Citizens Banker
About The Position
Citizens Bankers are the face of the branch, building lasting customer relationships and 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, and opening credit cards. The role also helps customers use digital and mobile banking tools, including the bank’s app and ATMs, and collaborates with Wealth Management, Mortgage, and Business Banking partners to address complex financial needs. Citizens Bankers make outbound calls to acquire customers and schedule financial checkup appointments. They follow financial policies and procedures, including proper cash handling and applicable state and local laws and regulations. The position offers 40 hours per week, with a work schedule that varies according to branch needs and may include weekends and evenings. The stated salary range is $25.48–$31.25 per hour, with the opportunity for additional incentive earnings. Actual pay depends on factors such as 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 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.
- Aptitude for problem-solving and providing 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 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 seven days of receiving the link after applying.
Nice To Haves
- One year of cash handling experience.
Responsibilities
- Build customer relationships and provide trusted financial advice.
- Ask questions to understand customers’ financial goals and needs, then recommend tailored financial solutions for spending, saving, borrowing, and investing.
- 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, handle cash properly, 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.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
