Citizens Banker

Citizens • Coraopolis, PA

7d • $25 • Onsite

About The Position

Citizens Bankers are the face of the branch, getting to know customers and building lasting relationships by providing trusted advice. The role serves customers’ spending, saving, borrowing, and investing needs by using communication, problem-solving, and financial knowledge to recommend appropriate solutions.

The banker learns about customers’ personal financial goals and recommends tailored options, such as planning for the future, buying a home, or opening a credit card. They help customers use digital and mobile-first banking services, including the bank’s app and ATMs, and collaborate with Wealth Management, Mortgage, and Business Banking partners on more complex needs. The role also includes outbound calls to acquire customers and schedule financial checkups. Bankers must follow financial policies and procedures, including proper cash handling and applicable state and local laws and regulations.

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 ability to build relationships and recommend and refer 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-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 lasting customer relationships and provide trusted financial advice.
• Use communication, problem-solving, and financial knowledge to recommend solutions for customers’ spending, saving, borrowing, and investing needs.
• Understand customers’ financial goals and recommend tailored products and services.
• 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 customers’ complex financial needs.
• Make outbound calls to acquire 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.
• Donations to eligible 501(c)(3) organizations matched up to $1,000 annually.
• Training, coaching, career planning, development resources, promotions, and career growth opportunities.
• Comprehensive medical, dental, and vision coverage.
• 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