Citizens Banker

Citizens Bank • Lower Merion Township, PA

15d • $25

About The Position

Citizens Bankers are the face of the branch, building lasting customer relationships by 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. The role introduces customers to digital and mobile banking options, including the bank’s app and ATMs, and collaborates with Wealth Management, Mortgage, and Business Banking partners to address more complex needs. Bankers also make outbound calls to acquire customers and schedule financial checkups, while following financial policies and procedures and applicable laws and regulations.

This is a 40-hour-per-week branch role. The schedule varies according to branch needs and may include evenings and weekends. Starting pay is $25 per hour and up.

Requirements

• High school degree or GED.
• At least 2 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 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-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.
• Completion of a video interview assessment within 7 days of receiving the link; the assessment requires a camera- and microphone-enabled smartphone, tablet, or desktop computer.

Nice To Haves

• At least 1 year of cash handling experience.

Responsibilities

• Build lasting customer relationships and provide trusted financial advice.
• Identify customers’ personal financial goals and recommend tailored solutions for spending, saving, borrowing, and investing.
• Introduce customers to digital and mobile-first banking transactions, including use of 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.
• Training, coaching, career planning, and development resources, with opportunities for promotion and career growth.
• Comprehensive health care coverage, including medical, dental, and vision plans.
• 401(k) with corporate match.
• Tuition assistance.
• Mental health and wellbeing programs.
• Discounts on student loan refinancing.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED