATMs, and collaborate with Wealth Management, Mortgage, and Business Banking partners on complex needs. The role includes making outbound calls to acquire customers and schedule financial checkups. Bankers must follow financial policies and procedures, including proper cash handling and applicable state and local laws and regulations. The position offers 40 hours per week, with a schedule that varies with branch needs and may include weekends and evenings. The salary range is $25–$31.25 per hour, with the opportunity to earn additional incentive earnings.

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 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.
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 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 its link.

Nice To Haves

At least 1 year of cash handling experience.

Responsibilities

Build relationships with customers and provide trusted financial advice.
Identify customers’ financial goals and recommend tailored solutions for spending, saving, borrowing, and investing needs.
Introduce customers to digital and mobile-first banking options, 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 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.
Eligible 501(c)(3) donations matched up to $1,000 annually.
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.
Wellness programs.
Paid time off policy that exceeds the mandatory paid sick or paid time-away policy of every local and state jurisdiction in the United States.
Opportunity to earn additional incentive earnings.