Citizens Banker

Citizens • New York, NY

8h • Onsite

About The Position

Citizens Bankers are the face of the branch, dedicating their time to understanding customers and building lasting relationships through trusted advice. Utilizing strong communication and problem-solving skills, along with broad financial knowledge, they provide recommendations and assist customers with financial solutions for spending, saving, borrowing, and investing needs. They identify customers' personal financial goals and offer tailored solutions for future planning, home buying, or opening new credit cards. Bankers introduce customers to digital and mobile banking options, collaborate with partners in Wealth Management, Mortgage, and Business Banking for complex needs, and make outbound calls to acquire new customers and schedule financial checkup appointments. All financial policies and procedures, including proper cash handling and adherence to state and local laws and regulations, must be followed.

Requirements

• High School degree or GED required
• 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
• Ability to effectively ask questions and identify needs to improve the customer relationship
• Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
• Demonstrated skills in using digital technology to support the delivery of business goals
• Aptitude to problem solve and provide solutions to customer issues
• Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
• Self-motivated, confident and ability to multitask effectively
• Ability to work branch hours, which can include weekends and evenings
• Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS
• Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link

Nice To Haves

• 1 year cash handling experience

Responsibilities

• Get to know customers and build lasting relationships by providing trusted advice
• Provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs
• Get to know customers’ personal financial goals and recommend tailored solutions to help achieve them
• Introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs
• Collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs
• Make outbound calls to acquire new customers and schedule financial checkup appointments
• Follow all financial policies and procedures, including proper cash handling, state and local laws and regulations

Benefits

• Meaningful work & relationships
• Commitment to community
• 8 hours of paid time off annually for volunteering, separate from regular PTO
• Donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
• Career opportunities, reward, and upskilling through training, coaching, career planning and development resources
• Comprehensive health care coverage, including medical, dental and vision plans
• 401K with corporate match
• Tuition assistance
• Mental health and wellbeing programs
• Discounts on student loan refinancing
• Competitive pay
• Retirement benefits
• Maternity/paternity leave
• Flexible work arrangements
• Education reimbursement
• 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

What This Job Offers

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