Citizens Banker

Citizens Bank•NY, NY
•$25 - $31

About The Position

Citizens Bankers are the face of the branch, getting to know customers and building lasting relationships by providing trusted advice. They use communication and problem-solving skills and broad financial knowledge to recommend solutions for customers’ spending, saving, borrowing, and investing needs. They learn customers’ financial goals and recommend tailored options, such as planning for the future, buying a home, or opening a credit card. They introduce customers to digital and mobile-first banking through the bank’s app and ATMs, and collaborate with Wealth Management, Mortgage, and Business Banking partners on more complex needs. They also make outbound calls to acquire customers and schedule financial checkups. They 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. Hours vary with branch needs and may include weekends and evenings. The stated salary range is $25.48–$31.25 per hour, with an opportunity for additional incentive earnings. Actual pay depends on factors including budget, work location, and relevant skills and experience.

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.
  • 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.
  • Must meet and comply with SAFE Act requirements, including successful completion of pre-employment screening checks and obtaining a unique identifier from the NMLS.
  • Must complete a 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.
  • Use financial knowledge and problem-solving skills to recommend solutions for customers’ spending, saving, borrowing, and investing needs.
  • Identify customers’ personal financial goals and recommend tailored solutions.
  • 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, 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 local and state jurisdiction in the United States.
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