Citizens Banker

Citizens Financial Group•Coraopolis, PA

About The Position

Citizens Bankers are the face of the branch and build lasting customer relationships by providing trusted financial advice. They learn about 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 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 customers with more complex needs. The role includes making outbound calls to acquire new customers and schedule financial checkup appointments. Citizens Bankers follow applicable financial policies and procedures, including proper cash handling and compliance with state and local laws and regulations. The position is scheduled for 40 hours per week, with hours that vary based on branch needs and may include evenings and weekends. Starting pay 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.
  • Ability to problem-solve and 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 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; 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.
  • Identify customers’ financial goals and recommend tailored solutions for spending, saving, borrowing, and investing.
  • 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 support customers with 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 compliance with 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, 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.
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