Citizens Banker

Citizens Bank•Burlington, MA
•$25 - $31•Onsite

About The Position

Citizens Bankers are the face of the branch and build lasting customer relationships by getting to know customers and providing trusted financial advice. They use communication and problem-solving skills and broad financial knowledge to recommend solutions for customers’ spending, saving, borrowing, and investing needs. The role includes understanding customers’ personal financial goals and recommending tailored options, introducing customers to digital and mobile banking services, and collaborating with partners in Wealth Management, Mortgage, and Business Banking on more complex needs. Bankers also make outbound calls to acquire customers and schedule financial checkups. They must follow financial policies and procedures, including proper cash handling and applicable state and local laws and regulations. The position is scheduled for 40 hours per week. Work schedules vary with branch needs and may include evenings and weekends. Starting pay is listed as $25 per hour and up; the posted 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 ability to use digital technology to support business goals.
  • Problem-solving aptitude and ability to 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 and comply with 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 7 days of receiving the link after applying.

Nice To Haves

  • One year of cash handling experience.

Responsibilities

  • Build customer relationships and provide trusted financial advice.
  • Ask questions to understand customers’ financial goals and needs, then recommend tailored financial solutions for spending, saving, borrowing, and investing.
  • Introduce customers to digital and mobile banking services, 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, including proper cash handling and applicable state and local laws and regulations.
  • Meet or exceed sales and customer service goals.

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