Citizens Banker - Bilingual - Spanish Required

Citizens Financial Group•Morristown, NJ

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, problem-solving, and financial knowledge to recommend solutions for customers’ spending, saving, borrowing, and investing needs. They learn about customers’ financial goals and recommend tailored options, such as planning for the future, buying a home, or opening a credit card. They also 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 laws and regulations. Spanish is required. The position is scheduled for 40 hours per week; hours vary with branch needs and may include weekends and evenings.

Requirements

  • High school degree or GED.
  • At least 2 years of sales and customer service experience, with demonstrated 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 skill 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.
  • Compliance with SAFE Act requirements, including successful completion of pre-employment screening checks and obtaining a unique identifier from the NMLS.
  • Spanish language proficiency is required.
  • Complete a video interview assessment within 7 days of receiving the link after applying.

Nice To Haves

  • 1 year of cash handling experience.

Responsibilities

  • Build relationships with customers and provide trusted financial advice.
  • Ask questions to understand customers’ financial goals and needs, and recommend tailored financial products and services.
  • Support customers’ spending, saving, borrowing, and investing needs.
  • 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 complex customer 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.
  • Medical, dental, and vision coverage.
  • 401(k) with corporate match.
  • Tuition assistance and education reimbursement.
  • Mental health and wellbeing programs.
  • Student loan refinancing discounts.
  • Maternity and paternity leave.
  • Flexible work arrangements.
  • Wellness programs.
  • Additional incentive earnings opportunity.
  • Paid time off policy that exceeds mandatory paid sick or paid time-away policies in every U.S. local and state jurisdiction.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service