Citizens Banker

Citizens Financial Group•New York, NY

7d•Onsite

About The Position

Citizens Bankers serve as the face of the branch, getting to know customers and building lasting relationships by providing trusted financial advice. They use communication, problem-solving, and financial knowledge to recommend solutions that support customers’ spending, saving, borrowing, and investing needs. The role involves understanding customers’ goals and suggesting tailored options, introducing digital and mobile banking, and collaborating with Wealth Management, Mortgage, and Business Banking partners on more complex needs. Bankers also make outbound calls to acquire customers and schedule financial checkups. They must follow applicable financial policies and procedures, including cash-handling requirements and state and local laws and regulations. The position offers 40 hours per week, with a schedule that varies according to branch needs and may include evenings and weekends. Candidates must complete a video interview assessment after applying, within seven days of receiving the link. The self-guided assessment takes approximately 30–45 minutes and requires a camera- and microphone-enabled smartphone, tablet, or desktop computer.

Requirements

High school degree or GED.
At least 2 years of sales and customer service experience, with 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.
Compliance with SAFE Act requirements, including successful completion of pre-employment screening checks and obtaining a unique identifier from the NMLS.
Completion of the video interview assessment within 7 days of receiving its link.

Nice To Haves

At least 1 year of cash-handling experience.

Responsibilities

Build lasting customer relationships by learning customers’ financial goals and providing trusted advice.
Recommend and provide financial solutions for customers’ spending, saving, borrowing, and investing needs.
Tailor recommendations to customers’ goals, such as planning for the future, buying a home, or opening a credit card.
Introduce customers to digital and mobile-first banking options, including the bank’s app and ATMs.
Collaborate with Wealth Management, Mortgage, and Business Banking partners to address more 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 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.
Medical, dental, and vision coverage.
401(k) with corporate match.
Tuition assistance and education reimbursement.
Mental health and wellbeing programs.
Discounts on student loan refinancing.
Additional incentive earnings opportunity.
Maternity and paternity leave.
Flexible work arrangements.
Paid time off policy exceeding mandatory paid sick or paid time-away policies in every U.S. state and locality.