Citizens Banker

Citizens • Roseville, MI

12d • $25

About The Position

Citizens Bankers are the face of the branch and build 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, or opening a credit card. 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 more complex needs. The role also includes making outbound calls to acquire customers and schedule financial checkups. Bankers follow financial policies and procedures, including proper cash handling and applicable state and local laws and regulations.

The position offers meaningful customer work, community involvement, career development and training, and benefits including health coverage, a 401(k) with corporate match, tuition assistance, and mental health and wellbeing programs. The schedule is 40 hours per week and varies with branch needs, including possible 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 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

• One year of cash handling experience.

Responsibilities

• Build customer relationships and provide trusted financial advice.
• Assess customer goals and recommend tailored financial solutions for spending, saving, borrowing, and investing.
• Introduce customers to digital and mobile banking transactions through the app and ATMs.
• Collaborate with Wealth Management, Mortgage, and Business Banking partners on 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 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 plans.
• 401(k) with corporate match.
• Tuition assistance.
• Mental health and wellbeing programs.
• Discounts on student loan refinancing.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED