Citizens Banker

Citizens•Levittown, NY
•$25 - $31

About The Position

Citizens Bankers are the face of the branch and build lasting customer relationships by 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. The role includes helping customers use digital and mobile banking tools, collaborating with Wealth Management, Mortgage, and Business Banking partners on complex needs, and making outbound calls to acquire customers and schedule financial checkups. Bankers must follow 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. Hours vary with branch needs and may include weekends and evenings. The stated pay range is $25–$31.25 per hour, with the opportunity to earn additional incentive earnings.

Requirements

  • High school degree or GED.
  • At least 2 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 ability to build relationships and recommend and refer products and services through in-person and phone interactions.
  • Demonstrated skill in using 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-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 successfully completing pre-employment screening checks and obtaining a unique identifier from the NMLS.
  • 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

  • 1 year of cash handling experience.

Responsibilities

  • Build lasting customer relationships and provide trusted financial advice.
  • Understand customers’ financial goals and recommend tailored solutions for spending, saving, borrowing, and investing.
  • Help customers with financial needs 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 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 state and local laws and regulations.

Benefits

  • 8 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.
  • Competitive pay and opportunity to earn additional incentive earnings.
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