Citizens Banker - Bilingual - Spanish Required

Citizens Financial Group • Miami Beach, FL

1d

About The Position

Citizens Bankers are the face of the branch and build lasting customer relationships by providing trusted financial advice. They learn customers’ personal financial goals and recommend tailored solutions for spending, saving, borrowing, and investing, including planning for the future, buying a home, or opening a credit card. They introduce customers to digital and mobile banking options and collaborate with partners in Wealth Management, Mortgage, and Business Banking to address complex needs. The role also includes outbound calls to acquire customers and schedule financial checkups, while following financial policies and procedures, proper cash-handling practices, and applicable state and local laws and regulations. Spanish is required. The position works 40 hours per week, with a schedule that varies according to branch needs and may include weekends and evenings.

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 customer needs to improve 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.
• Must meet and comply with 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 7 days of receiving the link.
• Fluent Spanish is required.

Nice To Haves

• At least 1 year of cash-handling experience.

Responsibilities

• Build lasting relationships with customers and provide trusted financial advice.
• Identify customers’ financial goals and recommend tailored solutions for spending, saving, borrowing, and investing.
• Introduce customers to digital and mobile-first banking transactions through the bank’s app and ATMs.
• Collaborate with partners in Wealth Management, Mortgage, and Business Banking to support customers with complex financial needs.
• Make outbound calls to acquire new customers and schedule financial checkup appointments.
• Follow financial policies and procedures, handle cash properly, and comply with applicable 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 well-being programs.
• Student loan refinancing discounts.
• Maternity and paternity leave.
• Flexible work arrangements.
• Wellness programs.
• Paid time off policy exceeding mandatory paid sick or paid time-away policies in every U.S. local and state jurisdiction.
• Opportunity to earn additional incentive earnings.

What This Job Offers

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