Citizens Banker

Citizens Financial Group•Boston, MA

About The Position

Citizens Bankers are the face of the branch, building lasting customer relationships and 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 makes outbound calls to acquire customers and schedule financial checkups. All financial policies and procedures must be followed, including proper cash handling and compliance with state and local laws and regulations. The position is scheduled for 40 hours per week, with a schedule that varies according to branch needs and may include evenings and weekends. The advertised pay range is $25.48–$31.25 per hour, with the opportunity to earn additional incentive earnings. Actual pay depends on factors such as budget, work location, and relevant skills and experience. Candidates must complete a video interview assessment within seven days of receiving the link. The self-guided assessment takes approximately 30–45 minutes and requires a smartphone, tablet, or desktop computer with a camera and microphone.

Requirements

High school degree or GED.
At least 2 years of sales and customer service experience, demonstrating the ability to meet or exceed goals.
Ability to ask effective questions and identify customer needs to improve the customer relationship.
Demonstrated 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.
Ability to solve problems and 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 seven days of receiving the link.

Nice To Haves

At least 1 year of cash handling experience.

Responsibilities

Build relationships with customers and provide trusted advice about financial solutions.
Ask questions to understand customers’ financial goals and needs, then recommend tailored products and services for spending, saving, borrowing, and investing.
Introduce customers to digital and mobile banking methods, including 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, 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.
Incentive earnings opportunity.
Paid time off policy exceeding mandatory paid sick or paid time-away requirements in every U.S. local and state jurisdiction.