Citizens Banker

Citizens • West Whiteland Township, PA

25d • $25

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, such as planning for the future, buying a home, or opening a credit card. They 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 to support more complex needs. The role also makes outbound calls to acquire customers and schedule financial checkup appointments. Bankers follow financial policies and procedures, including proper cash handling and applicable state and local laws and regulations.

The position offers meaningful customer and community work, career development through training and coaching, and comprehensive benefits. Branch hours vary according to branch needs and may include evenings and weekends. The position is scheduled for 40 hours per week.

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, confident, and able to multitask effectively.
• Ability to work branch hours, which may include weekends and evenings.
• Must meet SAFE Act requirements, including successful completion of pre-employment screening checks and obtaining a unique identifier from the NMLS.
• Must complete a video interview assessment within seven days of receiving the link.

Nice To Haves

• One year of cash handling experience.

Responsibilities

• Build relationships with customers and provide trusted financial advice.
• Ask questions to understand customers’ financial goals and needs, then recommend tailored financial solutions.
• Support customers’ spending, saving, borrowing, and investing needs.
• Introduce customers to digital and mobile-first banking transactions, including the bank’s app and ATMs.
• Collaborate with Wealth Management, Mortgage, and Business Banking partners on 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.
• Eligible donations to 501(c)(3) organizations matched up to $1,000 annually.
• Training, coaching, career planning, development resources, and career advancement 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