Citizens Banker

Citizens•Chicopee, MA

4d•$25 - $31•Onsite

About The Position

Citizens Bankers are the face of the branch, getting to know customers and building lasting relationships by providing trusted financial advice. The role involves understanding customers’ financial goals and recommending tailored solutions for spending, saving, borrowing, and investing, including planning for the future, buying a home, or opening a credit card. Bankers introduce customers to digital and mobile-first banking options, collaborate with Wealth Management, Mortgage, and Business Banking partners on complex needs, and make outbound calls to acquire customers and schedule financial checkup appointments. They follow all financial policies and procedures, including proper cash handling and applicable state and local laws and regulations. The role works 40 hours per week, with schedules varying by branch needs and potentially including weekends and evenings.

Requirements

High school degree or GED.
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 can 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; the assessment requires a smartphone, tablet, or desktop computer with camera and microphone enabled.

Nice To Haves

One year of cash handling experience.

Responsibilities

Build lasting customer relationships by learning about customers’ financial goals and providing trusted advice.
Use financial knowledge, communication skills, and problem-solving skills to recommend solutions for spending, saving, borrowing, and investing needs.
Recommend tailored financial products and services, such as future planning, home-buying solutions, and credit cards.
Introduce customers to digital and mobile-first banking, 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

Paid time off for volunteering: 8 hours annually, 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 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 policies in U.S. jurisdictions.