Citizens Banker

Citizens Financial Group•Lincoln, RI

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, problem-solving, and financial knowledge to recommend solutions for customers’ spending, saving, borrowing, and investing needs. They learn customers’ financial goals and recommend tailored products and services, introduce digital and mobile banking options, and collaborate with Wealth Management, Mortgage, and Business Banking partners on more complex needs. The role also makes outbound calls to acquire customers and schedule financial checkups, while following financial policies and procedures, proper cash-handling practices, and applicable laws and regulations. The role offers meaningful customer work, opportunities to contribute ideas, community involvement, career development and training, and a range of benefits. It is a 40-hour-per-week position with a schedule that varies according to branch needs and may include evenings and weekends. Candidates must complete a video interview assessment within seven days of receiving its link; the assessment requires a camera- and microphone-enabled device.

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 solve problems 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 evenings and weekends.
Meet SAFE Act requirements, including successful completion of pre-employment screening checks and obtaining a unique identifier from the NMLS.
Complete the required video interview assessment within seven days of receiving the link.

Nice To Haves

One year of cash-handling experience.

Responsibilities

Build relationships with branch customers and provide trusted financial advice.
Ask questions to identify customer needs and recommend tailored financial solutions for spending, saving, borrowing, and investing.
Introduce customers to digital and mobile-first banking, 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 customers and schedule financial checkup appointments.
Follow financial policies and procedures, proper cash-handling practices, and applicable state and local laws and regulations.

Benefits

Eight hours of paid volunteer time annually, separate from regular PTO.
Donations to eligible 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.
Maternity and paternity leave.
Flexible work arrangements.
Incentive earnings opportunity.
Paid time off policy exceeding mandatory paid sick or paid time-away policies in every local and state U.S. jurisdiction.