Citizens Banker

Citizens Bank • Boston, MA

4d • $25 - $31 • Onsite

About The Position

Citizens Bankers serve as the face of the branch, getting to know customers and building lasting relationships through trusted financial advice. They use communication, problem-solving, and financial knowledge to recommend solutions for customers’ spending, saving, borrowing, and investing needs. The role involves learning about customers’ financial goals and suggesting tailored options, introducing digital and mobile banking tools, collaborating with Wealth Management, Mortgage, and Business Banking colleagues on more complex needs, and making outbound calls to acquire customers and schedule financial checkups. Bankers follow applicable financial policies and procedures, handle cash properly, and comply with state and local laws and regulations. The position is scheduled for 40 hours per week, with hours varying based on branch needs and potentially including evenings and weekends.

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 skill using 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 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 seven days of receiving the link; a camera- and microphone-enabled smartphone, tablet, or desktop computer is needed.

Nice To Haves

• One year of cash-handling experience.

Responsibilities

• Get to know customers and build lasting relationships by providing trusted financial advice.
• Ask questions to understand customers’ needs and recommend financial solutions for spending, saving, borrowing, and investing.
• Recommend tailored products and services to help customers meet personal financial goals.
• Introduce customers to digital and mobile banking tools, 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 applicable state and local laws and regulations.

Benefits

• Eight hours of paid volunteer time annually, separate from regular PTO.
• Eligible donations to 501(c)(3) organizations matched up to $1,000 annually.
• Training, coaching, career planning, development resources, and opportunities for promotion and career growth.
• 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 policies in every U.S. local and state jurisdiction.
• Opportunity to earn additional incentive earnings.

What This Job Offers

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