Citizens Banker

Citizens • Shrewsbury, MA

9h • $25 - $31

About The Position

Citizens Bankers are the face of the branch, getting to know customers and building lasting relationships by providing trusted advice. They use communication and problem-solving skills and financial knowledge to recommend solutions that support customers’ spending, saving, borrowing, and investing needs. Bankers learn customers’ financial goals and recommend tailored options, introduce digital and mobile banking services, and collaborate with Wealth Management, Mortgage, and Business Banking colleagues on more complex needs. They also make outbound calls to acquire customers and schedule financial checkup appointments. They must follow financial policies and procedures, including proper cash handling and applicable state and local laws and regulations.

The role is scheduled for 40 hours per week. Hours vary with branch needs and may include weekends and evenings. Applicants must complete a self-guided video interview assessment within seven days of receiving its link. Employment offers are conditional on successfully passing a background check.

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 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.
• Meet SAFE Act requirements, including successful completion of pre-employment screening checks and obtaining a unique identifier from the NMLS.
• Complete a video interview assessment within seven days of receiving the link; the assessment requires a camera- and microphone-enabled smartphone, tablet, or desktop computer.

Nice To Haves

• At least 1 year of cash handling experience.

Responsibilities

• Build relationships with customers and provide trusted financial advice.
• Recommend financial solutions for customers’ spending, saving, borrowing, and investing needs.
• Identify customers’ personal financial goals and recommend tailored solutions.
• Introduce customers to digital and mobile banking, including the bank’s app and ATMs.
• Collaborate with Wealth Management, Mortgage, and Business Banking partners on complex customer needs.
• Make outbound calls to acquire customers and schedule financial checkup appointments.
• Follow financial policies and procedures, handle cash properly, and comply with applicable 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.
• Opportunity to earn additional incentive earnings.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED