Citizens Banker

Citizens•Lincoln, RI

19d•$25 - $31•Onsite

About The Position

Citizens Bankers are the face of the branch, focused on getting to know customers and building lasting relationships through trusted financial advice. The role provides recommendations and helps customers find financial solutions for their spending, saving, borrowing, and investing needs. Bankers learn customers’ personal financial goals and recommend tailored products and services, introduce customers to digital and mobile banking tools, and collaborate with Wealth Management, Mortgage, and Business Banking partners on more complex needs. The role also includes making outbound calls to acquire new customers and schedule financial checkup appointments. Bankers must follow financial policies and procedures, including proper cash handling and applicable state and local laws and regulations. This is a 40-hour-per-week position with a schedule that varies according to branch needs and may include evenings and weekends. The listed salary range is $25.48–$31.25 per hour, with the opportunity to earn additional incentive earnings. Actual pay depends on factors including budget, work location, and relevant skills and experience.

Requirements

High school degree or GED.
Two years of sales and customer service experience, demonstrating an 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-motivated and confident, with the ability 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 seven days of receiving the link. The self-guided assessment takes approximately 30–45 minutes and requires a camera- and microphone-enabled smartphone, tablet, or desktop computer.

Nice To Haves

One year of cash-handling experience.

Responsibilities

Build lasting customer relationships by learning customers’ financial goals and providing trusted advice.
Recommend financial solutions and products that support customers’ spending, saving, borrowing, and investing needs.
Help customers with financial goals such as planning for the future, buying a home, or opening a credit card.
Introduce customers to digital and mobile-first banking options, 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, properly handle cash, and comply with state and local laws and regulations.

Benefits

Eight hours of paid time off annually for volunteering, separate from regular PTO.
Donations to eligible 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 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 policy exceeding mandatory paid sick or paid time-away policies in every U.S. local and state jurisdiction.
Opportunity to earn additional incentive earnings.