Citizens Banker

Citizens Financial Group•Brecksville, OH
•Onsite

About The Position

Citizens Bankers are the face of the branch, building lasting customer relationships and providing trusted financial advice. They learn customers’ 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 introduce customers to digital and mobile banking options, collaborate with Wealth Management, Mortgage, and Business Banking partners on complex needs, and make outbound calls to acquire customers and schedule financial checkups. The role requires following financial policies and procedures, including proper cash handling and applicable state and local laws and regulations. The position is scheduled for 40 hours per week, with hours varying according to branch needs and potentially including evenings and weekends. The stated pay range is $25.48–$31.25 per hour, with the opportunity to earn additional incentive earnings. Actual pay depends on factors such as budget, work location, and relevant skills and experience.

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.
  • Aptitude for problem-solving and providing 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 can 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 seven days of receiving the link; the assessment requires a smartphone, tablet, or desktop computer with camera and microphone enabled.

Nice To Haves

  • One year of cash handling experience.

Responsibilities

  • Build relationships with customers and provide trusted financial advice.
  • Understand customers’ financial goals and recommend tailored solutions for spending, saving, borrowing, and investing.
  • Assist customers with financial solutions such as planning for the future, buying a home, or opening a credit card.
  • 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 address 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, and development resources.
  • Comprehensive 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.
  • Maternity and paternity leave.
  • Flexible work arrangements.
  • Wellness programs.
  • Paid time off policy that exceeds mandatory paid sick or paid time-away policies in every local and state jurisdiction in the United States.
  • Opportunity to earn additional incentive earnings.
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