Citizens Banker

Citizens•Hyannis, MA

7d•$25 - $31

About The Position

Citizens Bankers are the face of the branch, building lasting customer relationships and providing trusted financial advice. They learn customers’ goals and recommend tailored solutions for spending, saving, borrowing, and investing, including needs such as planning for the future, buying a home, or opening a credit card. They 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. They 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, with a schedule that varies based on branch needs and may include weekends and evenings. Candidates must complete a video interview assessment within seven days of receiving its link. The assessment requires a camera- and microphone-enabled smartphone, tablet, or desktop computer.

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 skills 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-motivated, confident, and able to multitask effectively.
Ability to work branch hours, which may include weekends and evenings.
Must meet SAFE Act requirements, including successful completion of pre-employment screening checks and obtaining a unique identifier from the NMLS.
Must complete a video interview assessment within seven days of receiving the link.

Nice To Haves

One year of cash handling experience.

Responsibilities

Build lasting customer relationships and provide trusted financial advice.
Ask questions to understand customers’ personal financial goals and identify their needs.
Recommend financial solutions for customers’ spending, saving, borrowing, and investing needs.
Introduce customers to digital and mobile-first banking transactions, 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 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.
Career growth opportunities, including 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.
Paid time off policy that exceeds mandatory paid sick or paid time-away requirements in every U.S. local and state jurisdiction.
Opportunity to earn additional incentive earnings.