Citizens Banker

Citizens • East Norriton Township, PA

13d • $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. The role involves understanding customers’ personal financial goals and recommending tailored solutions for spending, saving, borrowing, and investing, including planning for the future, buying a home, or opening a credit card. Bankers 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. They also make outbound calls to acquire customers and schedule financial checkup appointments, while following financial policies and procedures, proper cash-handling practices, and applicable state and local laws and regulations.

The role is scheduled for 40 hours per week. The schedule varies with branch needs and may include evenings and weekends. Starting pay is $25 per hour and up. Candidates must complete a video interview assessment after applying. An offer is conditional on successfully passing a background check.

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-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 positive, lasting relationships with customers and provide trusted financial advice.
• Ask questions to understand customers’ financial goals and identify their needs.
• Recommend financial solutions for customers’ spending, saving, borrowing, and investing needs.
• Introduce customers to digital and mobile-first banking transactions through 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, handle cash properly, and comply with state and local laws and regulations.

Benefits

• Eight hours of paid time off annually for volunteering, separate from regular PTO.
• Eligible donations to 501(c)(3) organizations matched up to $1,000 annually.
• Training, coaching, career planning, and development resources, with opportunities for promotion and career growth.
• 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
• Education Level: High school or GED