Citizens Banker

Citizens•Braintree, MA
•$25 - $31

About The Position

Citizens Bankers are the face of the branch, building lasting customer relationships through trusted financial advice. They learn customers’ financial goals and recommend tailored solutions for spending, saving, borrowing and investing, such as planning for the future, buying a home or opening a credit card. They introduce customers to digital and mobile-first 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 makes outbound calls to acquire customers and schedule financial checkups. Bankers must follow applicable financial policies and procedures, cash-handling requirements, and state and local laws and regulations. The position offers 40 hours per week. Work schedules vary with branch needs and may include weekends and evenings. The posted pay range is $25.48–$31.25 per hour, with an opportunity for additional incentive earnings; actual pay depends on factors including budget, work location, skills and experience. Candidates must complete a self-guided video interview assessment within seven days of receiving its link. The assessment requires a camera- and microphone-enabled smartphone, tablet or desktop computer.

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-motivated and confident, with the 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 customer relationships and provide trusted financial advice.
  • Identify customers’ personal financial goals and recommend tailored financial solutions for spending, saving, borrowing and investing.
  • Introduce customers to digital and mobile-first banking transactions through the bank’s app and ATMs.
  • Collaborate with Wealth Management, Mortgage and Business Banking partners to support customers with 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.

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