Citizens Banker
About The Position
Citizens Bankers are the face of the branch, getting to know customers and building lasting relationships by providing trusted financial advice. They use communication and problem-solving skills and broad financial knowledge to recommend solutions for customers’ spending, saving, borrowing, and investing needs. The role involves understanding customers’ financial goals and recommending tailored solutions, introducing digital and mobile-first banking options, and collaborating with Wealth Management, Mortgage, and Business Banking partners on more complex needs. Citizens Bankers also make outbound calls to acquire customers and schedule financial checkups. They follow financial policies and procedures, including proper cash handling and compliance with state and local laws and regulations. The position is 40 hours per week. The schedule varies with branch needs and may include weekends and evenings. The salary range is $25.48–$31.25 per hour, with the opportunity to earn additional incentive earnings.
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 ability to build relationships and recommend and refer products and services through in-person and phone interactions.
- Demonstrated skill using 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 weekends and evenings.
- 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 its link. The assessment requires a camera- and microphone-enabled smartphone, tablet, or desktop computer.
Nice To Haves
- One year of cash handling experience.
Responsibilities
- Build lasting customer relationships and provide trusted financial advice.
- Ask questions to understand customers’ financial goals and needs.
- Recommend financial solutions for spending, saving, borrowing, and investing.
- Introduce customers to digital and mobile-first banking options, including the bank 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.
- Paid time off policy exceeding applicable mandatory paid sick or paid time-away requirements.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
