Citizens Banker

Citizens Financial Group•Needham, MA

5d•Onsite

About The Position

Citizens Bankers are the face of the branch, building lasting customer relationships by providing trusted financial advice. They learn customers’ financial goals and recommend tailored solutions for spending, saving, borrowing, and investing, including solutions related to planning for the future, purchasing a home, or opening a credit card. They introduce customers to digital and mobile banking options, including the bank’s app and ATMs, and work with Wealth Management, Mortgage, and Business Banking partners to address more complex needs. The role also involves making outbound calls to acquire customers and schedule financial checkup appointments. Bankers must follow financial policies and procedures, including proper cash handling and applicable state and local laws and regulations. The role is scheduled for 40 hours per week. The schedule varies based on branch needs and may include weekends and evenings. The stated 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 its link; the self-guided assessment takes approximately 30–45 minutes and requires a camera- and microphone-enabled smartphone, tablet, or desktop computer.

Requirements

High school degree or GED.
At least 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals.
Ability to ask effective questions and identify customer needs to improve the customer relationship.
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.
Aptitude for problem solving and providing 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 all SAFE Act requirements, including successfully completing pre-employment screening checks and obtaining a unique identifier from the NMLS.
Complete the required video interview assessment within 7 days of receiving the link.

Nice To Haves

At least 1 year of cash handling experience.

Responsibilities

Build lasting customer relationships by learning customers’ financial goals and providing trusted advice.
Recommend tailored financial solutions for customers’ spending, saving, borrowing, and investing needs.
Introduce customers to digital and mobile banking options, including the bank’s 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 applicable state and local laws and regulations.

Benefits

8 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 that exceeds the mandatory paid sick or paid time-away policy of every local and state jurisdiction in the United States.
Opportunity to earn additional incentive earnings.