Citizens Banker

Citizens Financial Group • Jenkintown, PA

5d

About The Position

Citizens Bankers are the face of the branch, building lasting customer relationships and providing trusted financial advice. They learn customers’ personal financial goals and recommend tailored solutions for spending, saving, borrowing, and investing, including planning for the future, buying a home, or opening a credit card. They also help customers use digital and mobile banking services, collaborate with Wealth Management, Mortgage, and Business Banking partners on more complex needs, and make outbound calls to acquire customers and schedule financial checkups. The role requires following 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 a demonstrated ability to meet or exceed goals.
• Ability to ask effective questions and identify customer needs to improve 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.
• Problem-solving aptitude and ability to 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 can include weekends and evenings.
• Must meet and comply with SAFE Act requirements, including successful completion of pre-employment screening checks and obtaining a unique identifier from the NMLS.
• Qualified candidates must complete a video interview assessment within 7 days of receiving the link.

Nice To Haves

• 1 year of cash handling experience.

Responsibilities

• Build positive, lasting relationships with customers and provide trusted financial advice.
• Identify customers’ financial goals and recommend tailored financial products and solutions.
• Support customers’ spending, saving, borrowing, and investing needs.
• Introduce customers to digital and mobile-first banking, 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 new customers and schedule financial checkup appointments.
• Follow financial policies and procedures, including proper cash handling and 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.
• Training, coaching, career planning, and development resources.
• Comprehensive health care coverage, including medical, dental, and vision plans.
• 401(k) with corporate match.
• Tuition assistance.
• Mental health and wellbeing programs.
• Discounts on student loan refinancing.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED