Citizens Banker

Citizens•Brookline, MA
•$25 - $31

About The Position

Citizens Bankers are the face of the branch, getting to know customers and building lasting relationships through trusted advice. The role provides recommendations and assists customers with financial solutions for spending, saving, borrowing, and investing needs. Bankers learn customers’ financial goals and recommend tailored options, introduce digital and mobile banking tools, and collaborate with Wealth Management, Mortgage, and Business Banking partners on more complex needs. The role also includes outbound calls to acquire customers and schedule financial checkups. Bankers follow financial policies and procedures, including proper cash handling and compliance with applicable state and local laws and regulations. The position is scheduled for 40 hours per week. Hours vary with branch needs and may include weekends and evenings. The salary range is $25.00–$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. Candidates must complete a self-guided video interview assessment within seven days of receiving the link. The assessment takes approximately 30–45 minutes and requires a device with a camera and microphone. Any employment offer is conditional on successfully passing a background check. The role also requires compliance with the SAFE Act, including successful completion of pre-employment screening checks and obtaining a unique identifier from the NMLS.

Requirements

  • High school degree or GED required.
  • 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-motivation, confidence, and ability to multitask effectively.
  • Ability to work branch hours, which may include weekends and evenings.
  • Meet and comply with SAFE Act requirements, including successful completion of pre-employment screening checks and obtaining a unique identifier from the NMLS.
  • Complete the video interview assessment within seven days of receiving the link.

Nice To Haves

  • One year of cash handling experience.

Responsibilities

  • Build lasting customer relationships by learning customers’ financial goals and providing trusted advice.
  • Recommend tailored financial solutions for customers’ spending, saving, borrowing, and investing needs.
  • 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, including proper cash handling and compliance with 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.
  • Retirement benefits.
  • Competitive pay and opportunity to earn additional incentive earnings.
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