Citizens Banker

Citizens Bank • Limerick Township, PA

9h • $25 • Onsite

About The Position

Citizens Bankers are the face of the branch, getting to know customers and building lasting relationships by providing trusted financial advice. The role helps customers with spending, saving, borrowing, and investing needs by understanding their goals and recommending tailored solutions. Citizens Bankers introduce customers to digital and mobile banking options, collaborate with Wealth Management, Mortgage, and Business Banking partners on complex needs, and make outbound calls to attract customers and schedule financial checkup appointments. The role requires following financial policies and procedures, including proper cash handling and applicable state and local laws and regulations. The schedule is 40 hours per week and varies with branch needs, potentially including weekends and evenings.

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 customer needs to improve 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.
• Ability to solve problems and 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 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; the assessment requires a camera- and microphone-enabled smartphone, tablet, or desktop computer.

Nice To Haves

• One year of cash handling experience.

Responsibilities

• Build lasting customer relationships by learning customers’ financial goals and providing trusted advice.
• Recommend financial solutions for customers’ spending, saving, borrowing, and investing needs.
• Help customers pursue goals such as planning for the future, buying a home, or opening a credit card.
• Introduce customers to digital and mobile-first banking options, including the bank’s app and ATMs.
• Collaborate with Wealth Management, Mortgage, and Business Banking partners to address complex customer 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.
• Eligible donations to 501(c)(3) organizations matched up to $1,000 annually.
• Training, coaching, career planning, and development resources, with promotion and career-growth opportunities.
• Comprehensive health care coverage, including medical, dental, and vision plans.
• 401(k) with corporate match.
• Tuition assistance.
• Mental health and wellbeing programs.
• Discounts on student loan refinancing.

What This Job Offers

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