Citizens Banker

Citizens • Warwick, RI

12d • $25

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 and problem-solving skills, along with financial knowledge, to recommend solutions for customers’ spending, saving, borrowing, and investing needs. They learn customers’ financial goals and suggest tailored products and services, introduce digital and mobile banking options, and work with Wealth Management, Mortgage, and Business Banking partners on more complex needs. The role also makes outbound calls to acquire customers and schedule financial checkups, while following financial policies and procedures, cash-handling requirements, and applicable state and local laws and regulations.

The position offers meaningful customer-facing work, opportunities to contribute ideas, community volunteering and donation matching, career development and advancement opportunities, and benefits including health coverage, retirement matching, tuition assistance, and wellbeing programs.

The schedule is 40 hours per week and varies according to branch needs; it may include evenings and weekends. Starting salary is $25 per hour and up.

Requirements

• High school degree or GED.
• Two years of sales and customer service experience, demonstrating the 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.
• 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 and confident, with the ability to multitask effectively.
• Ability to work branch hours, which may include weekends and evenings.
• Meet 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 assessment requires a camera- and microphone-enabled smartphone, tablet, or desktop computer.

Nice To Haves

• One year of cash-handling experience.

Responsibilities

• Build customer relationships and provide trusted financial advice.
• Ask questions to understand customer needs and recommend solutions for spending, saving, borrowing, and investing.
• Recommend tailored products and services based on customers’ personal financial goals.
• Introduce customers to digital and mobile banking options, including the bank 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, handle cash properly, and comply with applicable state and local laws and regulations.

Benefits

• Eight hours of paid volunteer time annually, separate from regular PTO.
• Matching donations to eligible 501(c)(3) organizations, up to $1,000 annually.
• Training, coaching, career planning, development resources, and promotion opportunities.
• 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