Citizens Banker

Citizens•Sharon, MA

5d•$28 - $34•Onsite

About The Position

Citizens Bankers are the face of the branch, building lasting customer relationships by getting to know customers and providing trusted financial advice. They use communication, problem-solving, and financial knowledge to recommend solutions for customers’ spending, saving, borrowing, and investing needs. Bankers learn about customers’ financial goals and recommend tailored options, such as planning for the future, buying a home, or opening a credit card. They also introduce customers to digital and mobile banking tools, including the bank’s app and ATMs, and collaborate with Wealth Management, Mortgage, and Business Banking partners on more complex needs. The role includes making outbound calls to acquire customers and schedule financial checkups. Bankers must follow financial policies and procedures, including cash-handling requirements and applicable state and local laws and regulations. The position offers 40 hours per week, with a schedule that varies based on branch needs and may include evenings and weekends. The posting gives a starting salary of $25 per hour and up, and separately lists a pay range of $27.50–$34.37 per hour, with the opportunity to earn additional incentive earnings. Actual pay depends on factors including budget, work location, skills, and experience.

Requirements

High school degree or GED.
Two 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 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 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 self-guided assessment takes 30–45 minutes and requires a camera- and microphone-enabled smartphone, tablet, or desktop computer.

Nice To Haves

One year of cash-handling experience.

Responsibilities

Build lasting customer relationships by understanding customers’ financial goals and providing trusted advice.
Recommend financial solutions supporting customers’ spending, saving, borrowing, and investing needs.
Identify 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 banking options, including the bank’s app and ATMs.
Collaborate with Wealth Management, Mortgage, and Business Banking partners to address customers’ more 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

Eight 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.
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.
Paid time off policy exceeding mandatory paid sick or paid time-away requirements of local and state jurisdictions.