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, problem-solving, and financial knowledge to recommend solutions for customers’ spending, saving, borrowing, and investing needs. Bankers 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. They also make outbound calls to acquire customers and schedule financial checkup appointments, while following financial policies and procedures, proper cash-handling practices, and applicable state and local laws and regulations. The position is scheduled for 40 hours per week. The work schedule varies with branch needs and may include weekends and evenings. Candidates must complete a self-guided video interview assessment after applying. Employment offers are conditional on successfully passing a background check.
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.
- Problem-solving aptitude and ability to 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.
- 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.
- Successfully pass the background check required for an employment offer.
Nice To Haves
- One year of cash-handling experience.
Responsibilities
- Build customer relationships and provide trusted financial advice.
- Ask questions to identify customers’ financial needs and goals.
- Recommend tailored financial products and services to support spending, saving, borrowing, and investing needs.
- Introduce customers to digital and mobile banking transactions, including the bank’s 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, practice proper cash handling, and comply with 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
