Citizens Banker

Citizens Financial Group•Framingham, MA
•Onsite

About The Position

Citizens Bankers are the face of the branch, building lasting customer relationships by providing trusted financial advice. They learn about customers’ financial goals and recommend tailored solutions for spending, saving, borrowing, and investing, including planning for the future, buying a home, and opening credit products. They introduce customers to digital and mobile banking options, including the bank’s app and ATMs, and collaborate with Wealth Management, Mortgage, and Business Banking partners to address complex needs. The role also involves outbound calls to acquire customers and schedule financial checkups. Bankers must follow financial policies and procedures, including proper cash handling and applicable state and local laws and regulations. The position is scheduled for 40 hours per week. The schedule varies according to branch needs and may include evenings and weekends. The stated pay range is $25.48–$31.25 per hour, with the opportunity to earn additional incentive earnings; actual pay depends on factors such as budget, location, skills, and experience.

Requirements

  • High school degree or GED.
  • At least 2 years of sales and customer service experience, with demonstrated 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.
  • Ability to problem-solve 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.
  • Meet SAFE Act requirements, including successful completion of pre-employment screening checks and obtaining a unique identifier from the NMLS.
  • Complete a video interview assessment within 7 days of receiving the link after applying.

Nice To Haves

  • 1 year of cash handling experience.

Responsibilities

  • Build customer relationships 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 banking transactions through the bank’s app and ATMs.
  • Collaborate with Wealth Management, Mortgage, and Business Banking partners on customers’ 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.
  • Work branch hours, which may include evenings and weekends.

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.
  • 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.
  • Wellness programs.
  • Paid time off policy exceeding mandatory paid sick or paid time-away requirements in every U.S. local and state jurisdiction.
  • Opportunity to earn additional incentive earnings.
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